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Apriem Advisors

SEC CIK
0001425165
Latest filing
Aug 14, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Apriem Advisors, 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 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of D by Apriem Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−5,042−100.0%Sold outHolders
Q1 20235,042$281.9K<0.1%+800+18.9%AddedHolders
Q4 20224,242$260.1K<0.1%−2,100−33.1%ReducedHolders
Q3 20226,342$438.0K0.1%00.0%UnchangedHolders
Q2 20226,342$506.0K0.1%+500+8.6%AddedHolders
Q1 20225,842$496.0K0.1%+700+13.6%AddedHolders
Q4 20215,142$404.0K0.1%−160−3.0%ReducedHolders
Q3 20215,302$387.0K0.1%+1,420+36.6%AddedHolders
Q2 20213,882$286.0K<0.1%+260+7.2%AddedHolders
Q1 20213,622$275.0K<0.1%––Holders

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