Old Port Advisors’s Dominion Energy D Stock Holding History

Old Port 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	$268K	Buy	3,924 +376	+11%	+$24.4K	0.05%	232
2026 Q1	$219K	Sell	3,548 -68	-2%	-$4.2K	0.05%	226
2025 Q4	$212K	Sell	3,616 -92	-2%	-$5.54K	0.05%	223
2025 Q3	$227K	Sell	3,708 -564	-13%	-$33.5K	0.06%	218
2025 Q2	$241K	Sell	4,272 -1,283	-23%	-$70.3K	0.07%	209
2025 Q1	$311K	Sell	5,555 -48	-0.9%	-$2.64K	0.09%	178
2024 Q4	$302K	Sell	5,603 -129	-2%	-$7.36K	0.09%	185
2024 Q3	$331K	Sell	5,732 -87	-1%	-$4.75K	0.09%	181
2024 Q2	$285K	Sell	5,819 -1,601	-22%	-$81.6K	0.09%	183
2024 Q1	$365K	Sell	7,420 -1,597	-18%	-$74.6K	0.11%	161
2023 Q4	$424K	Sell	9,017 -1,344	-13%	-$60K	0.14%	154
2023 Q3	$463K	Buy	+10,361	New	+$514K	0.17%	142
2023 Q1	$773K	Sell	13,301 -2,003	-13%	-$117K	0.28%	113
2022 Q4	$938K	Sell	15,304 -2,907	-16%	-$183K	0.35%	100
2022 Q3	$1.26M	Buy	18,211 +539	+3%	+$43.5K	0.5%	77
2022 Q2	$1.4M	Buy	17,672 +1,130	+7%	+$93.3K	0.54%	59
2022 Q1	$1.43M	Buy	16,542 +709	+4%	+$56.9K	0.49%	71
2021 Q4	$1.25M	Buy	15,833 +824	+5%	+$62K	0.42%	84
2021 Q3	$1.11M	Buy	15,009 +2,303	+18%	+$176K	0.4%	81
2021 Q2	$956K	Buy	12,706 +7,848	+162%	+$606K	0.34%	91
2021 Q1	$369K	Buy	+4,858	New	+$353K	0.14%	149

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

Old Port Advisors's D Position: Q2 2026 in Review

Old Port Advisors increased its Dominion Energy (D) stake by 11% in Q2 2026, buying an estimated $24.4K and bringing the position to 3,924 shares worth $268K. The position accounts for 0.05% of the portfolio, ranked #232.

Old Port Advisors first reported a position in D in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.43M in Q1 2022. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

Old Port Advisors held 3,924 shares of Dominion Energy worth $268K as of Q2 2026.
Old Port Advisors bought 376 Dominion Energy shares in Q2 2026, an estimated $24.4K.
Dominion Energy made up 0.05% of Old Port Advisors's portfolio in Q2 2026, its #232 holding.
Old Port Advisors first reported a position in Dominion Energy in Q1 2021 and has held it in 21 quarters since.
Old Port Advisors's Dominion Energy position peaked at $1.43M in Q1 2022.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Old Port Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.