Total Wealth Planning & Management, Inc.
Position in D — Dominion Energy, Inc
CIK 2058383
Ponte Vedra Beach, FL
Position in D
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$558,817
+$52,326 QoQ
Shares Held
8,183
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#794
of 1,537 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Derivatives in D
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$519,004
PutShares
7,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $1,320,518 across 3 Utilities - Regulated Electric names. D ranks #1 (42.3% of the industry book) .
All Filings in D
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $558,817 | 8,183 | Shares | Sole | 2026-07-28 | |
| 2026-06-30 | $519,004 | 7,600 | Put | Sole | 2026-07-28 | |
| 2026-03-31 | $469,832 | 7,600 | Put | Sole | 2026-05-05 | |
| 2026-03-31 | $506,491 | 8,193 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $461,923 | 7,884 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $427,707 | 7,300 | Put | Sole | 2026-02-11 | |
| 2025-06-30 | $389,988 | 6,900 | Put | Sole | 2025-07-24 | |
| 2025-06-30 | $436,390 | 7,721 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $375,669 | 6,700 | Put | Sole | 2025-04-24 | |
| 2025-03-31 | $422,599 | 7,537 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $395,763 | 7,348 | Shares | Sole | 2025-02-28 | |
| 2024-12-31 | $360,862 | 6,700 | Put | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||