PIM
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Pullen Investment Management’s Dominion Energy D Stock Holding History

Pullen Investment 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
2025
Q1 		– Sell
-18,865
Closed -$1.02M – 109
2024
Q4 		$1.02M Sell
18,865
-842
-4% -$48K 0.66% 60
2024
Q3 		$1.14M Sell
19,707
-13
-0.1% -$710 0.83% 46
2024
Q2 		$966K Buy
19,720
+6,586
+50% +$336K 0.8% 44
2024
Q1 		$646K Buy
+13,134
New +$614K 0.55% 61

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

Pullen Investment Management's D Position: Q1 2025 in Review

Pullen Investment Management sold out of Dominion Energy (D) in Q1 2025, closing a stake of 18,865 shares — an estimated $1.02M sold.

Pullen Investment Management first reported a position in D in Q1 2024 and held it in 4 quarters. The position peaked at $1.14M in Q3 2024. 1,403 funds tracked by Wall St. Rank hold D as of Q1 2025.

  • Pullen Investment Management reported no remaining Dominion Energy position as of Q1 2025 after selling out during the quarter.
  • Pullen Investment Management sold 18,865 Dominion Energy shares in Q1 2025, an estimated $1.02M.
  • Pullen Investment Management first reported a position in Dominion Energy in Q1 2024 and held it in 4 quarters.
  • Pullen Investment Management's Dominion Energy position peaked at $1.14M in Q3 2024.
  • 1,403 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2025.

Based on Pullen Investment Management's 13F filing for Q1 2025, filed 16 Apr 2025.