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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
Q2 		$692K Sell
10,133
-33
-0.3% -$2.15K 0.26% 84
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

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Oak Harbor Wealth Partners's D Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its Dominion Energy (D) stake by 0.32% in Q2 2026, selling an estimated $2.15K and leaving 10,133 shares worth $692K. The position accounts for 0.26% of the portfolio, ranked #84.

Oak Harbor Wealth Partners first reported a position in D in Q4 2021 and has held it in 19 quarters since. The position peaked at $797K in Q1 2022. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Oak Harbor Wealth Partners held 10,133 shares of Dominion Energy worth $692K as of Q2 2026.
  • Oak Harbor Wealth Partners sold 33 Dominion Energy shares in Q2 2026, an estimated $2.15K.
  • Dominion Energy made up 0.26% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #84 holding.
  • Oak Harbor Wealth Partners first reported a position in Dominion Energy in Q4 2021 and has held it in 19 quarters since.
  • Oak Harbor Wealth Partners's Dominion Energy position peaked at $797K in Q1 2022.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.