Premier Path Wealth Partners
D icon

Premier Path Wealth Partners’s Dominion Energy D Stock Holding History

Premier Path Wealth Partners’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
Q3 		$532K Sell
8,788
-1,007
-10% -$67.7K 0.06% 251
2026
Q2 		$669K Buy
9,795
+168
+2% +$10.9K 0.08% 215
2026
Q1 		$595K Buy
9,627
+707
+8% +$43.7K 0.08% 233
2025
Q4 		$523K Buy
8,920
+70
+0.8% +$4.22K 0.07% 245
2025
Q3 		$541K Buy
8,850
+68
+0.8% +$4.04K 0.07% 254
2025
Q2 		$496K Sell
8,782
-5
-0.1% -$274 0.07% 245
2025
Q1 		$493K Buy
8,787
+355
+4% +$19.5K 0.08% 233
2024
Q4 		$454K Sell
8,432
-40
-0.5% -$2.28K 0.07% 242
2024
Q3 		$490K Sell
8,472
-317
-4% -$17.3K 0.08% 232
2024
Q2 		$431K Buy
8,789
+1,541
+21% +$78.5K 0.07% 249
2024
Q1 		$357K Buy
7,248
+913
+14% +$42.6K 0.07% 247
2023
Q4 		$298K Buy
+6,335
New +$283K 0.07% 262

Other funds holding D

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Premier Path Wealth Partners's D Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its Dominion Energy (D) stake by 10% in Q3 2026, selling an estimated $67.7K and leaving 8,788 shares worth $532K. The position accounts for 0.06% of the portfolio, ranked #251.

Premier Path Wealth Partners first reported a position in D in Q4 2023 and has held it in 12 quarters since. The position peaked at $669K in Q2 2026. 984 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Premier Path Wealth Partners held 8,788 shares of Dominion Energy worth $532K as of Q3 2026.
  • Premier Path Wealth Partners sold 1,007 Dominion Energy shares in Q3 2026, an estimated $67.7K.
  • Dominion Energy made up 0.06% of Premier Path Wealth Partners's portfolio in Q3 2026, its #251 holding.
  • Premier Path Wealth Partners first reported a position in Dominion Energy in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's Dominion Energy position peaked at $669K in Q2 2026.
  • 984 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.