Occudo Quantitative Strategies’s Dominion Energy D Stock Holding History

Occudo Quantitative Strategies’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 Q4	–	Sell	-18,047	Closed	-$1.1M	–	732
2025 Q3	$1.1M	Buy	+18,047	New	+$1.07M	0.13%	219
2025 Q2	–	Sell	-19,031	Closed	-$1.05M	–	687
2025 Q1	$1.05M	Buy	+19,031	New	+$1.05M	0.14%	213
2023 Q2	–	Sell	-21,137	Closed	-$1.18M	–	1065
2023 Q1	$1.18M	Buy	21,137 +12,045	+132%	+$705K	0.11%	282
2022 Q4	$558K	Buy	9,092 +3,321	+58%	+$209K	0.06%	468
2022 Q3	$399K	Buy	+5,771	New	+$466K	0.03%	747
2022 Q2	–	Sell	-11,476	Closed	-$975K	–	1183
2022 Q1	$975K	Buy	+11,476	New	+$922K	0.08%	389
2021 Q4	–	Sell	-13,574	Closed	-$991K	–	1100
2021 Q3	$991K	Buy	13,574 +10,469	+337%	+$798K	0.12%	282
2021 Q2	$228K	Sell	3,105 -25,497	-89%	-$1.97M	0.03%	694
2021 Q1	$2.17M	Buy	+28,602	New	+$2.08M	0.48%	26

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

Occudo Quantitative Strategies's D Position: Q4 2025 in Review

Occudo Quantitative Strategies sold out of Dominion Energy (D) in Q4 2025, closing a stake of 18,047 shares — an estimated $1.1M sold.

Occudo Quantitative Strategies first reported a position in D in Q1 2021 and held it in 9 quarters. The position peaked at $2.17M in Q1 2021. 1,445 funds tracked by Wall St. Rank hold D as of Q4 2025.

Occudo Quantitative Strategies reported no remaining Dominion Energy position as of Q4 2025 after selling out during the quarter.
Occudo Quantitative Strategies sold 18,047 Dominion Energy shares in Q4 2025, an estimated $1.1M.
Occudo Quantitative Strategies first reported a position in Dominion Energy in Q1 2021 and held it in 9 quarters.
Occudo Quantitative Strategies's Dominion Energy position peaked at $2.17M in Q1 2021.
1,445 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2025, filed 17 Feb 2026.