BankPlus Trust Department’s Dominion Energy D Stock Holding History

BankPlus Trust Department’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	$18.3K	Hold	268	–	–	﹤0.01%	358
2026 Q1	$16.6K	Hold	268	–	–	﹤0.01%	347
2025 Q4	$15.7K	Hold	268	–	–	﹤0.01%	342
2025 Q3	$16.4K	Hold	268	–	–	﹤0.01%	337
2025 Q2	$15.1K	Hold	268	–	–	﹤0.01%	328
2025 Q1	$15K	Sell	268 -207	-44%	-$11.4K	0.01%	330
2024 Q4	$25.6K	Buy	+475	New	+$27.1K	0.01%	279

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

BankPlus Trust Department's D Position: Q2 2026 in Review

BankPlus Trust Department held its Dominion Energy (D) position steady in Q2 2026 at 268 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

BankPlus Trust Department first reported a position in D in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.6K in Q4 2024. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

BankPlus Trust Department held 268 shares of Dominion Energy worth $18.3K as of Q2 2026.
BankPlus Trust Department left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up ﹤0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #358 holding.
BankPlus Trust Department first reported a position in Dominion Energy in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's Dominion Energy position peaked at $25.6K in Q4 2024.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.