PIFP
D icon

Partners in Financial Planning’s Dominion Energy D Stock Holding History

Partners in 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
2025
Q4 		– Sell
-3,273
Closed -$200K – 116
2025
Q3 		$200K Buy
+3,273
New +$195K 0.03% 115
2023
Q1 		– Sell
-4,851
Closed -$305K – 94
2022
Q4 		$305K Hold
4,851
– – 0.08% 73
2022
Q3 		$287K Hold
4,851
– – 0.08% 75
2022
Q2 		$403K Hold
4,851
– – 0.13% 61
2022
Q1 		$412K Hold
4,851
– – 0.13% 57
2021
Q4 		$384K Hold
4,851
– – 0.12% 60
2021
Q3 		$354K Sell
4,851
-687
-12% -$52.4K 0.11% 64
2021
Q2 		$407K Buy
+5,538
New +$427K 0.13% 57

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $1.47T AUM 27.86% 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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return