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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Premier Path Wealth Partners's D Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Dominion Energy (D) stake by 1.7% in Q2 2026, buying an estimated $10.9K and bringing the position to 9,795 shares worth $669K. The position accounts for 0.08% of the portfolio, ranked #215.

Premier Path Wealth Partners first reported a position in D in Q4 2023 and has held it in 11 quarters since. 641 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Premier Path Wealth Partners held 9,795 shares of Dominion Energy worth $669K as of Q2 2026.
  • Premier Path Wealth Partners bought 168 Dominion Energy shares in Q2 2026, an estimated $10.9K.
  • Dominion Energy made up 0.08% of Premier Path Wealth Partners's portfolio in Q2 2026, its #215 holding.
  • Premier Path Wealth Partners first reported a position in Dominion Energy in Q4 2023 and has held it in 11 quarters since.
  • 641 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.