Advocate Group
D icon

Advocate Group’s Dominion Energy D Stock Holding History

Advocate 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
Q3 		$7.19M Sell
118,770
-4,652
-4% -$313K 1.11% 38
2026
Q2 		$8.43M Sell
123,422
-191
-0.2% -$12.4K 1.27% 36
2026
Q1 		$7.64M Sell
123,613
-743
-0.6% -$45.9K 1.2% 36
2025
Q4 		$7.29M Sell
124,356
-7,436
-6% -$448K 1.18% 37
2025
Q3 		$8.06M Sell
131,792
-3,473
-3% -$206K 1.33% 32
2025
Q2 		$7.65M Sell
135,265
-2,514
-2% -$138K 1.37% 28
2025
Q1 		$7.73M Sell
137,779
-588
-0.4% -$32.3K 1.41% 28
2024
Q4 		$7.45M Buy
138,367
+901
+0.7% +$51.4K 1.4% 31
2024
Q3 		$7.94M Buy
137,466
+2,821
+2% +$154K 1.44% 28
2024
Q2 		$6.6M Buy
134,645
+5,357
+4% +$273K 1.33% 32
2024
Q1 		$6.36M Buy
129,288
+11,948
+10% +$558K 1.26% 34
2023
Q4 		$5.51M Buy
117,340
+11,631
+11% +$519K 1.18% 36
2023
Q3 		$4.72M Sell
105,709
-8,508
-7% -$422K 1.09% 39
2023
Q2 		$5.92M Sell
114,217
-2,468
-2% -$134K 1.3% 30
2023
Q1 		$6.52M Sell
116,685
-1,136
-1% -$66.5K 1.42% 25
2022
Q4 		$7.22M Sell
117,821
-17,858
-13% -$1.12M 1.56% 21
2022
Q3 		$9.38M Sell
135,679
-4,648
-3% -$375K 2.32% 6
2022
Q2 		$11.2M Buy
+140,327
New +$11.6M 2.61% 5

Other funds holding D

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Advocate Group's D Position: Q3 2026 in Review

Advocate Group reduced its Dominion Energy (D) stake by 3.8% in Q3 2026, selling an estimated $313K and leaving 118,770 shares worth $7.19M. The position accounts for 1.11% of the portfolio, ranked #38.

Advocate Group first reported a position in D in Q2 2022 and has held it in 18 quarters since. The position peaked at $11.2M in Q2 2022. 614 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Advocate Group held 118,770 shares of Dominion Energy worth $7.19M as of Q3 2026.
  • Advocate Group sold 4,652 Dominion Energy shares in Q3 2026, an estimated $313K.
  • Dominion Energy made up 1.11% of Advocate Group's portfolio in Q3 2026, its #38 holding.
  • Advocate Group first reported a position in Dominion Energy in Q2 2022 and has held it in 18 quarters since.
  • Advocate Group's Dominion Energy position peaked at $11.2M in Q2 2022.
  • 614 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.