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Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Raffa 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 (Q2 2026)
103
Value
$7.03K
% of portfolio
<0.1%
Quarters held
47
Since Q4 2013
Holdings of D by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026103$7.03K<0.1%+19+22.6%AddedHolders
Q1 202684$5.19K<0.1%+3+3.7%AddedHolders
Q4 202581$4.75K<0.1%00.0%UnchangedHolders
Q3 202581$4.96K<0.1%+14+20.9%AddedHolders
Q2 202567$3.79K<0.1%00.0%UnchangedHolders
Q1 202567$3.76K<0.1%00.0%UnchangedHolders
Q4 202467$3.61K<0.1%00.0%UnchangedHolders
Q3 202467$3.87K<0.1%−190−73.9%ReducedHolders
Q2 2024257$12.6K<0.1%+190+283.6%AddedHolders
Q1 202467$3.30K<0.1%00.0%UnchangedHolders
Q4 202367$3.15K<0.1%00.0%UnchangedHolders
Q3 202367$2.99K<0.1%00.0%UnchangedHolders
Q2 202367$3.47K<0.1%00.0%UnchangedHolders
Q1 202367$3.75K<0.1%00.0%UnchangedHolders
Q4 202267$4.11K<0.1%00.0%UnchangedHolders
Q3 202267$4.63K<0.1%00.0%UnchangedHolders
Q2 202267$5.35K<0.1%00.0%UnchangedHolders
Q1 202267$5.69K<0.1%+33+97.1%AddedHolders
Q4 202134$2.67K<0.1%−70−67.3%ReducedHolders
Q3 2021104$7.59K<0.1%00.0%UnchangedHolders
Q2 2021104$7.65K<0.1%−71−40.6%ReducedHolders
Q1 2021175$13.3K<0.1%+15+9.4%AddedHolders
Q4 2020160$12.0K<0.1%+16+11.1%Added–
Q3 2020144$11.4K<0.1%+54+60.0%Added–
Q2 202090$7.31K<0.1%00.0%Unchanged–
Q1 202090$6.50K<0.1%00.0%Unchanged–
Q4 201990$7.45K<0.1%00.0%Unchanged–
Q3 201990$7.29K<0.1%+90New–
Q2 20190$00.0%−90−100.0%Sold out–
Q1 201990$6.90K<0.1%00.0%Unchanged–
Q4 201890$6.43K<0.1%00.0%Unchanged–
Q3 201890$6.33K<0.1%00.0%Unchanged–
Q2 201890$6.14K<0.1%00.0%Unchanged–
Q1 201890$6.07K<0.1%+90New–
Q4 20170$00.0%−27−100.0%Sold out–
Q3 201727$2.08K<0.1%00.0%Unchanged–
Q2 201727$2.07K<0.1%00.0%Unchanged–
Q1 201727$2.09K<0.1%−12−30.8%Reduced–
Q4 201639$2.99K<0.1%00.0%Unchanged–
Q3 201639$2.90K<0.1%00.0%Unchanged–
Q2 201639$3.04K<0.1%00.0%Unchanged–
Q1 201639$2.93K<0.1%00.0%Unchanged–
Q4 201539$2.64K<0.1%00.0%Unchanged–
Q3 201539$2.75K<0.1%00.0%Unchanged–
Q2 201539$2.61K<0.1%00.0%Unchanged–
Q1 201539$2.76K<0.1%+27+225.0%Added–
Q4 201412$923<0.1%00.0%Unchanged–
Q3 201412$829<0.1%+12New–
Q1 20140$00.0%−12−100.0%Sold out–
Q4 201312$923<0.1%–––

Livermore's 13F data starts with Q4 2013, so Q4 2013 has no change from the previous quarter.