Pointe Capital Management’s Dominion Energy D Stock Holding History

Pointe Capital Management’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 Q1	–	Sell	-7,338	Closed	-$430K	–	159
2025 Q4	$430K	Sell	7,338 -1,262	-15%	-$76K	0.21%	103
2025 Q3	$526K	Hold	8,600	–	–	0.26%	87
2025 Q2	$486K	Sell	8,600 -100	-1%	-$5.48K	0.25%	91
2025 Q1	$488K	Hold	8,700	–	–	0.29%	92
2024 Q4	$469K	Buy	8,700 +257	+3%	+$14.7K	0.27%	96
2024 Q3	$488K	Hold	8,443	–	–	0.28%	93
2024 Q2	$414K	Sell	8,443 -216	-2%	-$11K	0.26%	100
2024 Q1	$426K	Hold	8,659	–	–	0.26%	98
2023 Q4	$407K	Buy	8,659 +3,967	+85%	+$177K	0.28%	94
2023 Q3	$210K	Buy	4,692 +32	+0.7%	+$1.59K	0.15%	131
2023 Q2	$241K	Buy	4,660 +79	+2%	+$4.29K	0.18%	127
2023 Q1	$256K	Hold	4,581	–	–	0.18%	122
2022 Q4	$281K	Buy	+4,581	New	+$288K	0.22%	118

Other funds holding D

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

Pointe Capital Management's D Position: Q1 2026 in Review

Pointe Capital Management sold out of Dominion Energy (D) in Q1 2026, closing a stake of 7,338 shares — an estimated $430K sold.

Pointe Capital Management first reported a position in D in Q4 2022 and held it in 13 quarters. The position peaked at $526K in Q3 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Pointe Capital Management reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
Pointe Capital Management sold 7,338 Dominion Energy shares in Q1 2026, an estimated $430K.
Pointe Capital Management first reported a position in Dominion Energy in Q4 2022 and held it in 13 quarters.
Pointe Capital Management's Dominion Energy position peaked at $526K in Q3 2025.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Pointe Capital Management's 13F filing for Q1 2026, filed 15 May 2026.