CWM, LLC

SEC CIK: 0001535847
Latest filing: May 14, 2026

SEC filings (opens in a new tab)

D holding history

Dominion Energy, Inc in every 13F filed by CWM, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

D overview All 13F holders of D Full Q1 2026 holdings

Shares (Q1 2026): 52,475
Value: $3.24M
% of portfolio: <0.1%
Quarters held: 20; Since Q1 2021

Holdings of D by CWM, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	52,475	$3.24M	<0.1%	+1,452+2.8%	Added	Holders
Q4 2025	51,023	$2.99M	<0.1%	−2,202−4.1%	Reduced	Holders
Q3 2025	53,225	$3.26M	<0.1%	−387,366−87.9%	Reduced	Holders
Q2 2025	440,591	$24.9M	0.1%	+772+0.2%	Added	Holders
Q1 2025	439,819	$24.7M	0.1%	−1,594−0.4%	Reduced	Holders
Q4 2024	441,413	$23.8M	0.1%	−24,295−5.2%	Reduced	Holders
Q3 2024	465,708	$26.9M	0.1%	−8,102−1.7%	Reduced	Holders
Q2 2024	473,810	$23.2M	0.1%	−15,798−3.2%	Reduced	Holders
Q1 2024	489,608	$24.1M	0.1%	+2,009+0.4%	Added	Holders
Q4 2023	487,599	$22.9M	0.1%	−65,958−11.9%	Reduced	Holders
Q3 2023	553,557	$24.7M	0.2%	+87,280+18.7%	Added	Holders
Q2 2023	466,277	$24.1M	0.1%	−7,927−1.7%	Reduced	Holders
Q1 2023	474,204	$26.5M	0.2%	+27,719+6.2%	Added	Holders
Q4 2022	446,485	$27.4M	0.2%	+36,278+8.8%	Added	Holders
Q3 2022	410,207	$28.3M	0.2%	+11,338+2.8%	Added	Holders
Q2 2022	398,869	$31.8M	0.2%	+15,689+4.1%	Added	Holders
Q1 2022	383,180	$32.6M	0.2%	+734+0.2%	Added	Holders
Q4 2021	382,446	$30.0M	0.2%	–	No prior filing	Holders
Q3 2021	–	–	–	–	Not filed	Holders
Q2 2021	365,961	$26.9M	0.2%	00.0%	Unchanged	Holders
Q1 2021	365,961	$26.9M	0.2%	–	–	Holders

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