Investment Planning Advisors’s Dominion Energy D Stock Holding History

Investment Planning Advisors’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	$307K	Buy	+4,499	New	+$293K	0.07%	97

Other funds holding D

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Investment Planning Advisors's D Position: Q2 2026 in Review

Investment Planning Advisors opened a new position in Dominion Energy (D) in Q2 2026: 4,499 shares worth $307K. The stake represents 0.07% of the portfolio and ranks #97 among its holdings.

399 funds tracked by Wall St. Rank hold D as of Q2 2026.

Investment Planning Advisors held 4,499 shares of Dominion Energy worth $307K as of Q2 2026.
Dominion Energy was a new Investment Planning Advisors position in Q2 2026.
Dominion Energy made up 0.07% of Investment Planning Advisors's portfolio in Q2 2026, its #97 holding.
399 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.