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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PDS Planning's D Position: Q1 2026 in Review

PDS Planning increased its Dominion Energy (D) stake by 0.42% in Q1 2026, buying an estimated $1.11K and bringing the position to 4,257 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #431.

PDS Planning first reported a position in D in Q4 2017 and has held it in 21 quarters since. The position peaked at $286K in Q1 2021. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • PDS Planning held 4,257 shares of Dominion Energy worth $263K as of Q1 2026.
  • PDS Planning bought 18 Dominion Energy shares in Q1 2026, an estimated $1.11K.
  • Dominion Energy made up 0.02% of PDS Planning's portfolio in Q1 2026, its #431 holding.
  • PDS Planning first reported a position in Dominion Energy in Q4 2017 and has held it in 21 quarters since.
  • PDS Planning's Dominion Energy position peaked at $286K in Q1 2021.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.