YAL
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Your Advocates Ltd’s Dominion Energy D Stock Holding History

Your Advocates Ltd’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
2025
Q4 		– Sell
-200
Closed -$12.2K – 243
2025
Q3 		$12.2K Buy
+200
New +$11.9K ﹤0.01% 108
2023
Q3 		– Sell
-134
Closed -$6.94K – 310
2023
Q2 		$6.94K Hold
134
– – ﹤0.01% 153
2023
Q1 		$7.49K Buy
+134
New +$7.84K ﹤0.01% 107

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Your Advocates Ltd's D Position: Q4 2025 in Review

Your Advocates Ltd sold out of Dominion Energy (D) in Q4 2025, closing a stake of 200 shares — an estimated $12.2K sold.

Your Advocates Ltd first reported a position in D in Q1 2023 and held it in 3 quarters. The position peaked at $12.2K in Q3 2025. 1,448 funds tracked by Wall St. Rank hold D as of Q4 2025.

  • Your Advocates Ltd reported no remaining Dominion Energy position as of Q4 2025 after selling out during the quarter.
  • Your Advocates Ltd sold 200 Dominion Energy shares in Q4 2025, an estimated $12.2K.
  • Your Advocates Ltd first reported a position in Dominion Energy in Q1 2023 and held it in 3 quarters.
  • Your Advocates Ltd's Dominion Energy position peaked at $12.2K in Q3 2025.
  • 1,448 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on Your Advocates Ltd's 13F filing for Q4 2025, filed 2 Feb 2026.