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Osterweis Capital Management’s Dominion Energy D Stock Holding History

Osterweis 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
2025
Q2 		– Sell
-10
Closed -$561 – 316
2025
Q1 		$561 Buy
+10
New +$550 ﹤0.01% 283

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Osterweis Capital Management's D Position: Q2 2025 in Review

Osterweis Capital Management sold out of Dominion Energy (D) in Q2 2025, closing a stake of 10 shares — an estimated $561 sold.

Osterweis Capital Management first reported a position in D in Q1 2025 and held it in 1 quarter. The position peaked at $561 in Q1 2025. 1,349 funds tracked by Wall St. Rank hold D as of Q2 2025.

  • Osterweis Capital Management reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
  • Osterweis Capital Management sold 10 Dominion Energy shares in Q2 2025, an estimated $561.
  • Osterweis Capital Management first reported a position in Dominion Energy in Q1 2025 and held it in 1 quarter.
  • Osterweis Capital Management's Dominion Energy position peaked at $561 in Q1 2025.
  • 1,349 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Osterweis Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.