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Bruderman Asset Management, LLC

SEC CIK
0001633673
Latest filing
Aug 15, 2022

D holding history

Dominion Energy, Inc in every 13F filed by Bruderman Asset 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 2022 holdings

Shares (Q2 2022)
11,771
Value
$939.0K
% of portfolio
1.7%
Quarters held
6
Since Q1 2021
Holdings of D by Bruderman Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202211,771$939.0K1.7%+18+0.2%AddedHolders
Q1 202211,753$1.00M1.5%−8,473−41.9%ReducedHolders
Q4 202120,226$1.59M1.2%−47,591−70.2%ReducedHolders
Q3 202167,817$4.95M1.2%+718+1.1%AddedHolders
Q2 202167,099$4.94M1.5%+1,211+1.8%AddedHolders
Q1 202165,888$5.00M1.4%––Holders

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