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Livermore
Livermore
ZHEN

Sheets Smith Wealth Management

SEC CIK
0001157436
Latest filing
Jul 13, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Sheets Smith Wealth Management, 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)
6,149
Value
$419.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of D by Sheets Smith Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,149$419.9K<0.1%−10.0%ReducedHolders
Q1 20266,150$380.2K<0.1%+606+10.9%AddedHolders
Q4 20255,544$324.8K<0.1%+591+11.9%AddedHolders
Q3 20254,953$303.0K<0.1%−123−2.4%ReducedHolders
Q2 20255,076$286.9K<0.1%−708−12.2%ReducedHolders
Q1 20255,784$324.3K<0.1%−170−2.9%ReducedHolders
Q4 20245,954$320.7K<0.1%−260−4.2%ReducedHolders
Q3 20246,214$359.1K<0.1%−937−13.1%ReducedHolders
Q2 20247,151$350.4K<0.1%+118+1.7%AddedHolders
Q1 20247,033$345.9K<0.1%+19+0.3%AddedHolders
Q4 20237,014$329.7K<0.1%−397−5.4%ReducedHolders
Q3 20237,411$331.0K0.1%+68+0.9%AddedHolders
Q2 20237,343$380.3K0.1%−1,455−16.5%ReducedHolders
Q1 20238,798$491.9K0.1%−2,785−24.0%ReducedHolders
Q4 202211,583$710.3K0.1%−2,352−16.9%ReducedHolders
Q3 202213,935$963.0K0.2%−301−2.1%ReducedHolders
Q2 202214,236$1.14M0.2%−371−2.5%ReducedHolders
Q1 202214,607$1.24M0.2%−562−3.7%ReducedHolders
Q4 202115,169$1.19M0.1%+1,502+11.0%AddedHolders
Q3 202113,667$998.0K0.1%−338−2.4%ReducedHolders
Q2 202114,005$1.03M0.1%−1,227−8.1%ReducedHolders
Q1 202115,232$1.16M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.