Action Point Financial Planning’s Dominion Energy D Stock Holding History

Action Point Financial Planning’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	$41.7K	Buy	+611	New	+$39.7K	﹤0.01%	884

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Action Point Financial Planning's D Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Dominion Energy (D) in Q2 2026: 611 shares worth $41.7K. The stake represents ﹤0.01% of the portfolio and ranks #884 among its holdings.

1,545 funds tracked by Wall St. Rank hold D as of Q2 2026.

Action Point Financial Planning held 611 shares of Dominion Energy worth $41.7K as of Q2 2026.
Dominion Energy was a new Action Point Financial Planning position in Q2 2026.
Dominion Energy made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #884 holding.
1,545 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.