Allegiance Financial Group Advisory Services’s Dominion Energy D Stock Holding History

Allegiance Financial Group Advisory Services’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
2026 Q2	$248K	Buy	+3,634	New	+$236K	0.04%	169

Other funds holding D

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Allegiance Financial Group Advisory Services's D Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services opened a new position in Dominion Energy (D) in Q2 2026: 3,634 shares worth $248K. The stake represents 0.04% of the portfolio and ranks #169 among its holdings.

1,061 funds tracked by Wall St. Rank hold D as of Q2 2026.

Allegiance Financial Group Advisory Services held 3,634 shares of Dominion Energy worth $248K as of Q2 2026.
Dominion Energy was a new Allegiance Financial Group Advisory Services position in Q2 2026.
Dominion Energy made up 0.04% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #169 holding.
1,061 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.