Partners in Financial Planning’s Dominion Energy D Stock Holding History

Partners in 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	$203K	Buy	+2,973	New	+$193K	0.03%	130
2025 Q4	–	Sell	-3,273	Closed	-$200K	–	116
2025 Q3	$200K	Buy	+3,273	New	+$195K	0.03%	115
2023 Q1	–	Sell	-4,851	Closed	-$305K	–	94
2022 Q4	$305K	Hold	4,851	–	–	0.08%	73
2022 Q3	$287K	Hold	4,851	–	–	0.08%	75
2022 Q2	$403K	Hold	4,851	–	–	0.13%	61
2022 Q1	$412K	Hold	4,851	–	–	0.13%	57
2021 Q4	$384K	Hold	4,851	–	–	0.12%	60
2021 Q3	$354K	Sell	4,851 -687	-12%	-$52.4K	0.11%	64
2021 Q2	$407K	Buy	+5,538	New	+$427K	0.13%	57

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Partners in Financial Planning opened a new position in Dominion Energy (D) in Q2 2026: 2,973 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #130 among its holdings. This is a return to the name: Partners in Financial Planning previously reported a position in D as recently as Q3 2025.

Partners in Financial Planning first reported a position in D in Q2 2021 and has held it in 9 quarters since. The position peaked at $412K in Q1 2022. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

Partners in Financial Planning held 2,973 shares of Dominion Energy worth $203K as of Q2 2026.
Dominion Energy was a new Partners in Financial Planning position in Q2 2026.
Dominion Energy made up 0.03% of Partners in Financial Planning's portfolio in Q2 2026, its #130 holding.
Partners in Financial Planning first reported a position in Dominion Energy in Q2 2021 and has held it in 9 quarters since.
Partners in Financial Planning's Dominion Energy position peaked at $412K in Q1 2022.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.