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

Charter Oak Capital Management’s Portfolio D Stock Details D Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$201K	Buy
2022 Q3	–	Sell
2022 Q2	$17K	Hold
2022 Q1	$17K	Hold
2021 Q4	$15K	Hold
2021 Q3	$15K	Hold
2021 Q2	$15K	Hold
2021 Q1	$15K	Hold
2020 Q4	$17K	Buy