Birnam Oak Advisors’s Dominion Energy D Stock Holding History

Birnam Oak Advisors’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	$10.2M	Buy	+150,000	New	+$9.75M	1.66%	16

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Birnam Oak Advisors's D Position: Q2 2026 in Review

Birnam Oak Advisors opened a new position in Dominion Energy (D) in Q2 2026: 150,000 shares worth $10.2M. The stake represents 1.66% of the portfolio and ranks #16 among its holdings.

1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

Birnam Oak Advisors held 150,000 shares of Dominion Energy worth $10.2M as of Q2 2026.
Dominion Energy was a new Birnam Oak Advisors position in Q2 2026.
Dominion Energy made up 1.66% of Birnam Oak Advisors's portfolio in Q2 2026, its #16 holding.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Birnam Oak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.