Occidental Asset Management’s Dominion Energy D Stock Holding History

Occidental Asset Management’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	$6.52M	Buy	95,500 +4,024	+4%	+$262K	0.65%	46
2026 Q1	$5.66M	Buy	91,476 +3,119	+4%	+$193K	0.67%	46
2025 Q4	$5.18M	Buy	88,357 +2,511	+3%	+$151K	0.62%	48
2025 Q3	$5.25M	Buy	85,846 +935	+1%	+$55.6K	0.66%	42
2025 Q2	$4.8M	Buy	84,911 +6,172	+8%	+$338K	0.66%	44
2025 Q1	$4.41M	Buy	78,739 +4,815	+7%	+$265K	0.67%	42
2024 Q4	$3.98M	Buy	73,924 +3,948	+6%	+$225K	0.62%	45
2024 Q3	$4.04M	Buy	+69,976	New	+$3.82M	0.65%	41

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Occidental Asset Management's D Position: Q2 2026 in Review

Occidental Asset Management increased its Dominion Energy (D) stake by 4.4% in Q2 2026, buying an estimated $262K and bringing the position to 95,500 shares worth $6.52M. The position accounts for 0.65% of the portfolio, ranked #46.

Occidental Asset Management first reported a position in D in Q3 2024 and has held it in 8 quarters since. 1,550 funds tracked by Wall St. Rank hold D as of Q2 2026.

Occidental Asset Management held 95,500 shares of Dominion Energy worth $6.52M as of Q2 2026.
Occidental Asset Management bought 4,024 Dominion Energy shares in Q2 2026, an estimated $262K.
Dominion Energy made up 0.65% of Occidental Asset Management's portfolio in Q2 2026, its #46 holding.
Occidental Asset Management first reported a position in Dominion Energy in Q3 2024 and has held it in 8 quarters since.
1,550 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.