Position in D
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,848
+$459 QoQ
Shares Held
71
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,477
of 1,537 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Accordant Advisory Group Inc holds $4,848 across 1 Utilities - Regulated Electric name. D ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
This page
|
71 | $4,848 |
All Filings in D
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,848 | 71 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,389 | 71 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,159 | 71 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $4,343 | 71 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,012 | 71 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,980 | 71 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,824 | 71 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $4,103 | 71 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $6,909 | 141 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $6,935 | 141 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||