Cornerstone Planning’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.18M Buy
17,280
+157
+0.9% +$10.2K 0.27% 88
2026
Q1
$1.06M Buy
17,123
+1,772
+12% +$109K 0.24% 100
2025
Q4
$904K Buy
+15,351
New +$925K 0.21% 88
2024
Q4
$759K Buy
+14,090
New +$804K 0.29% 85

Other funds holding D

Cornerstone Planning's D Position: Q2 2026 in Review

Cornerstone Planning increased its Dominion Energy (D) stake by 0.92% in Q2 2026, buying an estimated $10.2K and bringing the position to 17,280 shares worth $1.18M. The position accounts for 0.27% of the portfolio, ranked #88.

Cornerstone Planning first reported a position in D in Q4 2024 and has held it in 4 quarters since. 1,544 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Cornerstone Planning held 17,280 shares of Dominion Energy worth $1.18M as of Q2 2026.
  • Cornerstone Planning bought 157 Dominion Energy shares in Q2 2026, an estimated $10.2K.
  • Dominion Energy made up 0.27% of Cornerstone Planning's portfolio in Q2 2026, its #88 holding.
  • Cornerstone Planning first reported a position in Dominion Energy in Q4 2024 and has held it in 4 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.