OIA
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Oakmont Investment Advisors’s Dominion Energy D Stock Holding History

Oakmont Investment 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
2026
Q2 		$352K Hold
5,162
– – 0.24% 100
2026
Q1 		$319K Hold
5,162
– – 0.29% 74
2025
Q4 		$302K Buy
+5,162
New +$311K 0.22% 92

Other funds holding D

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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

Oakmont Investment Advisors's D Position: Q2 2026 in Review

Oakmont Investment Advisors held its Dominion Energy (D) position steady in Q2 2026 at 5,162 shares worth $352K. The position accounts for 0.24% of the portfolio, ranked #100.

Oakmont Investment Advisors first reported a position in D in Q4 2025 and has held it in 3 quarters since. 1,544 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Oakmont Investment Advisors held 5,162 shares of Dominion Energy worth $352K as of Q2 2026.
  • Oakmont Investment Advisors left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up 0.24% of Oakmont Investment Advisors's portfolio in Q2 2026, its #100 holding.
  • Oakmont Investment Advisors first reported a position in Dominion Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Oakmont Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.