Pathway Financial Advisers’s Dominion Energy D Stock Holding History

Pathway Financial Advisers’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
2025 Q1	–	Sell	-841	Closed	-$45.3K	–	208
2024 Q4	$45.3K	Sell	841 -47,335	-98%	-$2.7M	0.02%	243
2024 Q3	$834	Buy	48,176 +37,514	+352%	+$2.05M	﹤0.01%	375
2024 Q2	$521K	Sell	10,662 -608	-5%	-$31K	0.19%	120
2024 Q1	$554K	Sell	11,270 -746	-6%	-$34.8K	0.2%	119
2023 Q4	$565K	Sell	12,016 -1,547	-11%	-$69.1K	0.22%	115
2023 Q3	$606K	Buy	+13,563	New	+$673K	0.25%	103
2023 Q1	$729K	Buy	13,034 +6,462	+98%	+$378K	0.29%	91
2022 Q4	$403K	Buy	+6,572	New	+$413K	0.16%	125

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pathway Financial Advisers's D Position: Q1 2025 in Review

Pathway Financial Advisers sold out of Dominion Energy (D) in Q1 2025, closing a stake of 841 shares — an estimated $45.3K sold.

Pathway Financial Advisers first reported a position in D in Q4 2022 and held it in 8 quarters. The position peaked at $729K in Q1 2023. 1,403 funds tracked by Wall St. Rank hold D as of Q1 2025.

Pathway Financial Advisers reported no remaining Dominion Energy position as of Q1 2025 after selling out during the quarter.
Pathway Financial Advisers sold 841 Dominion Energy shares in Q1 2025, an estimated $45.3K.
Pathway Financial Advisers first reported a position in Dominion Energy in Q4 2022 and held it in 8 quarters.
Pathway Financial Advisers's Dominion Energy position peaked at $729K in Q1 2023.
1,403 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2025.

Based on Pathway Financial Advisers's 13F filing for Q1 2025, filed 9 May 2025.