Pinnacle Wealth Planning Services’s Dominion Energy D Stock Holding History

Pinnacle Wealth Planning Services’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	$172K	Buy	2,779 +41	+1%	+$2.53K	0.02%	532
2025 Q4	$160K	Buy	+2,738	New	+$165K	0.02%	557
2022 Q4	–	Sell	-3,756	Closed	-$260K	–	463
2022 Q3	$260K	Sell	3,756 -1	-0%	-$81	0.05%	270
2022 Q2	$300K	Sell	3,757 -3	-0.1%	-$248	0.05%	247
2022 Q1	$319K	Buy	3,760 +559	+17%	+$44.9K	0.06%	258
2021 Q4	$251K	Buy	+3,201	New	+$241K	0.05%	298
2021 Q1	–	Sell	-2,608	Closed	-$196K	–	747
2020 Q4	$196K	Sell	2,608 -1,065	-29%	-$84.6K	0.05%	285
2020 Q3	$290K	Hold	3,673	–	–	0.1%	172
2020 Q2	$298K	Buy	3,673 +525	+17%	+$42.1K	0.1%	161
2020 Q1	$227K	Sell	3,148 -86	-3%	-$7.02K	0.11%	168
2019 Q4	$267K	Buy	3,234 +50	+2%	+$4.08K	0.13%	168
2019 Q3	$258K	Buy	+3,184	New	+$246K	0.14%	138

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's D Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Dominion Energy (D) stake by 1.5% in Q1 2026, buying an estimated $2.53K and bringing the position to 2,779 shares worth $172K. The position accounts for 0.02% of the portfolio, ranked #532.

Pinnacle Wealth Planning Services first reported a position in D in Q3 2019 and has held it in 12 quarters since. The position peaked at $319K in Q1 2022. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Pinnacle Wealth Planning Services held 2,779 shares of Dominion Energy worth $172K as of Q1 2026.
Pinnacle Wealth Planning Services bought 41 Dominion Energy shares in Q1 2026, an estimated $2.53K.
Dominion Energy made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #532 holding.
Pinnacle Wealth Planning Services first reported a position in Dominion Energy in Q3 2019 and has held it in 12 quarters since.
Pinnacle Wealth Planning Services's Dominion Energy position peaked at $319K in Q1 2022.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.