OLVIG
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Oliver Lagore Vanvalin Investment Group’s Dominion Energy D Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q2 		$35.8K Buy
+639
New +$35K 0.01% 289
2024
Q4 		$34.4K Hold
639
– – 0.01% 294
2024
Q3 		$36.9K Sell
639
-503
-44% -$27.5K 0.01% 277
2024
Q2 		$56K Buy
1,142
+503
+79% +$25.6K 0.02% 228
2024
Q1 		$31.4K Hold
639
– – 0.01% 291
2023
Q4 		$30K Sell
639
-200
-24% -$8.93K 0.01% 268
2023
Q3 		$37.5K Buy
839
+400
+91% +$19.9K 0.01% 273
2023
Q2 		$22.7K Hold
439
– – 0.01% 352
2023
Q1 		$24.5K Buy
439
+174
+66% +$10.2K 0.01% 268
2022
Q4 		$16.3K Sell
265
-13
-5% -$816 0.01% 303
2022
Q3 		$19K Hold
278
– – 0.01% 254
2022
Q2 		$22K Buy
278
+13
+5% +$1.07K 0.01% 246
2022
Q1 		$23K Buy
+265
New +$21.3K 0.02% 241

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's D Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Dominion Energy (D) in Q2 2025: 639 shares worth $35.8K. The stake represents 0.01% of the portfolio and ranks #289 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in D as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in D in Q1 2022 and has held it in 13 quarters since. The position peaked at $56K in Q2 2024. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 639 shares of Dominion Energy worth $35.8K as of Q2 2025.
  • Dominion Energy was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Dominion Energy made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #289 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Dominion Energy in Q1 2022 and has held it in 13 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Dominion Energy position peaked at $56K in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.