One Capital Management’s Dominion Energy D Stock Holding History

One Capital 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 Q1	$13.9M	Buy	225,514 +20,075	+10%	+$1.24M	0.38%	62
2025 Q4	$12M	Buy	205,439 +14,653	+8%	+$883K	0.36%	67
2025 Q3	$11.7M	Buy	190,786 +10,828	+6%	+$644K	0.37%	69
2025 Q2	$10.2M	Buy	179,958 +13,750	+8%	+$753K	0.35%	74
2025 Q1	$9.32M	Buy	166,208 +11,585	+7%	+$637K	0.32%	80
2024 Q4	$8.33M	Sell	154,623 -5,461	-3%	-$312K	0.28%	91
2024 Q3	$9.25M	Buy	160,084 +6,241	+4%	+$341K	0.3%	89
2024 Q2	$7.54M	Buy	153,843 +22,066	+17%	+$1.12M	0.26%	90
2024 Q1	$6.48M	Buy	131,777 +16,252	+14%	+$759K	0.24%	93
2023 Q4	$5.43M	Sell	115,525 -8,676	-7%	-$387K	0.22%	105
2023 Q3	$5.55M	Buy	124,201 +17,559	+16%	+$872K	0.25%	96
2023 Q2	$5.52M	Buy	106,642 +10,966	+11%	+$596K	0.25%	100
2023 Q1	$5.35M	Buy	95,676 +10,641	+13%	+$623K	0.26%	104
2022 Q4	$5.21M	Buy	85,035 +10,484	+14%	+$658K	0.28%	98
2022 Q3	$5.15M	Buy	74,551 +779	+1%	+$62.9K	0.3%	87
2022 Q2	$5.89M	Buy	73,772 +820	+1%	+$67.7K	0.35%	78
2022 Q1	$6.2M	Buy	72,952 +1,993	+3%	+$160K	0.33%	81
2021 Q4	$5.57M	Buy	70,959 +491	+0.7%	+$36.9K	0.42%	63
2021 Q3	$5.14M	Sell	70,468 -4	-0%	-$305	0.43%	63
2021 Q2	$5.18M	Buy	70,472 +5,231	+8%	+$404K	0.46%	63
2021 Q1	$4.96M	Buy	65,241 +3,455	+6%	+$251K	0.55%	48
2020 Q4	$4.65M	Buy	+61,786	New	+$4.91M	0.56%	45

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

One Capital Management's D Position: Q1 2026 in Review

One Capital Management increased its Dominion Energy (D) stake by 9.8% in Q1 2026, buying an estimated $1.24M and bringing the position to 225,514 shares worth $13.9M. The position accounts for 0.38% of the portfolio, ranked #62.

One Capital Management first reported a position in D in Q4 2020 and has held it in 22 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

One Capital Management held 225,514 shares of Dominion Energy worth $13.9M as of Q1 2026.
One Capital Management bought 20,075 Dominion Energy shares in Q1 2026, an estimated $1.24M.
Dominion Energy made up 0.38% of One Capital Management's portfolio in Q1 2026, its #62 holding.
One Capital Management first reported a position in Dominion Energy in Q4 2020 and has held it in 22 quarters since.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on One Capital Management's 13F filing for Q1 2026, filed 13 May 2026.