Strategic Planning Inc’s Dominion Energy D Stock Holding History

Strategic Planning Inc’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 Q1	$4.82M	Sell	77,972 -657	-0.8%	-$40.6K	2.42%	13
2025 Q4	$4.61M	Sell	78,629 -1,413	-2%	-$85.1K	2.48%	12
2025 Q3	$4.9M	Sell	80,042 -1,858	-2%	-$110K	2.83%	11
2025 Q2	$4.63M	Sell	81,900 -765	-0.9%	-$41.9K	2.77%	13
2025 Q1	$4.64M	Buy	+82,665	New	+$4.55M	2.61%	13

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Strategic Planning Inc's D Position: Q1 2026 in Review

Strategic Planning Inc reduced its Dominion Energy (D) stake by 0.84% in Q1 2026, selling an estimated $40.6K and leaving 77,972 shares worth $4.82M. The position accounts for 2.42% of the portfolio, ranked #13.

Strategic Planning Inc first reported a position in D in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.9M in Q3 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Strategic Planning Inc held 77,972 shares of Dominion Energy worth $4.82M as of Q1 2026.
Strategic Planning Inc sold 657 Dominion Energy shares in Q1 2026, an estimated $40.6K.
Dominion Energy made up 2.42% of Strategic Planning Inc's portfolio in Q1 2026, its #13 holding.
Strategic Planning Inc first reported a position in Dominion Energy in Q1 2025 and has held it in 5 quarters since.
Strategic Planning Inc's Dominion Energy position peaked at $4.9M in Q3 2025.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.