Plante Moran Financial Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $25.8K | Sell |
378
-112
| -23% | -$7.28K | ﹤0.01% | 437 |
|
|
2026
Q1 | $30.3K | Hold |
490
| – | – | ﹤0.01% | 382 |
|
|
2025
Q4 | $28.7K | Hold |
490
| – | – | ﹤0.01% | 392 |
|
|
2025
Q3 | $30K | Buy |
490
+172
| +54% | +$10.2K | ﹤0.01% | 411 |
|
|
2025
Q2 | $18K | Hold |
318
| – | – | ﹤0.01% | 487 |
|
|
2025
Q1 | $17.8K | Sell |
318
-10
| -3% | -$550 | ﹤0.01% | 497 |
|
|
2024
Q4 | $17.7K | Hold |
328
| – | – | ﹤0.01% | 508 |
|
|
2024
Q3 | $19K | Buy |
328
+10
| +3% | +$546 | ﹤0.01% | 533 |
|
|
2024
Q2 | $15.6K | Hold |
318
| – | – | ﹤0.01% | 519 |
|
|
2024
Q1 | $15.6K | Hold |
318
| – | – | ﹤0.01% | 537 |
|
|
2023
Q4 | $14.9K | Sell |
318
-249
| -44% | -$11.1K | ﹤0.01% | 500 |
|
|
2023
Q3 | $25.3K | Hold |
567
| – | – | ﹤0.01% | 389 |
|
|
2023
Q2 | $29.4K | Hold |
567
| – | – | ﹤0.01% | 377 |
|
|
2023
Q1 | $31.7K | Hold |
567
| – | – | ﹤0.01% | 366 |
|
|
2022
Q4 | $34.8K | Hold |
567
| – | – | 0.01% | 364 |
|
|
2022
Q3 | $39K | Sell |
567
-571
| -50% | -$46.1K | 0.01% | 345 |
|
|
2022
Q2 | $91K | Sell |
1,138
-15
| -1% | -$1.24K | 0.02% | 228 |
|
|
2022
Q1 | $98K | Sell |
1,153
-162
| -12% | -$13K | 0.02% | 231 |
|
|
2021
Q4 | $103K | Sell |
1,315
-221
| -14% | -$16.6K | 0.02% | 247 |
|
|
2021
Q3 | $112K | Hold |
1,536
| – | – | 0.02% | 256 |
|
|
2021
Q2 | $113K | Sell |
1,536
-24
| -2% | -$1.85K | 0.03% | 235 |
|
|
2021
Q1 | $118K | Sell |
1,560
-127
| -8% | -$9.22K | 0.03% | 227 |
|
|
2020
Q4 | $127K | Sell |
1,687
-926
| -35% | -$73.6K | 0.04% | 220 |
|
|
2020
Q3 | $206K | Buy |
2,613
+837
| +47% | +$65.8K | 0.07% | 143 |
|
|
2020
Q2 | $144K | Sell |
1,776
-130
| -7% | -$10.4K | 0.06% | 163 |
|
|
2020
Q1 | $138K | Buy |
1,906
+1,288
| +208% | +$105K | 0.06% | 152 |
|
|
2019
Q4 | $51K | Sell |
618
-35
| -5% | -$2.86K | 0.02% | 322 |
|
|
2019
Q3 | $53K | Buy |
653
+35
| +6% | +$2.71K | 0.02% | 332 |
|
|
2019
Q2 | $48K | Hold |
618
| – | – | 0.01% | 348 |
|
|
2019
Q1 | $47K | Hold |
618
| – | – | 0.01% | 348 |
|
|
2018
Q4 | $44K | Hold |
618
| – | – | 0.02% | 315 |
|
|
2018
Q3 | $43K | Sell |
618
-32
| -5% | -$2.27K | 0.01% | 335 |
|
|
2018
Q2 | $44K | Sell |
650
-95
| -13% | -$6.19K | 0.02% | 349 |
|
|
2018
Q1 | $50K | Sell |
745
-816
| -52% | -$60.3K | 0.03% | 347 |
|
|
2017
Q4 | $127K | Buy |
1,561
+287
| +23% | +$23.3K | 0.07% | 191 |
|
|
2017
Q3 | $98K | Hold |
1,274
| – | – | 0.06% | 206 |
|
|
2017
Q2 | $98K | Sell |
1,274
-275
| -18% | -$21.6K | 0.06% | 200 |
|
|
2017
Q1 | $120K | Sell |
1,549
-188
| -11% | -$14.2K | 0.07% | 182 |
|
|
2016
Q4 | $133K | Sell |
1,737
-12
| -0.7% | -$884 | 0.08% | 181 |
|
|
2016
Q3 | $130K | Buy |
1,749
+164
| +10% | +$12.5K | 0.09% | 167 |
|
|
2016
Q2 | $124K | Buy |
1,585
+459
| +41% | +$33.3K | 0.09% | 158 |
|
|
2016
Q1 | $85K | Hold |
1,126
| – | – | 0.07% | 194 |
|
|
2015
Q4 | $76K | Hold |
1,126
| – | – | 0.06% | 223 |
|
|
2015
Q3 | $79K | Sell |
1,126
-84
| -7% | -$5.9K | 0.06% | 212 |
|
|
2015
Q2 | $81K | Sell |
1,210
-68
| -5% | -$4.79K | 0.06% | 218 |
|
|
2015
Q1 | $91K | Sell |
1,278
-131
| -9% | -$9.72K | 0.06% | 197 |
|
|
2014
Q4 | $108K | Buy |
1,409
+956
| +211% | +$69.2K | 0.08% | 176 |
|
|
2014
Q3 | $31K | Sell |
453
-5
| -1% | -$345 | 0.03% | 329 |
|
|
2014
Q2 | $33K | Buy |
458
+140
| +44% | +$9.82K | 0.03% | 293 |
|
|
2014
Q1 | $23K | Sell |
318
-1,550
| -83% | -$106K | 0.03% | 232 |
|
|
2013
Q4 | $121K | Buy |
1,868
+625
| +50% | +$40.2K | 0.07% | 131 |
|
|
2013
Q3 | $78K | Buy |
1,243
+125
| +11% | +$7.41K | 0.05% | 141 |
|
|
2013
Q2 | $64K | Buy |
+1,118
| New | +$65.5K | 0.05% | 144 |
|
Other funds holding D
Plante Moran Financial Advisors's D Position: Q2 2026 in Review
Plante Moran Financial Advisors reduced its Dominion Energy (D) stake by 23% in Q2 2026, selling an estimated $7.28K and leaving 378 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #437.
Plante Moran Financial Advisors first reported a position in D in Q2 2013 and has held it in 53 quarters since. The position peaked at $206K in Q3 2020. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.
- Plante Moran Financial Advisors held 378 shares of Dominion Energy worth $25.8K as of Q2 2026.
- Plante Moran Financial Advisors sold 112 Dominion Energy shares in Q2 2026, an estimated $7.28K.
- Dominion Energy made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #437 holding.
- Plante Moran Financial Advisors first reported a position in Dominion Energy in Q2 2013 and has held it in 53 quarters since.
- Plante Moran Financial Advisors's Dominion Energy position peaked at $206K in Q3 2020.
- 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.