PWS
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Pursuit Wealth Strategies’s Dominion Energy D Stock Holding History

Pursuit Wealth Strategies’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 		$308K Sell
4,990
-312
-6% -$19.3K 0.43% 56
2025
Q4 		$311K Buy
+5,302
New +$319K 0.44% 53

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pursuit Wealth Strategies's D Position: Q1 2026 in Review

Pursuit Wealth Strategies reduced its Dominion Energy (D) stake by 5.9% in Q1 2026, selling an estimated $19.3K and leaving 4,990 shares worth $308K. The position accounts for 0.43% of the portfolio, ranked #56.

Pursuit Wealth Strategies first reported a position in D in Q4 2025 and has held it in 2 quarters since. The position peaked at $311K in Q4 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Pursuit Wealth Strategies held 4,990 shares of Dominion Energy worth $308K as of Q1 2026.
  • Pursuit Wealth Strategies sold 312 Dominion Energy shares in Q1 2026, an estimated $19.3K.
  • Dominion Energy made up 0.43% of Pursuit Wealth Strategies's portfolio in Q1 2026, its #56 holding.
  • Pursuit Wealth Strategies first reported a position in Dominion Energy in Q4 2025 and has held it in 2 quarters since.
  • Pursuit Wealth Strategies's Dominion Energy position peaked at $311K in Q4 2025.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Pursuit Wealth Strategies's 13F filing for Q1 2026, filed 15 May 2026.