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Smith, Salley & Associates

SEC CIK
0001482012
Latest filing
Jul 23, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Smith, Salley & Associates, 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 (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of D by Smith, Salley & Associates, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−14,335−100.0%Sold outHolders
Q4 202314,335$673.7K<0.1%+8,069+128.8%AddedHolders
Q3 20236,266$279.8K<0.1%−34,474−84.6%ReducedHolders
Q2 202340,740$2.11M0.2%−3,187−7.3%ReducedHolders
Q1 202343,927$2.46M0.2%−124,941−74.0%ReducedHolders
Q4 2022168,868$10.4M0.9%−60,347−26.3%ReducedHolders
Q3 2022229,215$15.8M1.5%−582−0.3%ReducedHolders
Q2 2022229,797$18.3M1.6%+6,607+3.0%AddedHolders
Q1 2022223,190$19.0M1.4%+1,691+0.8%AddedHolders
Q4 2021221,499$17.4M1.2%−1,173−0.5%ReducedHolders
Q3 2021222,672$16.3M1.3%+8,527+4.0%AddedHolders
Q2 2021214,145$15.8M1.3%+3,572+1.7%AddedHolders
Q1 2021210,573$16.0M1.4%––Holders

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