Skip to main content

Excelsior Advisor Network LLC

SEC CIK
0002110679
Latest filing
Aug 14, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Excelsior Advisor Network LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

D overviewAll 13F holders of DFull Q2 2026 holdings

Shares (Q2 2026)
5,693
Value
$388.8K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of D by Excelsior Advisor Network LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,693$388.8K0.1%+930+19.5%AddedHolders
Q1 20264,763$294.5K0.1%+4,763NewHolders