WOC
D icon

West Oak Capital’s Dominion Energy D Stock Holding History

West Oak Capital’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
2024
Q2 		– Sell
-1,800
Closed -$67K – 322
2024
Q1 		$67K Hold
1,800
– – 0.03% 167
2023
Q4 		$62K Sell
1,800
-100
-5% -$4.46K 0.03% 173
2023
Q3 		$50K Buy
1,900
+400
+27% +$19.9K 0.02% 175
2023
Q2 		$41.9K Buy
1,500
+100
+7% +$5.44K 0.02% 180
2023
Q1 		$40.2K Buy
1,400
+800
+133% +$46.8K 0.02% 178
2022
Q4 		$22K Buy
600
+500
+500% +$31.4K 0.01% 181
2022
Q3 		$7K Hold
100
– – ﹤0.01% 258
2022
Q2 		$8K Hold
100
– – ﹤0.01% 253
2022
Q1 		$8K Hold
100
– – ﹤0.01% 276
2021
Q4 		$8K Sell
100
-250
-71% -$18.8K ﹤0.01% 280
2021
Q3 		$26K Hold
350
– – 0.01% 226
2021
Q2 		$26K Sell
350
-250
-42% -$19.3K 0.01% 222
2021
Q1 		$46K Hold
600
– – 0.02% 184
2020
Q4 		$45K Hold
600
– – 0.02% 182
2020
Q3 		$47K Sell
600
-250
-29% -$19.6K 0.03% 167
2020
Q2 		$69K Hold
850
– – 0.04% 156
2020
Q1 		$61K Hold
850
– – 0.04% 156
2019
Q4 		$70K Buy
850
+100
+13% +$8.17K 0.04% 159
2019
Q3 		$61K Buy
+750
New +$58K 0.04% 168
2018
Q1 		– Sell
-200
Closed -$16.2K – 348
2017
Q4 		$16.2K Sell
200
-125
-38% -$10.1K 0.01% 228
2017
Q3 		$25K Hold
325
– – 0.01% 220
2017
Q2 		$24.9K Buy
325
+125
+63% +$9.83K 0.02% 221
2017
Q1 		$15.5K Sell
200
-590
-75% -$44.6K 0.01% 274
2016
Q4 		$60.5K Hold
790
– – 0.04% 168
2016
Q3 		$58.7K Buy
790
+100
+14% +$7.62K 0.04% 168
2016
Q2 		$53.8K Buy
+690
New +$50.1K 0.04% 158

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

West Oak Capital's D Position: Q2 2024 in Review

West Oak Capital sold out of Dominion Energy (D) in Q2 2024, closing a stake of 1,800 shares — an estimated $67K sold.

West Oak Capital first reported a position in D in Q2 2016 and held it in 26 quarters. The position peaked at $70K in Q4 2019. 1,273 funds tracked by Wall St. Rank hold D as of Q2 2024.

  • West Oak Capital reported no remaining Dominion Energy position as of Q2 2024 after selling out during the quarter.
  • West Oak Capital sold 1,800 Dominion Energy shares in Q2 2024, an estimated $67K.
  • West Oak Capital first reported a position in Dominion Energy in Q2 2016 and held it in 26 quarters.
  • West Oak Capital's Dominion Energy position peaked at $70K in Q4 2019.
  • 1,273 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2024.

Based on West Oak Capital's 13F filing for Q2 2024, filed 24 Jul 2024.