SEC 13F Intelligence

Strategic Planning, Inc. / D

Strategic Planning, Inc.’s Dominion Energy Inc Position

Does Strategic Planning, Inc. own Dominion Energy Inc (D)? Yes — 78.0K shares worth $5M (+2.42% of its 13F portfolio) as of Q1 2026, down from 78.6K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
78.0K
% of Portfolio
+2.42%
Quarters Held
4
currently held

Position History D

Reported value by quarter
Q2 ’25: $5MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202678.0K$5M+2.42%
Q4 202578.6K$5M+2.48%
Q3 202580.0K$5M+2.83%
Q2 202582.7K$5M+2.61%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Planning, Inc.’s full portfolio or all institutional holders of D.