Monetary Management Group’s Dominion Energy D Stock Holding History

Monetary Management Group’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	$395K	Buy	5,779 +5,300	+1,106%	+$345K	0.08%	169
2026 Q1	$29.6K	Hold	479	–	–	0.01%	288
2025 Q4	$28.1K	Hold	479	–	–	0.01%	291
2025 Q3	$29.3K	Hold	479	–	–	0.01%	288
2025 Q2	$27.1K	Hold	479	–	–	0.01%	289
2025 Q1	$26.9K	Hold	479	–	–	0.01%	286
2024 Q4	$25.8K	Hold	479	–	–	0.01%	291
2024 Q3	$27.7K	Buy	479 +79	+20%	+$4.32K	0.01%	287
2024 Q2	$19.6K	Hold	400	–	–	0.01%	298
2024 Q1	$19.7K	Hold	400	–	–	0.01%	299
2023 Q4	$18.8K	Hold	400	–	–	0.01%	296
2023 Q3	$17.9K	Sell	400 -1,050	-72%	-$52.1K	0.01%	297
2023 Q2	$75.1K	Hold	1,450	–	–	0.02%	235
2023 Q1	$81.1K	Hold	1,450	–	–	0.02%	229
2022 Q4	$88.9K	Hold	1,450	–	–	0.03%	226
2022 Q3	$100K	Hold	1,450	–	–	0.03%	212
2022 Q2	$116K	Hold	1,450	–	–	0.04%	204
2022 Q1	$123K	Hold	1,450	–	–	0.03%	207
2021 Q4	$114K	Hold	1,450	–	–	0.03%	214
2021 Q3	$106K	Hold	1,450	–	–	0.03%	220
2021 Q2	$107K	Buy	1,450 +100	+7%	+$7.72K	0.03%	209
2021 Q1	$103K	Buy	1,350 +250	+23%	+$18.2K	0.03%	205
2020 Q4	$83K	Hold	1,100	–	–	0.03%	208
2020 Q3	$87K	Hold	1,100	–	–	0.03%	193
2020 Q2	$89K	Hold	1,100	–	–	0.03%	188
2020 Q1	$79K	Sell	1,100 -600	-35%	-$49K	0.04%	180
2019 Q4	$141K	Sell	1,700 -600	-26%	-$49K	0.05%	178
2019 Q3	$186K	Hold	2,300	–	–	0.07%	165
2019 Q2	$178K	Hold	2,300	–	–	0.07%	166
2019 Q1	$176K	Sell	2,300 -100	-4%	-$7.3K	0.07%	167
2018 Q4	$172K	Hold	2,400	–	–	0.08%	153
2018 Q3	$169K	Sell	2,400 -100	-4%	-$7.08K	0.06%	160
2018 Q2	$170K	Hold	2,500	–	–	0.07%	161
2018 Q1	$169K	Hold	2,500	–	–	0.07%	156
2017 Q4	$203K	Hold	2,500	–	–	0.08%	150
2017 Q3	$192K	Hold	2,500	–	–	0.08%	153
2017 Q2	$192K	Buy	2,500 +200	+9%	+$15.7K	0.08%	157
2017 Q1	$178K	Sell	2,300 -200	-8%	-$15.1K	0.08%	155
2016 Q4	$191K	Hold	2,500	–	–	0.09%	143
2016 Q3	$186K	Hold	2,500	–	–	0.09%	147
2016 Q2	$195K	Hold	2,500	–	–	0.09%	141
2016 Q1	$188K	Hold	2,500	–	–	0.09%	140
2015 Q4	$169K	Hold	2,500	–	–	0.08%	148
2015 Q3	$176K	Hold	2,500	–	–	0.09%	147
2015 Q2	$167K	Sell	2,500 -482	-16%	-$33.9K	0.08%	166
2015 Q1	$211K	Hold	2,982	–	–	0.09%	153
2014 Q4	$229K	Sell	2,982 -218	-7%	-$15.8K	0.1%	146
2014 Q3	$221K	Hold	3,200	–	–	0.1%	153
2014 Q2	$229K	Buy	3,200 +1,200	+60%	+$84.2K	0.11%	144
2014 Q1	$142K	Hold	2,000	–	–	0.07%	169
2013 Q4	$129K	Hold	2,000	–	–	0.06%	181
2013 Q3	$125K	Sell	2,000 -1,000	-33%	-$59.3K	0.07%	180
2013 Q2	$170K	Buy	+3,000	New	+$176K	0.09%	165

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 $3.38T AUM 44.17% 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

Monetary Management Group's D Position: Q2 2026 in Review

Monetary Management Group increased its Dominion Energy (D) stake by 1,106% in Q2 2026, buying an estimated $345K and bringing the position to 5,779 shares worth $395K. The position accounts for 0.08% of the portfolio, ranked #169.

Monetary Management Group first reported a position in D in Q2 2013 and has held it in 53 quarters since. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

Monetary Management Group held 5,779 shares of Dominion Energy worth $395K as of Q2 2026.
Monetary Management Group bought 5,300 Dominion Energy shares in Q2 2026, an estimated $345K.
Dominion Energy made up 0.08% of Monetary Management Group's portfolio in Q2 2026, its #169 holding.
Monetary Management Group first reported a position in Dominion Energy in Q2 2013 and has held it in 53 quarters since.
1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Monetary Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.