Oxford Financial Group’s Dominion Energy D Stock Holding History

Oxford Financial Group’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	$231K	Buy	3,380 +10	+0.3%	+$650	0.01%	231
2026 Q1	$208K	Sell	3,370 -257	-7%	-$15.9K	0.01%	241
2025 Q4	$213K	Buy	3,627 +273	+8%	+$16.4K	0.01%	226
2025 Q3	$205K	Buy	+3,354	New	+$199K	0.01%	218
2024 Q4	–	Sell	-3,495	Closed	-$202K	–	305
2024 Q3	$202K	Buy	+3,495	New	+$191K	0.01%	238
2023 Q2	–	Sell	-3,579	Closed	-$200K	–	294
2023 Q1	$200K	Buy	3,579 +225	+7%	+$13.2K	0.02%	189
2022 Q4	$206K	Hold	3,354	–	–	0.02%	186
2022 Q3	$232K	Sell	3,354 -35	-1%	-$2.83K	0.03%	159
2022 Q2	$270K	Buy	3,389 +35	+1%	+$2.89K	0.04%	159
2022 Q1	$285K	Hold	3,354	–	–	0.04%	163
2021 Q4	$263K	Hold	3,354	–	–	0.03%	172
2021 Q3	$245K	Hold	3,354	–	–	0.03%	162
2021 Q2	$247K	Hold	3,354	–	–	0.03%	160
2021 Q1	$255K	Hold	3,354	–	–	0.04%	157
2020 Q4	$252K	Buy	+3,354	New	+$266K	0.04%	158
2020 Q2	–	Sell	-3,354	Closed	-$242K	–	191
2020 Q1	$242K	Buy	+3,354	New	+$274K	0.05%	139

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

Oxford Financial Group's D Position: Q2 2026 in Review

Oxford Financial Group increased its Dominion Energy (D) stake by 0.3% in Q2 2026, buying an estimated $650 and bringing the position to 3,380 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #231.

Oxford Financial Group first reported a position in D in Q1 2020 and has held it in 16 quarters since. The position peaked at $285K in Q1 2022. 1,552 funds tracked by Wall St. Rank hold D as of Q2 2026.

Oxford Financial Group held 3,380 shares of Dominion Energy worth $231K as of Q2 2026.
Oxford Financial Group bought 10 Dominion Energy shares in Q2 2026, an estimated $650.
Dominion Energy made up 0.01% of Oxford Financial Group's portfolio in Q2 2026, its #231 holding.
Oxford Financial Group first reported a position in Dominion Energy in Q1 2020 and has held it in 16 quarters since.
Oxford Financial Group's Dominion Energy position peaked at $285K in Q1 2022.
1,552 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.