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Asset Planning Inc’s Dominion Energy D Stock Holding History

Asset Planning Inc’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 		$146K Buy
2,142
+3
+0.1% +$195 0.09% 105
2026
Q1 		$132K Buy
2,139
+300
+16% +$18.5K 0.09% 98
2025
Q4 		$108K Hold
1,839
– – 0.08% 101
2025
Q3 		$112K Hold
1,839
– – 0.08% 102
2025
Q2 		$104K Hold
1,839
– – 0.08% 107
2025
Q1 		$103K Hold
1,839
– – 0.08% 102
2024
Q4 		$99K Buy
+1,839
New +$105K 0.08% 106

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

Asset Planning Inc's D Position: Q2 2026 in Review

Asset Planning Inc increased its Dominion Energy (D) stake by 0.14% in Q2 2026, buying an estimated $195 and bringing the position to 2,142 shares worth $146K. The position accounts for 0.09% of the portfolio, ranked #105.

Asset Planning Inc first reported a position in D in Q4 2024 and has held it in 7 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Asset Planning Inc held 2,142 shares of Dominion Energy worth $146K as of Q2 2026.
  • Asset Planning Inc bought 3 Dominion Energy shares in Q2 2026, an estimated $195.
  • Dominion Energy made up 0.09% of Asset Planning Inc's portfolio in Q2 2026, its #105 holding.
  • Asset Planning Inc first reported a position in Dominion Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.