BFC Planning, Inc.’s Dominion Energy D Stock Holding History

BFC Planning, Inc.’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	$505K	Sell	8,343 -2,641	-24%	-$177K	0.02%	589
2026 Q2	$750K	Sell	10,984 -936	-8%	-$60.9K	0.03%	477
2026 Q1	$737K	Sell	11,920 -110	-0.9%	-$6.79K	0.03%	447
2025 Q4	$705K	Buy	12,030 +8,958	+292%	+$540K	0.03%	453
2025 Q3	$188K	Buy	3,072 +48	+2%	+$2.85K	0.01%	689
2025 Q2	$171K	Buy	3,024 +70	+2%	+$3.84K	0.01%	693
2025 Q1	$166K	Buy	2,954 +49	+2%	+$2.7K	0.01%	683
2024 Q4	$156K	Sell	2,905 -512	-15%	-$29.2K	0.01%	699
2024 Q3	$197K	Buy	+3,417	New	+$187K	0.02%	614

Other funds holding D

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BFC Planning, Inc.'s D Position: Q3 2026 in Review

BFC Planning, Inc. reduced its Dominion Energy (D) stake by 24% in Q3 2026, selling an estimated $177K and leaving 8,343 shares worth $505K. The position accounts for 0.02% of the portfolio, ranked #589.

BFC Planning, Inc. first reported a position in D in Q3 2024 and has held it in 9 quarters since. The position peaked at $750K in Q2 2026. 1,226 funds tracked by Wall St. Rank hold D as of Q3 2026.

BFC Planning, Inc. held 8,343 shares of Dominion Energy worth $505K as of Q3 2026.
BFC Planning, Inc. sold 2,641 Dominion Energy shares in Q3 2026, an estimated $177K.
Dominion Energy made up 0.02% of BFC Planning, Inc.'s portfolio in Q3 2026, its #589 holding.
BFC Planning, Inc. first reported a position in Dominion Energy in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s Dominion Energy position peaked at $750K in Q2 2026.
1,226 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.