CFFP
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Center for Financial Planning’s Dominion Energy D Stock Holding History

Center for 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 		$43.8K Hold
641
– – ﹤0.01% 337
2026
Q1 		$39.6K Sell
641
-80
-11% -$4.94K ﹤0.01% 335
2025
Q4 		$42.2K Buy
721
+80
+12% +$4.82K ﹤0.01% 316
2025
Q3 		$39.2K Hold
641
– – ﹤0.01% 336
2025
Q2 		$36.2K Hold
641
– – ﹤0.01% 327
2025
Q1 		$35.9K Hold
641
– – ﹤0.01% 321
2024
Q4 		$34.5K Hold
641
– – ﹤0.01% 301
2024
Q3 		$37K Hold
641
– – 0.01% 284
2024
Q2 		$31.4K Sell
641
-375
-37% -$19.1K ﹤0.01% 285
2024
Q1 		$50K Buy
1,016
+341
+51% +$15.9K 0.01% 240
2023
Q4 		$31.7K Hold
675
– – 0.01% 270
2023
Q3 		$30.2K Sell
675
-267
-28% -$13.3K 0.01% 260
2023
Q2 		$48.8K Sell
942
-2
-0.2% -$109 0.01% 232
2023
Q1 		$52.8K Hold
944
– – 0.01% 214
2022
Q4 		$57.9K Hold
944
– – 0.01% 206
2022
Q3 		$65K Sell
944
-381
-29% -$30.8K 0.02% 190
2022
Q2 		$106K Hold
1,325
– – 0.03% 156
2022
Q1 		$113K Hold
1,325
– – 0.02% 165
2021
Q4 		$104K Hold
1,325
– – 0.02% 170
2021
Q3 		$97K Hold
1,325
– – 0.02% 165
2021
Q2 		$97K Hold
1,325
– – 0.02% 166
2021
Q1 		$101K Buy
1,325
+375
+39% +$27.2K 0.03% 159
2020
Q4 		$71K Sell
950
-400
-30% -$31.8K 0.02% 174
2020
Q3 		$107K Hold
1,350
– – 0.03% 139
2020
Q2 		$110K Sell
1,350
-4
-0.3% -$321 0.04% 140
2020
Q1 		$98K Sell
1,354
-295
-18% -$24.1K 0.03% 133
2019
Q4 		$137K Buy
+1,649
New +$135K 0.03% 118

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

Center for Financial Planning's D Position: Q2 2026 in Review

Center for Financial Planning held its Dominion Energy (D) position steady in Q2 2026 at 641 shares worth $43.8K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Center for Financial Planning first reported a position in D in Q4 2019 and has held it in 27 quarters since. The position peaked at $137K in Q4 2019. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Center for Financial Planning held 641 shares of Dominion Energy worth $43.8K as of Q2 2026.
  • Center for Financial Planning left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #337 holding.
  • Center for Financial Planning first reported a position in Dominion Energy in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Dominion Energy position peaked at $137K in Q4 2019.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.