ACORN FINANCIAL ADVISORY SERVICES INC /ADV
Position in D — Dominion Energy, Inc
CIK 1018561
Reston, VA
Position in D
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,007,277
+$165,598 QoQ
Shares Held
14,750
+8.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#613
of 1,537 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ACORN FINANCIAL ADVISORY SERVICES INC /ADV holds $1,372,460 across 2 Utilities - Regulated Electric names. D ranks #1 (73.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
This page
|
14,750 | $1,007,277 | |
| 2 | DUK |
Duke Energy CORP
|
2,885 | $365,183 |
All Filings in D
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,007,277 | 14,750 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $841,679 | 13,615 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $799,577 | 13,647 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $849,100 | 13,881 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $776,415 | 13,737 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $780,382 | 13,918 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $810,862 | 15,055 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $847,548 | 14,666 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $719,614 | 14,686 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $719,256 | 14,622 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $771,035 | 16,405 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $758,183 | 16,973 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,042,636 | 20,132 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,066,203 | 19,070 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,159,561 | 18,910 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,294,568 | 18,732 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,626,368 | 20,378 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,699,230 | 19,998 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,568,921 | 19,971 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,487,490 | 20,371 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,380,026 | 18,758 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,444,987 | 19,023 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,446,697 | 19,238 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,485,936 | 18,826 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $1,517,578 | 18,694 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $360,444 | 4,993 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||