OFP
D icon

OLIO Financial Planning’s Dominion Energy D Stock Holding History

OLIO 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 		$447K Sell
6,545
-15
-0.2% -$975 0.11% 43
2026
Q1 		$406K Buy
6,560
+19
+0.3% +$1.17K 0.11% 42
2025
Q4 		$383K Buy
6,541
+64
+1% +$3.86K 0.11% 45
2025
Q3 		$396K Buy
6,477
+13
+0.2% +$773 0.12% 45
2025
Q2 		$365K Buy
6,464
+603
+10% +$33K 0.12% 46
2025
Q1 		$329K Buy
5,861
+33
+0.6% +$1.81K 0.11% 46
2024
Q4 		$314K Buy
5,828
+152
+3% +$8.67K 0.11% 47
2024
Q3 		$267K Hold
5,676
– – 0.11% 44
2024
Q2 		$267K Hold
5,676
– – 0.11% 44
2024
Q1 		$267K Hold
5,676
– – 0.11% 44
2023
Q4 		$267K Sell
5,676
-501
-8% -$22.4K 0.11% 44
2023
Q3 		$276K Buy
+6,177
New +$307K 0.13% 43
2022
Q2 		– Sell
-2,386
Closed -$203K – 44
2022
Q1 		$203K Buy
+2,386
New +$192K 0.12% 46

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
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
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

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

OLIO Financial Planning reduced its Dominion Energy (D) stake by 0.23% in Q2 2026, selling an estimated $975 and leaving 6,545 shares worth $447K. The position accounts for 0.11% of the portfolio, ranked #43.

OLIO Financial Planning first reported a position in D in Q1 2022 and has held it in 13 quarters since. 328 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • OLIO Financial Planning held 6,545 shares of Dominion Energy worth $447K as of Q2 2026.
  • OLIO Financial Planning sold 15 Dominion Energy shares in Q2 2026, an estimated $975.
  • Dominion Energy made up 0.11% of OLIO Financial Planning's portfolio in Q2 2026, its #43 holding.
  • OLIO Financial Planning first reported a position in Dominion Energy in Q1 2022 and has held it in 13 quarters since.
  • 328 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.