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 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Total Wealth Planning & Management's D Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its Dominion Energy (D) stake by 0.12% in Q2 2026, selling an estimated $650 and leaving 8,183 shares worth $559K. The position accounts for 0.38% of the portfolio, ranked #90.

Total Wealth Planning & Management first reported a position in D in Q4 2024 and has held it in 6 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

Total Wealth Planning & Management held 8,183 shares of Dominion Energy worth $559K as of Q2 2026.
Total Wealth Planning & Management sold 10 Dominion Energy shares in Q2 2026, an estimated $650.
Dominion Energy made up 0.38% of Total Wealth Planning & Management's portfolio in Q2 2026, its #90 holding.
Total Wealth Planning & Management first reported a position in Dominion Energy in Q4 2024 and has held it in 6 quarters since.
1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.