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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Wealthspire Advisors, 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)
16,470
Value
$1.12M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of D by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,470$1.12M<0.1%−982−5.6%ReducedHolders
Q1 202617,452$1.08M<0.1%+5,950+51.7%AddedHolders
Q4 202511,502$673.9K<0.1%−107−0.9%ReducedHolders
Q3 202511,609$710.1K<0.1%+1,749+17.7%AddedHolders
Q2 20259,860$557.3K<0.1%−3,170−24.3%ReducedHolders
Q1 202513,030$730.6K<0.1%−354−2.6%ReducedHolders
Q4 202413,384$720.9K<0.1%−1,649−11.0%ReducedHolders
Q3 202415,033$868.8K<0.1%+7,072+88.8%AddedHolders
Q2 20247,961$390.1K<0.1%+497+6.7%AddedHolders
Q1 20247,464$367.1K<0.1%−1,160−13.5%ReducedHolders
Q4 20238,624$405.3K<0.1%−6,238−42.0%ReducedHolders
Q3 202314,862$663.9K<0.1%+906+6.5%AddedHolders
Q2 202313,956$722.8K<0.1%−1,205−7.9%ReducedHolders
Q1 202315,161$847.7K<0.1%+417+2.8%AddedHolders
Q4 202214,744$904.1K<0.1%+775+5.5%AddedHolders
Q3 202213,969$965.0K<0.1%+4,043+40.7%AddedHolders
Q2 20229,926$792.0K<0.1%+700+7.6%AddedHolders
Q1 20229,226$784.0K<0.1%−5,954−39.2%ReducedHolders
Q4 202115,180$1.19M<0.1%+3,374+28.6%AddedHolders
Q3 202111,806$862.0K<0.1%+2,305+24.3%AddedHolders
Q2 20219,501$699.0K<0.1%−16,043−62.8%ReducedHolders
Q1 202125,544$1.94M<0.1%––Holders

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