KFP
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Kerr Financial Planning’s Dominion Energy D Stock Holding History

Kerr 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 		$65.1K Buy
954
+757
+384% +$49.2K 0.07% 160
2026
Q1 		$12.5K Buy
197
+2
+1% +$124 0.01% 335
2025
Q4 		$12.2K Buy
195
+101
+107% +$6.08K 0.02% 344
2025
Q3 		$5.8K Buy
+94
New +$5.59K 0.01% 412

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kerr Financial Planning's D Position: Q2 2026 in Review

Kerr Financial Planning increased its Dominion Energy (D) stake by 384% in Q2 2026, buying an estimated $49.2K and bringing the position to 954 shares worth $65.1K. The position accounts for 0.07% of the portfolio, ranked #160.

Kerr Financial Planning first reported a position in D in Q3 2025 and has held it in 4 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Kerr Financial Planning held 954 shares of Dominion Energy worth $65.1K as of Q2 2026.
  • Kerr Financial Planning bought 757 Dominion Energy shares in Q2 2026, an estimated $49.2K.
  • Dominion Energy made up 0.07% of Kerr Financial Planning's portfolio in Q2 2026, its #160 holding.
  • Kerr Financial Planning first reported a position in Dominion Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.