Oak Grove Capital’s Dominion Energy D Stock Holding History

Oak Grove Capital’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	$15M	Buy	242,200 +16,800	+7%	+$1.04M	1.27%	17
2025 Q4	$13.2M	Buy	225,400 +200	+0.1%	+$12K	1.57%	18
2025 Q3	$13.8M	Sell	225,200 -43,500	-16%	-$2.59M	1.95%	18
2025 Q2	$15.2M	Buy	268,700 +37,694	+16%	+$2.07M	2.49%	12
2025 Q1	$13M	Buy	231,006 +19,756	+9%	+$1.09M	2.7%	12
2024 Q4	$11.4M	Buy	+211,250	New	+$12.1M	1.7%	16

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oak Grove Capital's D Position: Q1 2026 in Review

Oak Grove Capital increased its Dominion Energy (D) stake by 7.5% in Q1 2026, buying an estimated $1.04M and bringing the position to 242,200 shares worth $15M. The position accounts for 1.27% of the portfolio, ranked #17.

Oak Grove Capital first reported a position in D in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.2M in Q2 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Oak Grove Capital held 242,200 shares of Dominion Energy worth $15M as of Q1 2026.
Oak Grove Capital bought 16,800 Dominion Energy shares in Q1 2026, an estimated $1.04M.
Dominion Energy made up 1.27% of Oak Grove Capital's portfolio in Q1 2026, its #17 holding.
Oak Grove Capital first reported a position in Dominion Energy in Q4 2024 and has held it in 6 quarters since.
Oak Grove Capital's Dominion Energy position peaked at $15.2M in Q2 2025.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Oak Grove Capital's 13F filing for Q1 2026, filed 13 May 2026.