Silver Oak Securities
D icon

Silver Oak Securities’s Dominion Energy D Stock Holding History

Silver Oak Securities’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
Q3 		$353K Buy
+5,145
New +$346K 0.03% 594

Other funds holding D

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Silver Oak Securities's D Position: Q3 2026 in Review

Silver Oak Securities opened a new position in Dominion Energy (D) in Q3 2026: 5,145 shares worth $353K. The stake represents 0.03% of the portfolio and ranks #594 among its holdings.

984 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Silver Oak Securities held 5,145 shares of Dominion Energy worth $353K as of Q3 2026.
  • Dominion Energy was a new Silver Oak Securities position in Q3 2026.
  • Dominion Energy made up 0.03% of Silver Oak Securities's portfolio in Q3 2026, its #594 holding.
  • 984 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Silver Oak Securities's 13F filing for Q3 2026, filed 9 Nov 2026.