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Strategic Planning Group’s Dominion Energy D Stock Holding History

Strategic Planning Group’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
Q2 		– Sell
-26,322
Closed -$1.29M – 84
2024
Q1 		$1.29M Buy
26,322
+4,424
+20% +$207K 0.32% 83
2023
Q4 		$1.03M Buy
+21,898
New +$977K 0.34% 84

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Strategic Planning Group's D Position: Q2 2024 in Review

Strategic Planning Group sold out of Dominion Energy (D) in Q2 2024, closing a stake of 26,322 shares — an estimated $1.29M sold.

Strategic Planning Group first reported a position in D in Q4 2023 and held it in 2 quarters. The position peaked at $1.29M in Q1 2024. 1,273 funds tracked by Wall St. Rank hold D as of Q2 2024.

  • Strategic Planning Group reported no remaining Dominion Energy position as of Q2 2024 after selling out during the quarter.
  • Strategic Planning Group sold 26,322 Dominion Energy shares in Q2 2024, an estimated $1.29M.
  • Strategic Planning Group first reported a position in Dominion Energy in Q4 2023 and held it in 2 quarters.
  • Strategic Planning Group's Dominion Energy position peaked at $1.29M in Q1 2024.
  • 1,273 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2024.

Based on Strategic Planning Group's 13F filing for Q2 2024, filed 2 Aug 2024.