Plan Group Financial’s Dominion Energy D Stock Holding History

Plan Group Financial’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	$3.15M	Buy	46,094 +6,105	+15%	+$397K	0.65%	50
2026 Q1	$2.47M	Buy	39,989 +3,900	+11%	+$241K	0.58%	60
2025 Q4	$2.11M	Buy	36,089 +2,295	+7%	+$138K	0.55%	56
2025 Q3	$2.07M	Buy	33,794 +4,772	+16%	+$284K	0.56%	63
2025 Q2	$1.64M	Buy	29,022 +4,062	+16%	+$223K	0.54%	62
2025 Q1	$1.4M	Buy	24,960 +8,911	+56%	+$490K	0.5%	54
2024 Q4	$864K	Buy	16,049 +1,249	+8%	+$71.3K	0.46%	54
2024 Q3	$855K	Buy	14,800 +1,683	+13%	+$91.9K	0.45%	52
2024 Q2	$643K	Buy	13,117 +7,116	+119%	+$363K	0.39%	55
2024 Q1	$295K	Buy	+6,001	New	+$280K	0.19%	74
2022 Q2	$207K	Buy	+2,602	New	+$215K	0.36%	50

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

Plan Group Financial's D Position: Q2 2026 in Review

Plan Group Financial increased its Dominion Energy (D) stake by 15% in Q2 2026, buying an estimated $397K and bringing the position to 46,094 shares worth $3.15M. The position accounts for 0.65% of the portfolio, ranked #50.

Plan Group Financial first reported a position in D in Q2 2022 and has held it in 11 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

Plan Group Financial held 46,094 shares of Dominion Energy worth $3.15M as of Q2 2026.
Plan Group Financial bought 6,105 Dominion Energy shares in Q2 2026, an estimated $397K.
Dominion Energy made up 0.65% of Plan Group Financial's portfolio in Q2 2026, its #50 holding.
Plan Group Financial first reported a position in Dominion Energy in Q2 2022 and has held it in 11 quarters since.
1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.