Superior Planning, LLC’s Dominion Energy D Stock Holding History

Superior Planning, LLC’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	$101K	Buy	+1,672	New	+$112K	0.04%	239

Other funds holding D

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Superior Planning, LLC's D Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Dominion Energy (D) in Q3 2026: 1,672 shares worth $101K. The stake represents 0.04% of the portfolio and ranks #239 among its holdings.

1,090 funds tracked by Wall St. Rank hold D as of Q3 2026.

Superior Planning, LLC held 1,672 shares of Dominion Energy worth $101K as of Q3 2026.
Dominion Energy was a new Superior Planning, LLC position in Q3 2026.
Dominion Energy made up 0.04% of Superior Planning, LLC's portfolio in Q3 2026, its #239 holding.
1,090 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.