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

Walled Lake Planning & Wealth 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	$265K	Hold	3,885	–	–	0.07%	121
2026 Q1	$240K	Buy	+3,885	New	+$240K	0.07%	118
2021 Q4	–	Sell	-183	Closed	-$13K	–	147
2021 Q3	$13K	Sell	183 -44	-19%	-$3.35K	0.01%	251
2021 Q2	$17K	Hold	227	–	–	0.01%	213
2021 Q1	$17K	Buy	227 +1	+0.4%	+$73	0.01%	205
2020 Q4	$17K	Sell	226 -19	-8%	-$1.51K	0.01%	189
2020 Q3	$19K	Sell	245 -60,467	-100%	-$4.75M	0.02%	173
2020 Q2	$4.93M	Sell	60,712 -634	-1%	-$50.8K	4.13%	7
2020 Q1	$4.43M	Sell	61,346 -1,093	-2%	-$89.3K	4.05%	9
2019 Q4	$5.17M	Buy	+62,439	New	+$5.1M	3.73%	7

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

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

Walled Lake Planning & Wealth Management held its Dominion Energy (D) position steady in Q2 2026 at 3,885 shares worth $265K. The position accounts for 0.07% of the portfolio, ranked #121.

Walled Lake Planning & Wealth Management first reported a position in D in Q4 2019 and has held it in 10 quarters since. The position peaked at $5.17M in Q4 2019. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

Walled Lake Planning & Wealth Management held 3,885 shares of Dominion Energy worth $265K as of Q2 2026.
Walled Lake Planning & Wealth Management left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up 0.07% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #121 holding.
Walled Lake Planning & Wealth Management first reported a position in Dominion Energy in Q4 2019 and has held it in 10 quarters since.
Walled Lake Planning & Wealth Management's Dominion Energy position peaked at $5.17M in Q4 2019.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.