Oak Hill Wealth Advisors’s Dominion Energy D Stock Holding History

Oak Hill Wealth Advisors’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
2025 Q3	$586K	Sell	9,582 -430	-4%	-$25.6K	0.11%	96
2025 Q2	$564K	Buy	10,012 +907	+10%	+$49.7K	0.12%	92
2025 Q1	$511K	Sell	9,105 -684	-7%	-$37.6K	0.12%	88
2024 Q4	$527K	Buy	+9,789	New	+$558K	0.13%	83
2024 Q3	–	Sell	-9,038	Closed	-$494K	–	149
2024 Q2	$443K	Buy	+9,038	New	+$460K	0.13%	71
2024 Q1	–	Sell	-12,903	Closed	-$603K	–	136
2023 Q4	$606K	Sell	12,903 -688	-5%	-$30.7K	0.21%	52
2023 Q3	$607K	Sell	13,591 -886	-6%	-$44K	0.23%	53
2023 Q2	$751K	Sell	14,477 -1,280	-8%	-$69.6K	0.28%	45
2023 Q1	$881K	Sell	15,757 -688	-4%	-$40.3K	0.35%	42
2022 Q4	$1.01M	Buy	+16,445	New	+$1.03M	0.42%	37

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oak Hill Wealth Advisors's D Position: Q3 2025 in Review

Oak Hill Wealth Advisors reduced its Dominion Energy (D) stake by 4.3% in Q3 2025, selling an estimated $25.6K and leaving 9,582 shares worth $586K. The position accounts for 0.11% of the portfolio, ranked #96.

Oak Hill Wealth Advisors first reported a position in D in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.01M in Q4 2022. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

Oak Hill Wealth Advisors held 9,582 shares of Dominion Energy worth $586K as of Q3 2025.
Oak Hill Wealth Advisors sold 430 Dominion Energy shares in Q3 2025, an estimated $25.6K.
Dominion Energy made up 0.11% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #96 holding.
Oak Hill Wealth Advisors first reported a position in Dominion Energy in Q4 2022 and has held it in 10 quarters since.
Oak Hill Wealth Advisors's Dominion Energy position peaked at $1.01M in Q4 2022.
1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.