Sierra Ocean’s Dominion Energy D Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-314	Closed	-$17.8K	–	274
2025 Q2	$17.8K	Hold	314	–	–	0.01%	350
2025 Q1	$17.6K	Hold	314	–	–	0.01%	323
2024 Q4	$16.9K	Buy	+314	New	+$17.9K	0.01%	316

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sierra Ocean's D Position: Q3 2025 in Review

Sierra Ocean sold out of Dominion Energy (D) in Q3 2025, closing a stake of 314 shares — an estimated $17.8K sold.

Sierra Ocean first reported a position in D in Q4 2024 and held it in 3 quarters. The position peaked at $17.8K in Q2 2025. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

Sierra Ocean reported no remaining Dominion Energy position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 314 Dominion Energy shares in Q3 2025, an estimated $17.8K.
Sierra Ocean first reported a position in Dominion Energy in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Dominion Energy position peaked at $17.8K in Q2 2025.
1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.