LF
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LifePlan Financial’s Dominion Energy D Stock Holding History

LifePlan Financial’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
2024
Q4 		– Sell
-3,533
Closed -$204K – 87
2024
Q3 		$204K Sell
3,533
-1,099
-24% -$60K 0.18% 87
2024
Q2 		$227K Sell
4,632
-358
-7% -$18.2K 0.21% 86
2024
Q1 		$245K Buy
+4,990
New +$233K 0.22% 85

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LifePlan Financial's D Position: Q4 2024 in Review

LifePlan Financial sold out of Dominion Energy (D) in Q4 2024, closing a stake of 3,533 shares — an estimated $204K sold.

LifePlan Financial first reported a position in D in Q1 2024 and held it in 3 quarters. The position peaked at $245K in Q1 2024. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • LifePlan Financial reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
  • LifePlan Financial sold 3,533 Dominion Energy shares in Q4 2024, an estimated $204K.
  • LifePlan Financial first reported a position in Dominion Energy in Q1 2024 and held it in 3 quarters.
  • LifePlan Financial's Dominion Energy position peaked at $245K in Q1 2024.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on LifePlan Financial's 13F filing for Q4 2024, filed 17 Jan 2025.