TWPM
D icon

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
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

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

Total Wealth Planning & Management's D Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Dominion Energy (D) stake by 3.9% in Q1 2026, buying an estimated $19.1K and bringing the position to 8,193 shares worth $506K. The position accounts for 0.37% of the portfolio, ranked #88.

Total Wealth Planning & Management first reported a position in D in Q4 2024 and has held it in 5 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Total Wealth Planning & Management held 8,193 shares of Dominion Energy worth $506K as of Q1 2026.
  • Total Wealth Planning & Management bought 309 Dominion Energy shares in Q1 2026, an estimated $19.1K.
  • Dominion Energy made up 0.37% of Total Wealth Planning & Management's portfolio in Q1 2026, its #88 holding.
  • Total Wealth Planning & Management first reported a position in Dominion Energy in Q4 2024 and has held it in 5 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.