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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oxford Financial Group's D Position: Q1 2026 in Review

Oxford Financial Group reduced its Dominion Energy (D) stake by 7.1% in Q1 2026, selling an estimated $15.9K and leaving 3,370 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #241.

Oxford Financial Group first reported a position in D in Q1 2020 and has held it in 15 quarters since. The position peaked at $285K in Q1 2022. 1,476 funds tracked by Wall St. Rank hold D as of Q1 2026.

Oxford Financial Group held 3,370 shares of Dominion Energy worth $208K as of Q1 2026.
Oxford Financial Group sold 257 Dominion Energy shares in Q1 2026, an estimated $15.9K.
Dominion Energy made up 0.01% of Oxford Financial Group's portfolio in Q1 2026, its #241 holding.
Oxford Financial Group first reported a position in Dominion Energy in Q1 2020 and has held it in 15 quarters since.
Oxford Financial Group's Dominion Energy position peaked at $285K in Q1 2022.
1,476 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.