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
Q2 		$519K Hold
7,600
– – 0.35% 99
2026
Q1 		$470K Buy
7,600
+300
+4% +$18.5K 0.35% 100
2025
Q4 		$428K Buy
+7,300
New +$440K 0.32% 99
2025
Q2 		$390K Buy
6,900
+200
+3% +$11K 0.32% 116
2025
Q1 		$376K Hold
6,700
– – 0.36% 98
2024
Q4 		$361K Buy
+6,700
New +$382K 0.33% 102

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
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.