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Oak Harbor Wealth Partners’s Dominion Energy D Stock Holding History

Oak Harbor Wealth Partners’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 		$628K Buy
10,166
+1,829
+22% +$113K 0.15% 124
2025
Q4 		$488K Sell
8,337
-909
-10% -$54.8K 0.12% 141
2025
Q3 		$566K Sell
9,246
-378
-4% -$22.5K 0.14% 129
2025
Q2 		$544K Hold
9,624
– – 0.15% 118
2025
Q1 		$540K Hold
9,624
– – 0.15% 111
2024
Q4 		$518K Buy
9,624
+939
+11% +$53.6K 0.15% 117
2024
Q3 		$502K Sell
8,685
-327
-4% -$17.9K 0.14% 119
2024
Q2 		$442K Sell
9,012
-495
-5% -$25.2K 0.14% 117
2024
Q1 		$468K Buy
9,507
+400
+4% +$18.7K 0.15% 118
2023
Q4 		$428K Sell
9,107
-150
-2% -$6.7K 0.14% 118
2023
Q3 		$414K Sell
9,257
-700
-7% -$34.8K 0.15% 117
2023
Q2 		$516K Buy
9,957
+333
+3% +$18.1K 0.18% 111
2023
Q1 		$538K Sell
9,624
-633
-6% -$37K 0.2% 105
2022
Q4 		$629K Buy
10,257
+878
+9% +$55.1K 0.24% 82
2022
Q3 		$648K Hold
9,379
– – 0.25% 81
2022
Q2 		$749K Hold
9,379
– – 0.3% 75
2022
Q1 		$797K Buy
9,379
+161
+2% +$12.9K 0.26% 82
2021
Q4 		$724K Buy
+9,218
New +$694K 0.25% 79

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oak Harbor Wealth Partners's D Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its Dominion Energy (D) stake by 22% in Q1 2026, buying an estimated $113K and bringing the position to 10,166 shares worth $628K. The position accounts for 0.15% of the portfolio, ranked #124.

Oak Harbor Wealth Partners first reported a position in D in Q4 2021 and has held it in 18 quarters since. The position peaked at $797K in Q1 2022. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Oak Harbor Wealth Partners held 10,166 shares of Dominion Energy worth $628K as of Q1 2026.
  • Oak Harbor Wealth Partners bought 1,829 Dominion Energy shares in Q1 2026, an estimated $113K.
  • Dominion Energy made up 0.15% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #124 holding.
  • Oak Harbor Wealth Partners first reported a position in Dominion Energy in Q4 2021 and has held it in 18 quarters since.
  • Oak Harbor Wealth Partners's Dominion Energy position peaked at $797K in Q1 2022.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.