Aull & Monroe Investment Management’s Dominion Energy D Stock Holding History

Aull & Monroe Investment Management’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	$312K	Buy	4,568 +800	+21%	+$52K	0.13%	102
2026 Q1	$233K	Buy	3,768 +300	+9%	+$18.5K	0.11%	117
2025 Q4	$203K	Hold	3,468	–	–	0.1%	120
2025 Q3	$212K	Buy	+3,468	New	+$206K	0.11%	122
2024 Q4	–	Sell	-3,468	Closed	-$200K	–	126
2024 Q3	$200K	Buy	+3,468	New	+$189K	0.09%	128
2024 Q1	–	Sell	-4,759	Closed	-$224K	–	135
2023 Q4	$224K	Sell	4,759 -384	-7%	-$17.1K	0.11%	120
2023 Q3	$230K	Hold	5,143	–	–	0.12%	118
2023 Q2	$266K	Hold	5,143	–	–	0.13%	111
2023 Q1	$288K	Hold	5,143	–	–	0.15%	108
2022 Q4	$315K	Sell	5,143 -447	-8%	-$28.1K	0.16%	99
2022 Q3	$386K	Hold	5,590	–	–	0.21%	88
2022 Q2	$446K	Hold	5,590	–	–	0.23%	90
2022 Q1	$475K	Hold	5,590	–	–	0.21%	93
2021 Q4	$439K	Sell	5,590 -229	-4%	-$17.2K	0.2%	95
2021 Q3	$425K	Sell	5,819 -30	-0.5%	-$2.29K	0.21%	93
2021 Q2	$431K	Hold	5,849	–	–	0.2%	95
2021 Q1	$444K	Buy	5,849 +307	+6%	+$22.3K	0.22%	90
2020 Q4	$417K	Sell	5,542 -523	-9%	-$41.5K	0.22%	88
2020 Q3	$479K	Hold	6,065	–	–	0.28%	81
2020 Q2	$492K	Hold	6,065	–	–	0.3%	79
2020 Q1	$438K	Buy	6,065 +156	+3%	+$12.7K	0.29%	79
2019 Q4	$489K	Hold	5,909	–	–	0.25%	87
2019 Q3	$478K	Sell	5,909 -500	-8%	-$38.7K	0.25%	87
2019 Q2	$496K	Sell	6,409 -567	-8%	-$43.2K	0.26%	84
2019 Q1	$535K	Buy	6,976 +1,912	+38%	+$140K	0.29%	81
2018 Q4	$362K	Hold	5,064	–	–	0.21%	93
2018 Q3	$356K	Hold	5,064	–	–	0.17%	100
2018 Q2	$346K	Buy	5,064 +600	+13%	+$39.1K	0.18%	100
2018 Q1	$301K	Buy	+4,464	New	+$330K	0.16%	106

Other funds holding D

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Aull & Monroe Investment Management's D Position: Q2 2026 in Review

Aull & Monroe Investment Management increased its Dominion Energy (D) stake by 21% in Q2 2026, buying an estimated $52K and bringing the position to 4,568 shares worth $312K. The position accounts for 0.13% of the portfolio, ranked #102.

Aull & Monroe Investment Management first reported a position in D in Q1 2018 and has held it in 29 quarters since. The position peaked at $535K in Q1 2019. 684 funds tracked by Wall St. Rank hold D as of Q2 2026.

Aull & Monroe Investment Management held 4,568 shares of Dominion Energy worth $312K as of Q2 2026.
Aull & Monroe Investment Management bought 800 Dominion Energy shares in Q2 2026, an estimated $52K.
Dominion Energy made up 0.13% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #102 holding.
Aull & Monroe Investment Management first reported a position in Dominion Energy in Q1 2018 and has held it in 29 quarters since.
Aull & Monroe Investment Management's Dominion Energy position peaked at $535K in Q1 2019.
684 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.