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Orion Portfolio Solutions’s Dominion Energy D Stock Holding History

Orion Portfolio Solutions’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
Q1 		$12M Sell
213,953
-4,653
-2% -$256K 0.12% 157
2024
Q4 		$11.8M Buy
218,606
+14,398
+7% +$821K 0.12% 158
2024
Q3 		$11.8M Buy
204,208
+49,165
+32% +$2.69M 0.12% 170
2024
Q2 		$7.6M Sell
155,043
-7,116
-4% -$363K 0.08% 235
2024
Q1 		$7.98M Buy
162,159
+8,973
+6% +$419K 0.09% 236
2023
Q4 		$7.51M Sell
153,186
-31,837
-17% -$1.42M 0.09% 224
2023
Q3 		$8.26M Sell
185,023
-3,265
-2% -$162K 0.1% 199
2023
Q2 		$9.75M Buy
188,288
+15,578
+9% +$847K 0.1% 191
2023
Q1 		$9.66M Buy
172,710
+161,178
+1,398% +$9.43M 0.12% 161
2022
Q4 		$707K Sell
11,532
-291
-2% -$18.3K 0.02% 393
2022
Q3 		$817K Buy
11,823
+2,133
+22% +$172K 0.03% 305
2022
Q2 		$773K Buy
9,690
+568
+6% +$46.9K 0.03% 297
2022
Q1 		$775K Sell
9,122
-2,261
-20% -$182K 0.03% 310
2021
Q4 		$894K Sell
11,383
-593
-5% -$44.6K 0.03% 298
2021
Q3 		$874K Buy
11,976
+2,781
+30% +$212K 0.03% 277
2021
Q2 		$676K Buy
9,195
+538
+6% +$41.5K 0.03% 299
2021
Q1 		$658K Buy
8,657
+220
+3% +$16K 0.03% 266
2020
Q4 		$634K Buy
8,437
+37
+0.4% +$2.94K 0.03% 257
2020
Q3 		$663K Buy
8,400
+165
+2% +$13K 0.03% 223
2020
Q2 		$669K Sell
8,235
-156
-2% -$12.5K 0.04% 205
2020
Q1 		$606K Buy
8,391
+1,514
+22% +$124K 0.04% 183
2019
Q4 		$570K Buy
+6,877
New +$562K 0.04% 192

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Orion Portfolio Solutions's D Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Dominion Energy (D) stake by 2.1% in Q1 2025, selling an estimated $256K and leaving 213,953 shares worth $12M. The position accounts for 0.12% of the portfolio, ranked #157.

Orion Portfolio Solutions first reported a position in D in Q4 2019 and has held it in 22 quarters since. 1,403 funds tracked by Wall St. Rank hold D as of Q1 2025.

  • Orion Portfolio Solutions held 213,953 shares of Dominion Energy worth $12M as of Q1 2025.
  • Orion Portfolio Solutions sold 4,653 Dominion Energy shares in Q1 2025, an estimated $256K.
  • Dominion Energy made up 0.12% of Orion Portfolio Solutions's portfolio in Q1 2025, its #157 holding.
  • Orion Portfolio Solutions first reported a position in Dominion Energy in Q4 2019 and has held it in 22 quarters since.
  • 1,403 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.