Position in D
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$393,623
+$44,835 QoQ
Shares Held
5,764
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#921
of 1,537 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Sequent Planning LLC holds $393,623 across 1 Utilities - Regulated Electric name. D ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
This page
|
5,764 | $393,623 |
All Filings in D
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,623 | 5,764 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $348,788 | 5,642 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $327,049 | 5,582 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $342,368 | 5,597 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $316,342 | 5,597 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||