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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$436K	Buy	7,721 +184	+2%	+$10.4K	0.35%	99
2025 Q1	$423K	Buy	7,537 +189	+3%	+$10.6K	0.4%	81
2024 Q4	$396K	Buy	+7,348	New	+$396K	0.36%	84