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 Q3	$17.3M	Buy	286,283 +200	+0.1%	+$13.4K	0.78%	29
2026 Q2	$19.5M	Buy	286,083 +43,883	+18%	+$2.85M	0.93%	24
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Oak Grove Capital's D Position: Q3 2026 in Review

Oak Grove Capital increased its Dominion Energy (D) stake by 0.07% in Q3 2026, buying an estimated $13.4K and bringing the position to 286,283 shares worth $17.3M. The position accounts for 0.78% of the portfolio, ranked #29.

Oak Grove Capital first reported a position in D in Q4 2024 and has held it in 8 quarters since. The position peaked at $19.5M in Q2 2026. 984 funds tracked by Wall St. Rank hold D as of Q3 2026.

Oak Grove Capital held 286,283 shares of Dominion Energy worth $17.3M as of Q3 2026.
Oak Grove Capital bought 200 Dominion Energy shares in Q3 2026, an estimated $13.4K.
Dominion Energy made up 0.78% of Oak Grove Capital's portfolio in Q3 2026, its #29 holding.
Oak Grove Capital first reported a position in Dominion Energy in Q4 2024 and has held it in 8 quarters since.
Oak Grove Capital's Dominion Energy position peaked at $19.5M in Q2 2026.
984 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Oak Grove Capital's 13F filing for Q3 2026, filed 9 Oct 2026.