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Cornerstone Planning Group’s Dominion Energy D Stock Holding History

Cornerstone 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 		$42.3K Buy
595
+4
+0.7% +$260 0.01% 444
2026
Q1 		$37.2K Buy
591
+73
+14% +$4.51K 0.01% 479
2025
Q4 		$31.4K Buy
518
+508
+5,080% +$30.6K ﹤0.01% 460
2025
Q3 		$4.05K Sell
10
-481
-98% -$28.6K ﹤0.01% 1008
2025
Q2 		$30K Buy
491
+222
+83% +$12.2K 0.01% 332
2025
Q1 		$14.3K Buy
269
+36
+15% +$1.98K ﹤0.01% 475
2024
Q4 		$13K Buy
233
+18
+8% +$1.03K ﹤0.01% 376
2024
Q3 		$12.6K Buy
215
+7
+3% +$382 ﹤0.01% 373
2024
Q2 		$11.2K Buy
208
+30
+17% +$1.53K ﹤0.01% 415
2024
Q1 		$9.15K Sell
178
-10
-5% -$467 ﹤0.01% 423
2023
Q4 		$8.84K Sell
188
-20
-10% -$893 ﹤0.01% 452
2023
Q3 		$9.29K Sell
208
-1,563
-88% -$77.6K ﹤0.01% 441
2023
Q2 		$91.7K Buy
+1,771
New +$96.3K 0.04% 147
2022
Q4 		$110K Buy
+1,771
New +$111K 0.05% 147

Other funds holding D

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

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

Cornerstone Planning Group increased its Dominion Energy (D) stake by 0.68% in Q2 2026, buying an estimated $260 and bringing the position to 595 shares worth $42.3K. The position accounts for 0.01% of the portfolio, ranked #444.

Cornerstone Planning Group first reported a position in D in Q4 2022 and has held it in 14 quarters since. The position peaked at $110K in Q4 2022. 982 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Cornerstone Planning Group held 595 shares of Dominion Energy worth $42.3K as of Q2 2026.
  • Cornerstone Planning Group bought 4 Dominion Energy shares in Q2 2026, an estimated $260.
  • Dominion Energy made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #444 holding.
  • Cornerstone Planning Group first reported a position in Dominion Energy in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Dominion Energy position peaked at $110K in Q4 2022.
  • 982 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.