Charter Oak Capital Management’s Dominion Energy D Stock Holding History

Charter Oak Capital 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
2026 Q1	$201K	Buy	+3,254	New	+$201K	0.02%	207
2022 Q3	–	Sell	-207	Closed	-$17K	–	309
2022 Q2	$17K	Hold	207	–	–	﹤0.01%	502
2022 Q1	$17K	Hold	207	–	–	﹤0.01%	544
2021 Q4	$15K	Hold	207	–	–	﹤0.01%	555
2021 Q3	$15K	Hold	207	–	–	﹤0.01%	504
2021 Q2	$15K	Hold	207	–	–	﹤0.01%	500
2021 Q1	$15K	Hold	207	–	–	﹤0.01%	472
2020 Q4	$17K	Buy	+207	New	+$16.4K	﹤0.01%	437

Other funds holding D

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Charter Oak Capital Management's D Position: Q1 2026 in Review

Charter Oak Capital Management opened a new position in Dominion Energy (D) in Q1 2026: 3,254 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #207 among its holdings. This is a return to the name: Charter Oak Capital Management previously reported a position in D as recently as Q2 2022.

Charter Oak Capital Management first reported a position in D in Q4 2020 and has held it in 8 quarters since. 1,486 funds tracked by Wall St. Rank hold D as of Q1 2026.

Charter Oak Capital Management held 3,254 shares of Dominion Energy worth $201K as of Q1 2026.
Dominion Energy was a new Charter Oak Capital Management position in Q1 2026.
Dominion Energy made up 0.02% of Charter Oak Capital Management's portfolio in Q1 2026, its #207 holding.
Charter Oak Capital Management first reported a position in Dominion Energy in Q4 2020 and has held it in 8 quarters since.
1,486 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.