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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-9,010
Closed -$521K 171
2024
Q3
$521K Buy
+9,010
New +$492K 0.13% 72
2024
Q2
Sell
-10,875
Closed -$535K 143
2024
Q1
$535K Buy
+10,875
New +$508K 0.17% 57

Other funds holding D

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.