Orion Capital Management’s Dominion Energy D Stock Holding History

Orion 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 Q2	–	Sell	-500	Closed	-$30.9K	–	520
2026 Q1	$30.9K	Hold	500	–	–	0.01%	302
2025 Q4	$29.3K	Hold	500	–	–	0.01%	319
2025 Q3	$30.6K	Hold	500	–	–	0.01%	306
2025 Q2	$28.3K	Hold	500	–	–	0.01%	297
2025 Q1	$28K	Hold	500	–	–	0.01%	285
2024 Q4	$26.9K	Buy	+500	New	+$28.5K	0.01%	293
2024 Q3	–	Sell	-500	Closed	-$24.5K	–	218
2024 Q2	$24.5K	Hold	500	–	–	0.01%	292
2024 Q1	$24.6K	Hold	500	–	–	0.01%	313
2023 Q4	$23.5K	Hold	500	–	–	0.01%	320
2023 Q3	$22.3K	Buy	+500	New	+$24.8K	0.01%	313
2023 Q2	–	Sell	-1,000	Closed	-$55.9K	–	216
2023 Q1	$55.9K	Hold	1,000	–	–	0.04%	206
2022 Q4	$61.3K	Hold	1,000	–	–	0.05%	183
2022 Q3	$69K	Buy	1,000 +500	+100%	+$40.4K	0.06%	170
2022 Q2	$40K	Hold	500	–	–	0.03%	211
2022 Q1	$42K	Hold	500	–	–	0.03%	219
2021 Q4	$39K	Hold	500	–	–	0.02%	214
2021 Q3	$37K	Hold	500	–	–	0.02%	212
2021 Q2	$37K	Hold	500	–	–	0.02%	192
2021 Q1	$38K	Hold	500	–	–	0.03%	180
2020 Q4	$38K	Buy	+500	New	+$39.7K	0.03%	169

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

Orion Capital Management's D Position: Q2 2026 in Review

Orion Capital Management sold out of Dominion Energy (D) in Q2 2026, closing a stake of 500 shares — an estimated $30.9K sold.

Orion Capital Management first reported a position in D in Q4 2020 and held it in 20 quarters. The position peaked at $69K in Q3 2022. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

Orion Capital Management reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
Orion Capital Management sold 500 Dominion Energy shares in Q2 2026, an estimated $30.9K.
Orion Capital Management first reported a position in Dominion Energy in Q4 2020 and held it in 20 quarters.
Orion Capital Management's Dominion Energy position peaked at $69K in Q3 2022.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.