13F

Position

Creative Planning in Dominion Energy, Inc

Back to the book · All holders of D

Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $1.38M$58.59$61.82

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025428K$25.1M0.0%
Q1 2026448.3K$27.7M$61.82$1.38M$1.26M0.0%