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ADVOCATE GROUP LLC D Position History
Dominion Energy, Inc. • Utilities
Quarters held
5
Latest value
$7.2M
Q3 2026
Peak value
$8.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.1M |
| Q4 2025 | $7.3M |
| Q1 2026 | $7.6M |
| Q2 2026 | $8.4M |
| Q3 2026 | $7.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.2M | 118.8K | — | — |
| Q2 2026 | $8.4M | 123.4K | — | — |
| Q1 2026 | $7.6M | 123.6K | — | — |
| Q4 2025 | $7.3M | 124.4K | — | — |
| Q3 2025 | $8.1M | 131.8K | — | — |
Other funds holding D
$5.8B
$5.7B
$4.9B
$3.5B
$3.5B
$2.9B