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ACG Wealth

SEC CIK
0001569071
Latest filing
Nov 3, 2022

D holding history

Dominion Energy, Inc in every 13F filed by ACG Wealth, 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 Q3 2022 holdings

Shares (Q3 2022)
3,854
Value
$266.0K
% of portfolio
0.1%
Quarters held
7
Since Q1 2021
Holdings of D by ACG Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20223,854$266.0K0.1%−384−9.1%ReducedHolders
Q2 20224,238$338.0K0.1%+32+0.8%AddedHolders
Q1 20224,206$357.0K0.1%−5,634−57.3%ReducedHolders
Q4 20219,840$773.0K0.1%+685+7.5%AddedHolders
Q3 20219,155$669.0K0.1%−297−3.1%ReducedHolders
Q2 20219,452$695.0K0.1%−1,685−15.1%ReducedHolders
Q1 202111,137$846.0K0.1%––Holders

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