Allen Mooney & Barnes Investment Advisors’s Dominion Energy D Stock Holding History

Allen Mooney & Barnes Investment Advisors’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	$390K	Sell	5,708 -267	-4%	-$17.4K	0.06%	115
2026 Q1	$369K	Hold	5,975	–	–	0.05%	116
2025 Q4	$350K	Hold	5,975	–	–	0.05%	122
2025 Q3	$365K	Hold	5,975	–	–	0.06%	113
2025 Q2	$338K	Hold	5,975	–	–	0.06%	124
2025 Q1	$335K	Hold	5,975	–	–	0.05%	121
2024 Q4	$322K	Sell	5,975 -1,247	-17%	-$71.1K	0.05%	122
2024 Q3	$417K	Sell	7,222 -102	-1%	-$5.57K	0.07%	111
2024 Q2	$359K	Sell	7,324 -180	-2%	-$9.17K	0.06%	123
2024 Q1	$368K	Buy	7,504 +320	+4%	+$14.9K	0.07%	125
2023 Q4	$338K	Buy	7,184 +1,192	+20%	+$53.2K	0.06%	123
2023 Q3	$268K	Buy	5,992 +1	+0%	+$50	0.06%	124
2023 Q2	$310K	Buy	5,991 +1,575	+36%	+$85.6K	0.07%	116
2023 Q1	$247K	Sell	4,416 -665	-13%	-$38.9K	0.06%	121
2022 Q4	$312K	Sell	5,081 -11	-0.2%	-$691	0.07%	108
2022 Q3	$352K	Hold	5,092	–	–	0.09%	101
2022 Q2	$406K	Hold	5,092	–	–	0.1%	96
2022 Q1	$433K	Buy	+5,092	New	+$409K	0.1%	107

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's D Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Dominion Energy (D) stake by 4.5% in Q2 2026, selling an estimated $17.4K and leaving 5,708 shares worth $390K. The position accounts for 0.06% of the portfolio, ranked #115.

Allen Mooney & Barnes Investment Advisors first reported a position in D in Q1 2022 and has held it in 18 quarters since. The position peaked at $433K in Q1 2022. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

Allen Mooney & Barnes Investment Advisors held 5,708 shares of Dominion Energy worth $390K as of Q2 2026.
Allen Mooney & Barnes Investment Advisors sold 267 Dominion Energy shares in Q2 2026, an estimated $17.4K.
Dominion Energy made up 0.06% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #115 holding.
Allen Mooney & Barnes Investment Advisors first reported a position in Dominion Energy in Q1 2022 and has held it in 18 quarters since.
Allen Mooney & Barnes Investment Advisors's Dominion Energy position peaked at $433K in Q1 2022.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.