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MONECO Advisors, LLC

SEC CIK
0001765690
Latest filing
Aug 11, 2026

D holding history

Dominion Energy, Inc in every 13F filed by MONECO Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

D overviewAll 13F holders of DFull Q2 2026 holdings

Shares (Q2 2026)
11,417
Value
$779.6K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of D by MONECO Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,417$779.6K<0.1%+776+7.3%AddedHolders
Q1 202610,641$657.8K0.1%−119−1.1%ReducedHolders
Q4 202510,760$630.5K0.1%−238−2.2%ReducedHolders
Q3 202510,998$672.7K0.1%+371+3.5%AddedHolders
Q2 202510,627$600.7K0.1%−26,607−71.5%ReducedHolders
Q1 202537,234$2.09M0.2%−70−0.2%ReducedHolders
Q4 202437,304$2.01M0.2%−17,091−31.4%ReducedHolders
Q3 202454,395$3.14M0.4%+43,559+402.0%AddedHolders
Q2 202410,836$530.9K0.1%+996+10.1%AddedHolders
Q1 20249,840$484.0K0.1%+9,840NewHolders