AIS
D icon

Advocate Investing Services’s Dominion Energy D Stock Holding History

Advocate Investing Services’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 		$34.1K Hold
500
– – 0.03% 193
2026
Q1 		$30.9K Hold
500
– – 0.03% 179
2025
Q4 		$29.3K Buy
+500
New +$30.1K 0.03% 172

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Massachusetts Financial Services
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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

Advocate Investing Services's D Position: Q2 2026 in Review

Advocate Investing Services held its Dominion Energy (D) position steady in Q2 2026 at 500 shares worth $34.1K. The position accounts for 0.03% of the portfolio, ranked #193.

Advocate Investing Services first reported a position in D in Q4 2025 and has held it in 3 quarters since. 1,548 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Advocate Investing Services held 500 shares of Dominion Energy worth $34.1K as of Q2 2026.
  • Advocate Investing Services left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up 0.03% of Advocate Investing Services's portfolio in Q2 2026, its #193 holding.
  • Advocate Investing Services first reported a position in Dominion Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,548 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.