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Planning Capital Management Corporation’s Dominion Energy D Stock Holding History

Planning Capital Management Corporation’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
Q3 		– Sell
-44
Closed -$2.16K – 816
2024
Q2 		$2.16K Hold
44
– – ﹤0.01% 530
2024
Q1 		$2.17K Sell
44
-465
-91% -$21.7K ﹤0.01% 553
2023
Q4 		$23.9K Buy
+509
New +$22.7K 0.02% 267

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Planning Capital Management Corporation's D Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Dominion Energy (D) in Q3 2024, closing a stake of 44 shares — an estimated $2.16K sold.

Planning Capital Management Corporation first reported a position in D in Q4 2023 and held it in 3 quarters. The position peaked at $23.9K in Q4 2023. 1,350 funds tracked by Wall St. Rank hold D as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Dominion Energy position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 44 Dominion Energy shares in Q3 2024, an estimated $2.16K.
  • Planning Capital Management Corporation first reported a position in Dominion Energy in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Dominion Energy position peaked at $23.9K in Q4 2023.
  • 1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.