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 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

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

Plan Group Financial's D Position: Q1 2026 in Review

Plan Group Financial increased its Dominion Energy (D) stake by 11% in Q1 2026, buying an estimated $241K and bringing the position to 39,989 shares worth $2.47M. The position accounts for 0.58% of the portfolio, ranked #60.

Plan Group Financial first reported a position in D in Q2 2022 and has held it in 10 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Plan Group Financial held 39,989 shares of Dominion Energy worth $2.47M as of Q1 2026.
Plan Group Financial bought 3,900 Dominion Energy shares in Q1 2026, an estimated $241K.
Dominion Energy made up 0.58% of Plan Group Financial's portfolio in Q1 2026, its #60 holding.
Plan Group Financial first reported a position in Dominion Energy in Q2 2022 and has held it in 10 quarters since.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.