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 Q3	$240K	Sell	3,960 -325	-8%	-$21.8K	0.13%	39
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fee-Only Financial Planning's D Position: Q3 2026 in Review

Fee-Only Financial Planning reduced its Dominion Energy (D) stake by 7.6% in Q3 2026, selling an estimated $21.8K and leaving 3,960 shares worth $240K. The position accounts for 0.13% of the portfolio, ranked #39.

Fee-Only Financial Planning first reported a position in D in Q4 2022 and has held it in 12 quarters since. The position peaked at $293K in Q2 2026. 584 funds tracked by Wall St. Rank hold D as of Q3 2026.

Fee-Only Financial Planning held 3,960 shares of Dominion Energy worth $240K as of Q3 2026.
Fee-Only Financial Planning sold 325 Dominion Energy shares in Q3 2026, an estimated $21.8K.
Dominion Energy made up 0.13% of Fee-Only Financial Planning's portfolio in Q3 2026, its #39 holding.
Fee-Only Financial Planning first reported a position in Dominion Energy in Q4 2022 and has held it in 12 quarters since.
Fee-Only Financial Planning's Dominion Energy position peaked at $293K in Q2 2026.
584 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Fee-Only Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.