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Pineridge Advisors’s Dominion Energy D Stock Holding History

Pineridge Advisors’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
-251
Closed -$13.5K – 551
2024
Q4 		$13.5K Hold
251
– – 0.01% 267
2024
Q3 		$14.5K Hold
251
– – 0.01% 247
2024
Q2 		$12.3K Hold
251
– – ﹤0.01% 259
2024
Q1 		$12.3K Hold
251
– – ﹤0.01% 272
2023
Q4 		$11.8K Buy
+251
New +$11.2K ﹤0.01% 354

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pineridge Advisors's D Position: Q1 2025 in Review

Pineridge Advisors sold out of Dominion Energy (D) in Q1 2025, closing a stake of 251 shares — an estimated $13.5K sold.

Pineridge Advisors first reported a position in D in Q4 2023 and held it in 5 quarters. The position peaked at $14.5K in Q3 2024. 1,403 funds tracked by Wall St. Rank hold D as of Q1 2025.

  • Pineridge Advisors reported no remaining Dominion Energy position as of Q1 2025 after selling out during the quarter.
  • Pineridge Advisors sold 251 Dominion Energy shares in Q1 2025, an estimated $13.5K.
  • Pineridge Advisors first reported a position in Dominion Energy in Q4 2023 and held it in 5 quarters.
  • Pineridge Advisors's Dominion Energy position peaked at $14.5K in Q3 2024.
  • 1,403 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2025.

Based on Pineridge Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.