Fee-Only Financial Planning’s Dominion Energy D Stock Holding History

Fee-Only 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	$293K	Sell	4,285 -100	-2%	-$6.5K	0.16%	33
2026 Q1	$271K	Buy	4,385 +325	+8%	+$20.1K	0.16%	37
2025 Q4	$238K	Hold	4,060	–	–	0.14%	40
2025 Q3	$248K	Hold	4,060	–	–	0.14%	38
2025 Q2	$229K	Hold	4,060	–	–	0.14%	40
2025 Q1	$228K	Hold	4,060	–	–	0.16%	38
2024 Q4	$219K	Hold	4,060	–	–	0.14%	39
2024 Q3	$235K	Buy	+4,060	New	+$222K	0.15%	38
2023 Q3	–	Sell	-3,899	Closed	-$202K	–	41
2023 Q2	$202K	Sell	3,899 -2	-0.1%	-$109	0.15%	42
2023 Q1	$218K	Buy	3,901 +2	+0.1%	+$117	0.18%	38
2022 Q4	$239K	Buy	+3,899	New	+$245K	0.2%	38

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

Fee-Only Financial Planning's D Position: Q2 2026 in Review

Fee-Only Financial Planning reduced its Dominion Energy (D) stake by 2.3% in Q2 2026, selling an estimated $6.5K and leaving 4,285 shares worth $293K. The position accounts for 0.16% of the portfolio, ranked #33.

Fee-Only Financial Planning first reported a position in D in Q4 2022 and has held it in 11 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

Fee-Only Financial Planning held 4,285 shares of Dominion Energy worth $293K as of Q2 2026.
Fee-Only Financial Planning sold 100 Dominion Energy shares in Q2 2026, an estimated $6.5K.
Dominion Energy made up 0.16% of Fee-Only Financial Planning's portfolio in Q2 2026, its #33 holding.
Fee-Only Financial Planning first reported a position in Dominion Energy in Q4 2022 and has held it in 11 quarters since.
1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Fee-Only Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.