Virginia Estate & Retirement Planning Advisors’s Dominion Energy D Stock Holding History

Virginia Estate & Retirement Planning Advisors’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	$182K	Buy	+2,665	New	+$173K	0.22%	24

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Virginia Estate & Retirement Planning Advisors's D Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors opened a new position in Dominion Energy (D) in Q2 2026: 2,665 shares worth $182K. The stake represents 0.22% of the portfolio and ranks #24 among its holdings.

1,535 funds tracked by Wall St. Rank hold D as of Q2 2026.

Virginia Estate & Retirement Planning Advisors held 2,665 shares of Dominion Energy worth $182K as of Q2 2026.
Dominion Energy was a new Virginia Estate & Retirement Planning Advisors position in Q2 2026.
Dominion Energy made up 0.22% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #24 holding.
1,535 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.