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Pathfinder Wealth Consulting’s Dominion Energy D Stock Holding History

Pathfinder Wealth Consulting’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,978
Closed -$617K – 26
2026
Q1 		$617K Hold
9,978
– – 0.4% 61
2025
Q4 		$585K Buy
+9,978
New +$601K 0.37% 62

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Pathfinder Wealth Consulting's D Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of Dominion Energy (D) in Q2 2026, closing a stake of 9,978 shares — an estimated $617K sold.

Pathfinder Wealth Consulting first reported a position in D in Q4 2025 and held it in 2 quarters. The position peaked at $617K in Q1 2026. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 9,978 Dominion Energy shares in Q2 2026, an estimated $617K.
  • Pathfinder Wealth Consulting first reported a position in Dominion Energy in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's Dominion Energy position peaked at $617K in Q1 2026.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.