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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Monetary Management Group's D Position: Q1 2026 in Review

Monetary Management Group held its Dominion Energy (D) position steady in Q1 2026 at 479 shares worth $29.6K. The position accounts for 0.01% of the portfolio, ranked #288.

Monetary Management Group first reported a position in D in Q2 2013 and has held it in 52 quarters since. The position peaked at $229K in Q4 2014. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Monetary Management Group held 479 shares of Dominion Energy worth $29.6K as of Q1 2026.
Monetary Management Group left its Dominion Energy share count unchanged in Q1 2026.
Dominion Energy made up 0.01% of Monetary Management Group's portfolio in Q1 2026, its #288 holding.
Monetary Management Group first reported a position in Dominion Energy in Q2 2013 and has held it in 52 quarters since.
Monetary Management Group's Dominion Energy position peaked at $229K in Q4 2014.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.