Total Wealth Planning & Management’s Dominion Energy D Stock Holding History

Total Wealth Planning & Management’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 Q3	$490K	Sell	8,093 -90	-1%	-$6.05K	0.36%	91
2026 Q2	$559K	Sell	8,183 -10	-0.1%	-$650	0.38%	90
2026 Q1	$506K	Buy	8,193 +309	+4%	+$19.1K	0.37%	88
2025 Q4	$462K	Buy	+7,884	New	+$475K	0.34%	89
2025 Q2	$436K	Buy	7,721 +184	+2%	+$10.1K	0.35%	101
2025 Q1	$423K	Buy	7,537 +189	+3%	+$10.4K	0.4%	84
2024 Q4	$396K	Buy	+7,348	New	+$419K	0.36%	87

Other funds holding D

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Total Wealth Planning & Management's D Position: Q3 2026 in Review

Total Wealth Planning & Management reduced its Dominion Energy (D) stake by 1.1% in Q3 2026, selling an estimated $6.05K and leaving 8,093 shares worth $490K. The position accounts for 0.36% of the portfolio, ranked #91.

Total Wealth Planning & Management first reported a position in D in Q4 2024 and has held it in 7 quarters since. The position peaked at $559K in Q2 2026. 494 funds tracked by Wall St. Rank hold D as of Q3 2026.

Total Wealth Planning & Management held 8,093 shares of Dominion Energy worth $490K as of Q3 2026.
Total Wealth Planning & Management sold 90 Dominion Energy shares in Q3 2026, an estimated $6.05K.
Dominion Energy made up 0.36% of Total Wealth Planning & Management's portfolio in Q3 2026, its #91 holding.
Total Wealth Planning & Management first reported a position in Dominion Energy in Q4 2024 and has held it in 7 quarters since.
Total Wealth Planning & Management's Dominion Energy position peaked at $559K in Q2 2026.
494 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.