Essential Planning’s Dominion Energy D Stock Holding History

Essential 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
2025 Q1	–	Sell	-97,500	Closed	-$5.56M	–	126
2024 Q4	$5.56M	Buy	+97,500	New	+$5.56M	0.04%	113

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Essential Planning's D Position: Q1 2025 in Review

Essential Planning sold out of Dominion Energy (D) in Q1 2025, closing a stake of 97,500 shares — an estimated $5.56M sold.

Essential Planning first reported a position in D in Q4 2024 and held it in 1 quarter. The position peaked at $5.56M in Q4 2024. 1,403 funds tracked by Wall St. Rank hold D as of Q1 2025.

Essential Planning reported no remaining Dominion Energy position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 97,500 Dominion Energy shares in Q1 2025, an estimated $5.56M.
Essential Planning first reported a position in Dominion Energy in Q4 2024 and held it in 1 quarter.
Essential Planning's Dominion Energy position peaked at $5.56M in Q4 2024.
1,403 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.