Comprehensive Financial Planning’s Dominion Energy D Stock Holding History

Comprehensive Financial Planning’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	–	Sell	-80	Closed	-$4.69K	–	402
2025 Q4	$4.69K	Buy	+80	New	+$4.82K	﹤0.01%	316

Other funds holding D

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Comprehensive Financial Planning's D Position: Q1 2026 in Review

Comprehensive Financial Planning sold out of Dominion Energy (D) in Q1 2026, closing a stake of 80 shares — an estimated $4.69K sold.

Comprehensive Financial Planning first reported a position in D in Q4 2025 and held it in 1 quarter. The position peaked at $4.69K in Q4 2025. 1,487 funds tracked by Wall St. Rank hold D as of Q1 2026.

Comprehensive Financial Planning reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
Comprehensive Financial Planning sold 80 Dominion Energy shares in Q1 2026, an estimated $4.69K.
Comprehensive Financial Planning first reported a position in Dominion Energy in Q4 2025 and held it in 1 quarter.
Comprehensive Financial Planning's Dominion Energy position peaked at $4.69K in Q4 2025.
1,487 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.