Planning Strategies Inc.’s Dominion Energy D Stock Holding History

Planning Strategies 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 Q2	$91.2K	Buy	+1,336	New	+$86.9K	0.06%	108

Other funds holding D

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Planning Strategies Inc.'s D Position: Q2 2026 in Review

Planning Strategies Inc. 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.

558 funds tracked by Wall St. Rank hold D as of Q2 2026.

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

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