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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Evercore Wealth Management, 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of D by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−3,294−100.0%Sold outHolders
Q3 20253,294$201.5K<0.1%+3,294NewHolders
Q2 20250$00.0%−3,762−100.0%Sold outHolders
Q1 20253,762$210.9K<0.1%00.0%UnchangedHolders
Q4 20243,762$202.6K<0.1%−1,401−27.1%ReducedHolders
Q3 20245,163$298.4K<0.1%−449−8.0%ReducedHolders
Q2 20245,612$275.0K<0.1%00.0%UnchangedHolders
Q1 20245,612$276.1K<0.1%−2,180−28.0%ReducedHolders
Q4 20237,792$366.2K<0.1%−2,936−27.4%ReducedHolders
Q3 202310,728$479.2K<0.1%−3,228−23.1%ReducedHolders
Q2 202313,956$722.8K<0.1%−2,732−16.4%ReducedHolders
Q1 202316,688$933.0K<0.1%−2,005−10.7%ReducedHolders
Q4 202218,693$1.15M<0.1%+160+0.9%AddedHolders
Q3 202218,533$1.28M<0.1%−200−1.1%ReducedHolders
Q2 202218,733$1.50M<0.1%−3,699−16.5%ReducedHolders
Q1 202222,432$1.91M<0.1%−15−0.1%ReducedHolders
Q4 202122,447$1.76M<0.1%−1,245−5.3%ReducedHolders
Q3 202123,692$1.73M<0.1%−50−0.2%ReducedHolders
Q2 202123,742$1.75M<0.1%−3,273−12.1%ReducedHolders
Q1 202127,015$2.05M<0.1%––Holders

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