PP
D icon

PDS Planning’s Dominion Energy D Stock Holding History

PDS 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 		$293K Buy
4,294
+37
+0.9% +$2.41K 0.02% 436
2026
Q1 		$263K Buy
4,257
+18
+0.4% +$1.11K 0.02% 431
2025
Q4 		$248K Sell
4,239
-435
-9% -$26.2K 0.02% 437
2025
Q3 		$286K Buy
4,674
+149
+3% +$8.86K 0.02% 393
2025
Q2 		$256K Sell
4,525
-233
-5% -$12.8K 0.02% 400
2025
Q1 		$267K Buy
+4,758
New +$262K 0.02% 354
2022
Q3 		– Sell
-2,508
Closed -$200K – 207
2022
Q2 		$200K Buy
+2,508
New +$207K 0.04% 192
2021
Q4 		– Sell
-3,224
Closed -$235K – 221
2021
Q3 		$235K Buy
3,224
+339
+12% +$25.8K 0.05% 160
2021
Q2 		$212K Sell
2,885
-879
-23% -$67.8K 0.05% 170
2021
Q1 		$286K Buy
3,764
+613
+19% +$44.5K 0.08% 115
2020
Q4 		$237K Buy
3,151
+149
+5% +$11.8K 0.08% 127
2020
Q3 		$237K Buy
3,002
+277
+10% +$21.8K 0.1% 114
2020
Q2 		$221K Sell
2,725
-433
-14% -$34.7K 0.1% 109
2020
Q1 		$228K Sell
3,158
-137
-4% -$11.2K 0.15% 84
2019
Q4 		$273K Hold
3,295
– – 0.17% 76
2019
Q3 		$267K Buy
3,295
+882
+37% +$68.2K 0.19% 74
2019
Q2 		$187K Sell
2,413
-216
-8% -$16.5K 0.14% 85
2019
Q1 		$202K Buy
2,629
+131
+5% +$9.57K 0.16% 79
2018
Q4 		$179K Buy
+2,498
New +$183K 0.15% 74
2018
Q3 		– Sell
-2,498
Closed -$170K – 76
2018
Q2 		$170K Hold
2,498
– – 0.17% 67
2018
Q1 		$168K Sell
2,498
-87
-3% -$6.42K 0.17% 66
2017
Q4 		$210K Buy
+2,585
New +$209K 0.21% 64

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

PDS Planning's D Position: Q2 2026 in Review

PDS Planning increased its Dominion Energy (D) stake by 0.87% in Q2 2026, buying an estimated $2.41K and bringing the position to 4,294 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #436.

PDS Planning first reported a position in D in Q4 2017 and has held it in 22 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • PDS Planning held 4,294 shares of Dominion Energy worth $293K as of Q2 2026.
  • PDS Planning bought 37 Dominion Energy shares in Q2 2026, an estimated $2.41K.
  • Dominion Energy made up 0.02% of PDS Planning's portfolio in Q2 2026, its #436 holding.
  • PDS Planning first reported a position in Dominion Energy in Q4 2017 and has held it in 22 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.