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WealthPLAN Partners’s Dominion Energy D Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-359
Closed -$18.6K – 482
2023
Q2 		$18.6K Sell
359
-977
-73% -$53.1K ﹤0.01% 696
2023
Q1 		$74.7K Buy
+1,336
New +$78.2K 0.01% 481
2019
Q2 		– Sell
-8,477
Closed -$630K – 249
2019
Q1 		$630K Buy
8,477
+570
+7% +$41.6K 0.1% 139
2018
Q4 		$579K Buy
7,907
+1,210
+18% +$88.4K 0.09% 137
2018
Q3 		$500K Buy
6,697
+779
+13% +$55.2K 0.09% 145
2018
Q2 		$404K Sell
5,918
-19
-0.3% -$1.24K 0.08% 160
2018
Q1 		$400K Buy
5,937
+687
+13% +$50.7K 0.09% 160
2017
Q4 		$425K Buy
+5,250
New +$425K 0.11% 139
2016
Q3 		$11.2K Sell
155
-153
-50% -$11.7K ﹤0.01% 585
2016
Q2 		$12K Buy
+308
New +$22.3K ﹤0.01% 1662

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's D Position: Q3 2023 in Review

WealthPLAN Partners sold out of Dominion Energy (D) in Q3 2023, closing a stake of 359 shares — an estimated $18.6K sold.

WealthPLAN Partners first reported a position in D in Q2 2016 and held it in 10 quarters. The position peaked at $630K in Q1 2019. 1,203 funds tracked by Wall St. Rank hold D as of Q3 2023.

  • WealthPLAN Partners reported no remaining Dominion Energy position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 359 Dominion Energy shares in Q3 2023, an estimated $18.6K.
  • WealthPLAN Partners first reported a position in Dominion Energy in Q2 2016 and held it in 10 quarters.
  • WealthPLAN Partners's Dominion Energy position peaked at $630K in Q1 2019.
  • 1,203 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.