Pin Oak Investment Advisors’s Dominion Energy D Stock Holding History

Pin Oak Investment Advisors’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	$1K	Buy	+12	New	+$780	﹤0.01%	511
2022 Q2	–	Sell	-100	Closed	-$8K	–	417
2022 Q1	$8K	Hold	100	–	–	0.01%	337
2021 Q4	$8K	Hold	100	–	–	0.01%	332
2021 Q3	$7K	Hold	100	–	–	0.01%	333
2021 Q2	$7K	Hold	100	–	–	0.01%	329
2021 Q1	$8K	Hold	100	–	–	0.01%	335
2020 Q4	$8K	Buy	+100	New	+$7.95K	0.01%	347
2019 Q4	–	Sell	-175	Closed	-$14K	–	400
2019 Q3	$14K	Hold	175	–	–	0.01%	288
2019 Q2	$14K	Hold	175	–	–	0.01%	307
2019 Q1	$13K	Hold	175	–	–	0.01%	303
2018 Q4	$13K	Sell	175 -355	-67%	-$25.9K	0.01%	289
2018 Q3	$37K	Buy	530 +9	+2%	+$637	0.03%	213
2018 Q2	$35K	Buy	521 +177	+51%	+$11.5K	0.03%	218
2018 Q1	$23K	Buy	344 +1	+0.3%	+$74	0.02%	251
2017 Q4	$28K	Buy	+343	New	+$27.8K	0.02%	246

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 $3.38T AUM 44.17% 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

Pin Oak Investment Advisors's D Position: Q2 2026 in Review

Pin Oak Investment Advisors opened a new position in Dominion Energy (D) in Q2 2026: 12 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #511 among its holdings. This is a return to the name: Pin Oak Investment Advisors previously reported a position in D as recently as Q1 2022.

Pin Oak Investment Advisors first reported a position in D in Q4 2017 and has held it in 15 quarters since. The position peaked at $37K in Q3 2018. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

Pin Oak Investment Advisors held 12 shares of Dominion Energy worth $1K as of Q2 2026.
Dominion Energy was a new Pin Oak Investment Advisors position in Q2 2026.
Dominion Energy made up ﹤0.01% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #511 holding.
Pin Oak Investment Advisors first reported a position in Dominion Energy in Q4 2017 and has held it in 15 quarters since.
Pin Oak Investment Advisors's Dominion Energy position peaked at $37K in Q3 2018.
1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.