Back to D
Creative Planning D Position History
Dominion Energy, Inc. • Utilities
Quarters held
10
Latest value
$29M
Q3 2026
Peak value
$33M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $24.9M |
| Q3 2025 | $397K |
| Q4 2025 | $24.7M |
| Q4 2025 | $414K |
| Q1 2026 | $416K |
| Q1 2026 | $27.3M |
| Q2 2026 | $448K |
| Q2 2026 | $33M |
| Q3 2026 | $374K |
| Q3 2026 | $29M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $29M | 479.3K | — | — |
| Q3 2026 | $374K | 6.2K | — | — |
| Q2 2026 | $33M | 483.8K | — | — |
| Q2 2026 | $448K | 6.6K | — | — |
| Q1 2026 | $27.3M | 441.6K | — | — |
| Q1 2026 | $416K | 6.7K | — | — |
| Q4 2025 | $414K | 7.1K | — | — |
| Q4 2025 | $24.7M | 421.0K | — | — |
| Q3 2025 | $397K | 6.5K | — | — |
| Q3 2025 | $24.9M | 407.8K | — | — |
Other funds holding D
$5.8B
$5.7B
$4.9B
$3.5B
$3.5B
$2.9B