Ownership history in Carson Advisory Inc. · 17 quarters on record
This page tracks every 13F SEC filing in which Carson Advisory Inc. reported a position in DOMINION ENERGY INC (D). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 74,918 | -498 | -0.7% | 2.28% | $4.4M | $57.97 |
| 2025 Q3 | REDUCED | 75,416 | -815 | -1.1% | 2.49% | $4.6M | $59.85 |
| 2025 Q2 | ADDED | 76,231 | +215 | +0.3% | 2.74% | $4.3M | $54.67 |
| 2025 Q1 | ADDED | 76,016 | +3,821 | +5.3% | 2.87% | $4.3M | $53.59 |
| 2024 Q4 | ADDED | 72,195 | +3,458 | +5.0% | 2.70% | $3.9M | $50.87 |
| 2024 Q3 | ADDED | 68,737 | +898 | +1.3% | 2.49% | $4.0M | $53.97 |
| 2024 Q2 | ADDED | 67,839 | +3,677 | +5.7% | 2.33% | $3.3M | $45.21 |
| 2024 Q1 | ADDED | 64,162 | +5,674 | +9.7% | 2.22% | $3.2M | $44.82 |
| 2023 Q4 | REDUCED | 58,488 | -4,117 | -6.6% | 2.14% | $2.7M | $42.24 |
| 2023 Q3 | ADDED | 62,605 | +4,488 | +7.7% | 2.45% | $2.8M | $39.57 |
As of 2025 Q4 — sorted by position size