Plan Group Financial
D icon

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
Q3 		$3.42M Buy
54,490
+8,396
+18% +$564K 0.67% 46
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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Plan Group Financial's D Position: Q3 2026 in Review

Plan Group Financial increased its Dominion Energy (D) stake by 18% in Q3 2026, buying an estimated $564K and bringing the position to 54,490 shares worth $3.42M. The position accounts for 0.67% of the portfolio, ranked #46.

Plan Group Financial first reported a position in D in Q2 2022 and has held it in 12 quarters since. 407 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Plan Group Financial held 54,490 shares of Dominion Energy worth $3.42M as of Q3 2026.
  • Plan Group Financial bought 8,396 Dominion Energy shares in Q3 2026, an estimated $564K.
  • Dominion Energy made up 0.67% of Plan Group Financial's portfolio in Q3 2026, its #46 holding.
  • Plan Group Financial first reported a position in Dominion Energy in Q2 2022 and has held it in 12 quarters since.
  • 407 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.