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Oppenheimer Asset Management’s Dominion Energy D Stock Holding History

Oppenheimer 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
Q1 		$7.13M Sell
115,291
-1,020
-0.9% -$63K 0.08% 270
2025
Q4 		$6.81M Sell
116,311
-751
-0.6% -$45.2K 0.08% 249
2025
Q3 		$7.16M Sell
117,062
-4,370
-4% -$260K 0.08% 272
2025
Q2 		$6.86M Sell
121,432
-2,657
-2% -$146K 0.08% 276
2025
Q1 		$6.96M Sell
124,089
-6,756
-5% -$372K 0.09% 254
2024
Q4 		$7.05M Sell
130,845
-6,196
-5% -$353K 0.09% 253
2024
Q3 		$7.92M Sell
137,041
-4,575
-3% -$250K 0.1% 232
2024
Q2 		$6.94M Buy
141,616
+2,142
+2% +$109K 0.09% 250
2024
Q1 		$6.86M Buy
139,474
+88,763
+175% +$4.15M 0.1% 230
2023
Q4 		$2.38M Buy
50,711
+1,031
+2% +$46K 0.03% 466
2023
Q3 		$2.22M Buy
49,680
+45,341
+1,045% +$2.25M 0.03% 456
2023
Q2 		$225K Buy
4,339
+346
+9% +$18.8K ﹤0.01% 1036
2023
Q1 		$223K Buy
3,993
+676
+20% +$39.6K ﹤0.01% 1030
2022
Q4 		$203K Sell
3,317
-581
-15% -$36.5K ﹤0.01% 1069
2022
Q3 		$269K Buy
3,898
+866
+29% +$69.9K ﹤0.01% 982
2022
Q2 		$242K Buy
3,032
+229
+8% +$18.9K ﹤0.01% 1027
2022
Q1 		$238K Buy
+2,803
New +$225K ﹤0.01% 1082
2020
Q2 		– Sell
-1,760
Closed -$127K – 1154
2020
Q1 		$127K Buy
1,760
+537
+44% +$43.8K ﹤0.01% 1058
2019
Q4 		$101K Buy
1,223
+188
+18% +$15.4K ﹤0.01% 1196
2019
Q3 		$84K Buy
1,035
+70
+7% +$5.41K ﹤0.01% 1232
2019
Q2 		$75K Sell
965
-48
-5% -$3.66K ﹤0.01% 1287
2019
Q1 		$78K Buy
1,013
+33
+3% +$2.41K ﹤0.01% 1276
2018
Q4 		$70K Buy
+980
New +$71.6K ﹤0.01% 1273
2017
Q4 		– Sell
-946
Closed -$73K – 1177
2017
Q3 		$73K Buy
946
+236
+33% +$18.4K ﹤0.01% 1274
2017
Q2 		$55K Sell
710
-470
-40% -$36.9K ﹤0.01% 1324
2017
Q1 		$92K Buy
+1,180
New +$89.3K ﹤0.01% 1206

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Wellington Management Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Oppenheimer Asset Management's D Position: Q1 2026 in Review

Oppenheimer Asset Management reduced its Dominion Energy (D) stake by 0.88% in Q1 2026, selling an estimated $63K and leaving 115,291 shares worth $7.13M. The position accounts for 0.08% of the portfolio, ranked #270.

Oppenheimer Asset Management first reported a position in D in Q1 2017 and has held it in 26 quarters since. The position peaked at $7.92M in Q3 2024. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Oppenheimer Asset Management held 115,291 shares of Dominion Energy worth $7.13M as of Q1 2026.
  • Oppenheimer Asset Management sold 1,020 Dominion Energy shares in Q1 2026, an estimated $63K.
  • Dominion Energy made up 0.08% of Oppenheimer Asset Management's portfolio in Q1 2026, its #270 holding.
  • Oppenheimer Asset Management first reported a position in Dominion Energy in Q1 2017 and has held it in 26 quarters since.
  • Oppenheimer Asset Management's Dominion Energy position peaked at $7.92M in Q3 2024.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.