PF
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PlanVest Financial’s Dominion Energy D Stock Holding History

PlanVest 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
Q2 		$84.7K Buy
1,240
+4
+0.3% +$260 0.06% 171
2026
Q1 		$76.5K Buy
+1,236
New +$76.3K 0.06% 161

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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

PlanVest Financial's D Position: Q2 2026 in Review

PlanVest Financial increased its Dominion Energy (D) stake by 0.32% in Q2 2026, buying an estimated $260 and bringing the position to 1,240 shares worth $84.7K. The position accounts for 0.06% of the portfolio, ranked #171.

PlanVest Financial first reported a position in D in Q1 2026 and has held it in 2 quarters since. 1,482 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • PlanVest Financial held 1,240 shares of Dominion Energy worth $84.7K as of Q2 2026.
  • PlanVest Financial bought 4 Dominion Energy shares in Q2 2026, an estimated $260.
  • Dominion Energy made up 0.06% of PlanVest Financial's portfolio in Q2 2026, its #171 holding.
  • PlanVest Financial first reported a position in Dominion Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,482 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.