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Abacus Planning Group’s Dominion Energy D Stock Holding History

Abacus Planning Group’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 		$506K Buy
7,409
+235
+3% +$15.3K 0.06% 140
2026
Q1 		$444K Sell
7,174
-82
-1% -$5.07K 0.06% 154
2025
Q4 		$425K Buy
7,256
+673
+10% +$40.5K 0.06% 156
2025
Q3 		$403K Buy
6,583
+9
+0.1% +$535 0.06% 153
2025
Q2 		$372K Sell
6,574
-301
-4% -$16.5K 0.06% 161
2025
Q1 		$385K Buy
6,875
+262
+4% +$14.4K 0.07% 144
2024
Q4 		$356K Sell
6,613
-96
-1% -$5.48K 0.06% 145
2024
Q3 		$388K Buy
6,709
+302
+5% +$16.5K 0.07% 136
2024
Q2 		$314K Buy
6,407
+1,633
+34% +$83.2K 0.06% 145
2024
Q1 		$235K Sell
4,774
-626
-12% -$29.2K 0.05% 180
2023
Q4 		$254K Sell
5,400
-9
-0.2% -$402 0.05% 163
2023
Q3 		$242K Buy
5,409
+28
+0.5% +$1.39K 0.06% 154
2023
Q2 		$279K Sell
5,381
-162
-3% -$8.81K 0.07% 146
2023
Q1 		$310K Sell
5,543
-16
-0.3% -$936 0.08% 132
2022
Q4 		$341K Sell
5,559
-240
-4% -$15.1K 0.09% 126
2022
Q3 		$401K Sell
5,799
-5,614
-49% -$453K 0.12% 108
2022
Q2 		$911K Sell
11,413
-59
-0.5% -$4.87K 0.27% 62
2022
Q1 		$975K Sell
11,472
-257
-2% -$20.6K 0.26% 70
2021
Q4 		$921K Buy
11,729
+5,652
+93% +$425K 0.25% 80
2021
Q3 		$444K Sell
6,077
-155
-2% -$11.8K 0.14% 106
2021
Q2 		$459K Sell
6,232
-400
-6% -$30.9K 0.14% 106
2021
Q1 		$504K Buy
6,632
+9
+0.1% +$654 0.16% 96
2020
Q4 		$498K Sell
6,623
-364
-5% -$28.9K 0.15% 96
2020
Q3 		$552K Buy
6,987
+385
+6% +$30.2K 0.2% 85
2020
Q2 		$536K Buy
6,602
+11
+0.2% +$882 0.22% 80
2020
Q1 		$476K Buy
6,591
+15
+0.2% +$1.23K 0.23% 77
2019
Q4 		$545K Sell
6,576
-65
-1% -$5.31K 0.25% 80
2019
Q3 		$538K Sell
6,641
-854
-11% -$66K 0.27% 80
2019
Q2 		$580K Buy
7,495
+115
+2% +$8.76K 0.35% 69
2019
Q1 		$566K Buy
+7,380
New +$539K 0.35% 70

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Abacus Planning Group's D Position: Q2 2026 in Review

Abacus Planning Group increased its Dominion Energy (D) stake by 3.3% in Q2 2026, buying an estimated $15.3K and bringing the position to 7,409 shares worth $506K. The position accounts for 0.06% of the portfolio, ranked #140.

Abacus Planning Group first reported a position in D in Q1 2019 and has held it in 30 quarters since. The position peaked at $975K in Q1 2022. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Abacus Planning Group held 7,409 shares of Dominion Energy worth $506K as of Q2 2026.
  • Abacus Planning Group bought 235 Dominion Energy shares in Q2 2026, an estimated $15.3K.
  • Dominion Energy made up 0.06% of Abacus Planning Group's portfolio in Q2 2026, its #140 holding.
  • Abacus Planning Group first reported a position in Dominion Energy in Q1 2019 and has held it in 30 quarters since.
  • Abacus Planning Group's Dominion Energy position peaked at $975K in Q1 2022.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.