WR Wealth Planners’s Dominion Energy D Stock Holding History

WR Wealth Planners’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
2024 Q4	$9.96K	Buy	185 +7	+4%	+$399	﹤0.01%	593
2024 Q3	$10.3K	Hold	178	–	–	﹤0.01%	623
2024 Q2	$8.72K	Sell	178 -39	-18%	-$1.99K	﹤0.01%	619
2024 Q1	$10.7K	Buy	+217	New	+$10.1K	﹤0.01%	585
2023 Q4	–	Sell	-44	Closed	-$1.97K	–	332
2023 Q3	$1.97K	Buy	+44	New	+$2.19K	﹤0.01%	778
2023 Q2	–	Sell	-40	Closed	-$2.24K	–	915
2023 Q1	$2.24K	Buy	+40	New	+$2.34K	﹤0.01%	762

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WR Wealth Planners's D Position: Q4 2024 in Review

WR Wealth Planners increased its Dominion Energy (D) stake by 3.9% in Q4 2024, buying an estimated $399 and bringing the position to 185 shares worth $9.96K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

WR Wealth Planners first reported a position in D in Q1 2023 and has held it in 6 quarters since. The position peaked at $10.7K in Q1 2024. 1,372 funds tracked by Wall St. Rank hold D as of Q4 2024.

WR Wealth Planners held 185 shares of Dominion Energy worth $9.96K as of Q4 2024.
WR Wealth Planners bought 7 Dominion Energy shares in Q4 2024, an estimated $399.
Dominion Energy made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #593 holding.
WR Wealth Planners first reported a position in Dominion Energy in Q1 2023 and has held it in 6 quarters since.
WR Wealth Planners's Dominion Energy position peaked at $10.7K in Q1 2024.
1,372 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.