Allen Mooney & Barnes Investment Advisors LLC
Position in D — Dominion Energy, Inc
CIK 2001461
Thomasville, GA
Position in D
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$389,799
+$20,425 QoQ
Shares Held
5,708
-4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#928
of 1,537 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Allen Mooney & Barnes Investment Advisors LLC holds $23,194,248 across 5 Utilities - Regulated Electric names. D ranks #5 (1.7% of the industry book) .
All Filings in D
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,799 | 5,708 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $369,374 | 5,975 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $350,075 | 5,975 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $365,490 | 5,975 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $337,707 | 5,975 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $335,018 | 5,975 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $321,813 | 5,975 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $417,359 | 7,222 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $358,876 | 7,324 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $369,121 | 7,504 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $337,648 | 7,184 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $267,662 | 5,992 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $310,273 | 5,991 | Shares | Sole | 2024-05-23 | |
| 2023-03-31 | $246,898 | 4,416 | Shares | Sole | 2024-05-23 | |
| 2022-12-31 | $311,566 | 5,081 | Shares | Sole | 2024-05-23 | |
| 2022-09-30 | $351,908 | 5,092 | Shares | Sole | 2024-05-23 | |
| 2022-06-30 | $406,392 | 5,092 | Shares | Sole | 2024-05-23 | |
| 2022-03-31 | $432,667 | 5,092 | Shares | Sole | 2024-05-23 | |
| No filing history on record for this holder in this stock. | ||||||