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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fee-Only Financial Planning's D Position: Q1 2026 in Review

Fee-Only Financial Planning increased its Dominion Energy (D) stake by 8% in Q1 2026, buying an estimated $20.1K and bringing the position to 4,385 shares worth $271K. The position accounts for 0.16% of the portfolio, ranked #37.

Fee-Only Financial Planning first reported a position in D in Q4 2022 and has held it in 10 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Fee-Only Financial Planning held 4,385 shares of Dominion Energy worth $271K as of Q1 2026.
Fee-Only Financial Planning bought 325 Dominion Energy shares in Q1 2026, an estimated $20.1K.
Dominion Energy made up 0.16% of Fee-Only Financial Planning's portfolio in Q1 2026, its #37 holding.
Fee-Only Financial Planning first reported a position in Dominion Energy in Q4 2022 and has held it in 10 quarters since.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Fee-Only Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.