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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → D
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC D Position History
Dominion Energy, Inc. • Utilities
Quarters held
5
Latest value
$28M
Q3 2026
Peak value
$29.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $25.2M |
| Q4 2025 | $27.1M |
| Q1 2026 | $23.8M |
| Q2 2026 | $29.5M |
| Q3 2026 | $28M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $28M | 458.0K | — | — |
| Q2 2026 | $29.5M | 424.8K | — | — |
| Q1 2026 | $23.8M | 379.5K | — | — |
| Q4 2025 | $27.1M | 461.5K | — | — |
| Q3 2025 | $25.2M | 414.0K | — | — |
Other funds holding D
$5.8B
$5.7B
$4.9B
$3.5B
$3.5B
$2.9B