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Moloney Securities Asset Management’s Dominion Energy D Stock Holding History

Moloney Securities Asset 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
2025
Q3 		$272K Buy
+4,446
New +$264K 0.03% 381
2025
Q1 		– Sell
-29,440
Closed -$1.59M – 487
2024
Q4 		$1.59M Sell
29,440
-314
-1% -$17.9K 0.21% 119
2024
Q3 		$1.72M Buy
29,754
+2,024
+7% +$111K 0.23% 108
2024
Q2 		$1.36M Sell
27,730
-38
-0.1% -$1.94K 0.2% 122
2024
Q1 		$1.37M Buy
27,768
+2,522
+10% +$118K 0.21% 125
2023
Q4 		$1.19M Sell
25,246
-493
-2% -$22K 0.19% 135
2023
Q3 		$1.15M Sell
25,739
-317
-1% -$15.7K 0.21% 117
2023
Q2 		$1.35M Buy
26,056
+3,509
+16% +$191K 0.24% 110
2023
Q1 		$1.26M Buy
22,547
+4,682
+26% +$274K 0.23% 114
2022
Q4 		$1.1M Sell
17,865
-60
-0.3% -$3.77K 0.24% 118
2022
Q3 		$1.24M Sell
17,925
-531
-3% -$42.9K 0.3% 85
2022
Q2 		$1.47M Buy
18,456
+23
+0.1% +$1.9K 0.35% 80
2022
Q1 		$1.57M Sell
18,433
-818
-4% -$65.7K 0.3% 90
2021
Q4 		$1.51M Buy
19,251
+720
+4% +$54.2K 0.26% 95
2021
Q3 		$1.35M Buy
18,531
+2,653
+17% +$202K 0.25% 107
2021
Q2 		$1.17M Buy
15,878
+440
+3% +$34K 0.21% 128
2021
Q1 		$1.17M Sell
15,438
-4,509
-23% -$328K 0.23% 119
2020
Q4 		$1.5M Sell
19,947
-1,071
-5% -$85.1K 0.33% 83
2020
Q3 		$1.66M Sell
21,018
-680
-3% -$53.4K 0.44% 67
2020
Q2 		$1.76M Buy
21,698
+404
+2% +$32.4K 0.51% 64
2020
Q1 		$1.54M Buy
21,294
+4,186
+24% +$342K 0.55% 60
2019
Q4 		$1.42M Buy
17,108
+1,293
+8% +$106K 0.44% 64
2019
Q3 		$1.28M Buy
15,815
+12,708
+409% +$983K 0.43% 65
2019
Q2 		$240K Buy
3,107
+319
+11% +$24.3K 0.08% 256
2019
Q1 		$214K Sell
2,788
-309
-10% -$22.6K 0.07% 267
2018
Q4 		$221K Buy
3,097
+7
+0.2% +$511 0.09% 237
2018
Q3 		$217K Buy
+3,090
New +$219K 0.08% 264

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Moloney Securities Asset Management's D Position: Q3 2025 in Review

Moloney Securities Asset Management opened a new position in Dominion Energy (D) in Q3 2025: 4,446 shares worth $272K. The stake represents 0.03% of the portfolio and ranks #381 among its holdings. This is a return to the name: Moloney Securities Asset Management previously reported a position in D as recently as Q4 2024.

Moloney Securities Asset Management first reported a position in D in Q3 2018 and has held it in 27 quarters since. The position peaked at $1.76M in Q2 2020. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

  • Moloney Securities Asset Management held 4,446 shares of Dominion Energy worth $272K as of Q3 2025.
  • Dominion Energy was a new Moloney Securities Asset Management position in Q3 2025.
  • Dominion Energy made up 0.03% of Moloney Securities Asset Management's portfolio in Q3 2025, its #381 holding.
  • Moloney Securities Asset Management first reported a position in Dominion Energy in Q3 2018 and has held it in 27 quarters since.
  • Moloney Securities Asset Management's Dominion Energy position peaked at $1.76M in Q2 2020.
  • 1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.