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Plancorp LLC’s Dominion Energy D Stock Holding History

Plancorp LLC’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 		$218K Buy
+3,079
New +$200K 0.01% 393
2015
Q4 		– Sell
-24,075
Closed -$1.69M – 82
2015
Q3 		$1.69M Buy
+24,075
New +$1.69M 1.54% 13

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Plancorp LLC's D Position: Q2 2026 in Review

Plancorp LLC opened a new position in Dominion Energy (D) in Q2 2026: 3,079 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #393 among its holdings. This is a return to the name: Plancorp LLC previously reported a position in D as recently as Q3 2015.

Plancorp LLC first reported a position in D in Q3 2015 and has held it in 2 quarters since. The position peaked at $1.69M in Q3 2015. 343 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Plancorp LLC held 3,079 shares of Dominion Energy worth $218K as of Q2 2026.
  • Dominion Energy was a new Plancorp LLC position in Q2 2026.
  • Dominion Energy made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #393 holding.
  • Plancorp LLC first reported a position in Dominion Energy in Q3 2015 and has held it in 2 quarters since.
  • Plancorp LLC's Dominion Energy position peaked at $1.69M in Q3 2015.
  • 343 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.