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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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

Sequent Planning's D Position: Q1 2026 in Review

Sequent Planning increased its Dominion Energy (D) stake by 1.1% in Q1 2026, buying an estimated $3.71K and bringing the position to 5,642 shares worth $349K. The position accounts for 0.08% of the portfolio, ranked #158.

Sequent Planning first reported a position in D in Q2 2025 and has held it in 4 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Sequent Planning held 5,642 shares of Dominion Energy worth $349K as of Q1 2026.
  • Sequent Planning bought 60 Dominion Energy shares in Q1 2026, an estimated $3.71K.
  • Dominion Energy made up 0.08% of Sequent Planning's portfolio in Q1 2026, its #158 holding.
  • Sequent Planning first reported a position in Dominion Energy in Q2 2025 and has held it in 4 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.