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Accordant Advisory Group’s Dominion Energy D Stock Holding History

Accordant Advisory Group’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 		$4.85K Hold
71
– – ﹤0.01% 190
2026
Q1 		$4.39K Hold
71
– – ﹤0.01% 190
2025
Q4 		$4.16K Hold
71
– – ﹤0.01% 146
2025
Q3 		$4.34K Hold
71
– – ﹤0.01% 147
2025
Q2 		$4.01K Hold
71
– – ﹤0.01% 145
2025
Q1 		$3.98K Hold
71
– – ﹤0.01% 128
2024
Q4 		$3.82K Hold
71
– – ﹤0.01% 131
2024
Q3 		$4.1K Sell
71
-70
-50% -$3.82K ﹤0.01% 132
2024
Q2 		$6.91K Hold
141
– – 0.01% 130
2024
Q1 		$6.94K Buy
+141
New +$6.59K 0.01% 176

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Accordant Advisory Group's D Position: Q2 2026 in Review

Accordant Advisory Group held its Dominion Energy (D) position steady in Q2 2026 at 71 shares worth $4.85K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Accordant Advisory Group first reported a position in D in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.94K in Q1 2024. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Accordant Advisory Group held 71 shares of Dominion Energy worth $4.85K as of Q2 2026.
  • Accordant Advisory Group left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up ﹤0.01% of Accordant Advisory Group's portfolio in Q2 2026, its #190 holding.
  • Accordant Advisory Group first reported a position in Dominion Energy in Q1 2024 and has held it in 10 quarters since.
  • Accordant Advisory Group's Dominion Energy position peaked at $6.94K in Q1 2024.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.