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MONECO Advisors’s Dominion Energy D Stock Holding History

MONECO 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 		$780K Buy
11,417
+776
+7% +$50.5K 0.05% 294
2026
Q1 		$658K Sell
10,641
-119
-1% -$7.35K 0.05% 260
2025
Q4 		$630K Sell
10,760
-238
-2% -$14.3K 0.05% 266
2025
Q3 		$673K Buy
10,998
+371
+3% +$22.1K 0.06% 253
2025
Q2 		$601K Sell
10,627
-26,607
-71% -$1.46M 0.06% 258
2025
Q1 		$2.09M Sell
37,234
-70
-0.2% -$3.85K 0.22% 105
2024
Q4 		$2.01M Sell
37,304
-17,091
-31% -$975K 0.21% 112
2024
Q3 		$3.14M Buy
54,395
+43,559
+402% +$2.38M 0.39% 68
2024
Q2 		$531K Buy
10,836
+996
+10% +$50.7K 0.08% 227
2024
Q1 		$484K Buy
+9,840
New +$460K 0.08% 244

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MONECO Advisors's D Position: Q2 2026 in Review

MONECO Advisors increased its Dominion Energy (D) stake by 7.3% in Q2 2026, buying an estimated $50.5K and bringing the position to 11,417 shares worth $780K. The position accounts for 0.05% of the portfolio, ranked #294.

MONECO Advisors first reported a position in D in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.14M in Q3 2024. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • MONECO Advisors held 11,417 shares of Dominion Energy worth $780K as of Q2 2026.
  • MONECO Advisors bought 776 Dominion Energy shares in Q2 2026, an estimated $50.5K.
  • Dominion Energy made up 0.05% of MONECO Advisors's portfolio in Q2 2026, its #294 holding.
  • MONECO Advisors first reported a position in Dominion Energy in Q1 2024 and has held it in 10 quarters since.
  • MONECO Advisors's Dominion Energy position peaked at $3.14M in Q3 2024.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.