SP
D icon

Sequent Planning’s Dominion Energy D Stock Holding History

Sequent 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
Q2 		$394K Buy
5,764
+122
+2% +$7.93K 0.08% 173
2026
Q1 		$349K Buy
5,642
+60
+1% +$3.71K 0.08% 158
2025
Q4 		$327K Sell
5,582
-15
-0.3% -$904 0.08% 165
2025
Q3 		$342K Hold
5,597
– – 0.1% 146
2025
Q2 		$316K Buy
+5,597
New +$307K 0.1% 122

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sequent Planning's D Position: Q2 2026 in Review

Sequent Planning increased its Dominion Energy (D) stake by 2.2% in Q2 2026, buying an estimated $7.93K and bringing the position to 5,764 shares worth $394K. The position accounts for 0.08% of the portfolio, ranked #173.

Sequent Planning first reported a position in D in Q2 2025 and has held it in 5 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Sequent Planning held 5,764 shares of Dominion Energy worth $394K as of Q2 2026.
  • Sequent Planning bought 122 Dominion Energy shares in Q2 2026, an estimated $7.93K.
  • Dominion Energy made up 0.08% of Sequent Planning's portfolio in Q2 2026, its #173 holding.
  • Sequent Planning first reported a position in Dominion Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.