Pathstone Holdings
D icon

Pathstone Holdings’s Dominion Energy D Stock Holding History

Pathstone Holdings’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 		$25.4M Buy
371,203
+10,973
+3% +$713K 0.07% 176
2026
Q1 		$22.3M Buy
360,230
+3,571
+1% +$221K 0.09% 168
2025
Q4 		$20.9M Sell
356,659
-1,044
-0.3% -$62.9K 0.08% 171
2025
Q3 		$21.9M Buy
357,703
+8,137
+2% +$484K 0.08% 161
2025
Q2 		$19.8M Buy
349,566
+5,453
+2% +$299K 0.08% 170
2025
Q1 		$19.3M Buy
344,113
+8,916
+3% +$490K 0.08% 177
2024
Q4 		$18.1M Sell
335,197
-2,804
-0.8% -$160K 0.08% 177
2024
Q3 		$19.5M Buy
338,001
+8,736
+3% +$477K 0.09% 168
2024
Q2 		$16.1M Buy
329,265
+9,460
+3% +$482K 0.07% 195
2024
Q1 		$15.7M Sell
319,805
-1,844
-0.6% -$86.1K 0.07% 196
2023
Q4 		$15.1M Buy
+321,649
New +$14.4M 0.08% 180

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pathstone Holdings's D Position: Q2 2026 in Review

Pathstone Holdings increased its Dominion Energy (D) stake by 3% in Q2 2026, buying an estimated $713K and bringing the position to 371,203 shares worth $25.4M. The position accounts for 0.07% of the portfolio, ranked #176.

Pathstone Holdings first reported a position in D in Q4 2023 and has held it in 11 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Pathstone Holdings held 371,203 shares of Dominion Energy worth $25.4M as of Q2 2026.
  • Pathstone Holdings bought 10,973 Dominion Energy shares in Q2 2026, an estimated $713K.
  • Dominion Energy made up 0.07% of Pathstone Holdings's portfolio in Q2 2026, its #176 holding.
  • Pathstone Holdings first reported a position in Dominion Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.