M.E. Allison & Co’s Dominion Energy D Stock Holding History

M.E. Allison & Co’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	Sell	3,630 -43	-1%	-$2.8K	0.14%	169
2026 Q1	$227K	Buy	3,673 +1	+0%	+$62	0.15%	170
2025 Q4	$215K	Hold	3,672	–	–	0.15%	163
2025 Q3	$225K	Hold	3,672	–	–	0.16%	159
2025 Q2	$208K	Buy	+3,672	New	+$201K	0.17%	164

Other funds holding D

COPPSERS

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

PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

M.E. Allison & Co's D Position: Q2 2026 in Review

M.E. Allison & Co reduced its Dominion Energy (D) stake by 1.2% in Q2 2026, selling an estimated $2.8K and leaving 3,630 shares worth $248K. The position accounts for 0.14% of the portfolio, ranked #169.

M.E. Allison & Co first reported a position in D in Q2 2025 and has held it in 5 quarters since. 251 funds tracked by Wall St. Rank hold D as of Q2 2026.

M.E. Allison & Co held 3,630 shares of Dominion Energy worth $248K as of Q2 2026.
M.E. Allison & Co sold 43 Dominion Energy shares in Q2 2026, an estimated $2.8K.
Dominion Energy made up 0.14% of M.E. Allison & Co's portfolio in Q2 2026, its #169 holding.
M.E. Allison & Co first reported a position in Dominion Energy in Q2 2025 and has held it in 5 quarters since.
251 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.