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Planning Strategies’s Dominion Energy D Stock Holding History

Planning Strategies’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 		$91.2K Buy
+1,336
New +$86.9K 0.06% 108

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Planning Strategies's D Position: Q2 2026 in Review

Planning Strategies opened a new position in Dominion Energy (D) in Q2 2026: 1,336 shares worth $91.2K. The stake represents 0.06% of the portfolio and ranks #108 among its holdings.

1,482 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Planning Strategies held 1,336 shares of Dominion Energy worth $91.2K as of Q2 2026.
  • Dominion Energy was a new Planning Strategies position in Q2 2026.
  • Dominion Energy made up 0.06% of Planning Strategies's portfolio in Q2 2026, its #108 holding.
  • 1,482 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.