Moody Lynn & Lieberson’s Dominion Energy D Stock Holding History

Moody Lynn & Lieberson’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	$381K	Sell	5,574 -57	-1%	-$3.71K	0.02%	200
2026 Q1	$348K	Buy	5,631 +74	+1%	+$4.57K	0.02%	201
2025 Q4	$326K	Sell	5,557 -100	-2%	-$6.02K	0.02%	208
2025 Q3	$346K	Hold	5,657	–	–	0.02%	205
2025 Q2	$320K	Buy	5,657 +57	+1%	+$3.12K	0.02%	210
2025 Q1	$314K	Hold	5,600	–	–	0.02%	200
2024 Q4	$302K	Hold	5,600	–	–	0.02%	204
2024 Q3	$324K	Hold	5,600	–	–	0.02%	203
2024 Q2	$274K	Hold	5,600	–	–	0.02%	202
2024 Q1	$275K	Hold	5,600	–	–	0.02%	204
2023 Q4	$263K	Hold	5,600	–	–	0.02%	206
2023 Q3	$250K	Hold	5,600	–	–	0.02%	185
2023 Q2	$290K	Hold	5,600	–	–	0.02%	186
2023 Q1	$313K	Sell	5,600 -8	-0.1%	-$468	0.03%	187
2022 Q4	$343K	Hold	5,608	–	–	0.03%	189
2022 Q3	$388K	Hold	5,608	–	–	0.04%	164
2022 Q2	$448K	Hold	5,608	–	–	0.04%	156
2022 Q1	$477K	Hold	5,608	–	–	0.03%	155
2021 Q4	$441K	Hold	5,608	–	–	0.03%	174
2021 Q3	$409K	Hold	5,608	–	–	0.03%	175
2021 Q2	$413K	Sell	5,608 -122	-2%	-$9.42K	0.03%	169
2021 Q1	$435K	Sell	5,730 -442	-7%	-$32.1K	0.04%	166
2020 Q4	$464K	Buy	6,172 +122	+2%	+$9.69K	0.04%	152
2020 Q3	$478K	Hold	6,050	–	–	0.05%	139
2020 Q2	$491K	Hold	6,050	–	–	0.05%	127
2020 Q1	$437K	Hold	6,050	–	–	0.06%	112
2019 Q4	$501K	Sell	6,050 -215	-3%	-$17.6K	0.05%	159
2019 Q3	$508K	Hold	6,265	–	–	0.06%	141
2019 Q2	$484K	Hold	6,265	–	–	0.05%	153
2019 Q1	$480K	Hold	6,265	–	–	0.06%	146
2018 Q4	$448K	Sell	6,265 -160	-2%	-$11.7K	0.06%	142
2018 Q3	$452K	Hold	6,425	–	–	0.05%	165
2018 Q2	$438K	Hold	6,425	–	–	0.05%	165
2018 Q1	$433K	Sell	6,425 -1,200	-16%	-$88.6K	0.05%	167
2017 Q4	$574K	Sell	7,625 -233	-3%	-$18.9K	0.06%	148
2017 Q3	$605K	Buy	7,858 +150	+2%	+$11.7K	0.07%	138
2017 Q2	$591K	Sell	7,708 -391	-5%	-$30.7K	0.08%	140
2017 Q1	$628K	Buy	8,099 +15	+0.2%	+$1.14K	0.09%	107
2016 Q4	$619K	Hold	8,084	–	–	0.09%	106
2016 Q3	$600K	Sell	8,084 -267	-3%	-$20.3K	0.1%	101
2016 Q2	$651K	Hold	8,351	–	–	0.12%	83
2016 Q1	$627K	Hold	8,351	–	–	0.1%	96
2015 Q4	$565K	Sell	8,351 -1,285	-13%	-$88.7K	0.09%	110
2015 Q3	$678K	Sell	9,636 -384	-4%	-$27K	0.13%	88
2015 Q2	$670K	Sell	10,020 -87,930	-90%	-$6.19M	0.11%	108
2015 Q1	$6.94M	Buy	97,950 +10,861	+12%	+$806K	1.11%	32
2014 Q4	$6.7M	Buy	87,089 +78,004	+859%	+$5.65M	0.95%	40
2014 Q3	$628K	Hold	9,085	–	–	0.09%	116
2014 Q2	$650K	Sell	9,085 -250	-3%	-$17.5K	0.09%	116
2014 Q1	$663K	Hold	9,335	–	–	0.1%	121
2013 Q4	$604K	Hold	9,335	–	–	0.08%	123
2013 Q3	$583K	Buy	9,335 +1,223	+15%	+$72.5K	0.09%	121
2013 Q2	$461K	Buy	+8,112	New	+$475K	0.08%	112

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 $3.37T AUM 44.26% 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

Moody Lynn & Lieberson's D Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its Dominion Energy (D) stake by 1% in Q2 2026, selling an estimated $3.71K and leaving 5,574 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #200.

Moody Lynn & Lieberson first reported a position in D in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.94M in Q1 2015. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

Moody Lynn & Lieberson held 5,574 shares of Dominion Energy worth $381K as of Q2 2026.
Moody Lynn & Lieberson sold 57 Dominion Energy shares in Q2 2026, an estimated $3.71K.
Dominion Energy made up 0.02% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #200 holding.
Moody Lynn & Lieberson first reported a position in Dominion Energy in Q2 2013 and has held it in 53 quarters since.
Moody Lynn & Lieberson's Dominion Energy position peaked at $6.94M in Q1 2015.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.