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Cornerstone Advisory, LLC

SEC CIK
0001668189
Latest filing
Jul 29, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Cornerstone Advisory, 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)
6,840
Value
$467.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of D by Cornerstone Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,840$467.1K<0.1%+163+2.4%AddedHolders
Q1 20266,677$412.8K<0.1%+105+1.6%AddedHolders
Q4 20256,572$385.0K<0.1%−428−6.1%ReducedHolders
Q3 20257,000$428.2K<0.1%+85+1.2%AddedHolders
Q2 20256,915$390.9K<0.1%−461−6.3%ReducedHolders
Q1 20257,376$403.3K<0.1%+297+4.2%AddedHolders
Q4 20247,079$393.5K<0.1%−394−5.3%ReducedHolders
Q3 20247,473$431.9K0.1%+71+1.0%AddedHolders
Q2 20247,402$362.7K0.1%−211−2.8%ReducedHolders
Q1 20247,613$374.5K0.1%+145+1.9%AddedHolders
Q4 20237,468$351.0K0.1%−4,068−35.3%ReducedHolders
Q3 202311,536$515.3K0.1%−1,165−9.2%ReducedHolders
Q2 202312,701$657.8K0.1%−40−0.3%ReducedHolders
Q1 202312,741$712.3K0.1%−300−2.3%ReducedHolders
Q4 202213,041$799.7K0.2%+271+2.1%AddedHolders
Q3 202212,770$883.0K0.2%+100+0.8%AddedHolders
Q2 202212,670$1.01M0.2%−5,774−31.3%ReducedHolders
Q1 202218,444$1.57M0.2%+6,296+51.8%AddedHolders
Q4 202112,148$954.0K0.1%−398−3.2%ReducedHolders
Q3 202112,546$916.0K0.2%−92−0.7%ReducedHolders
Q2 202112,638$930.0K0.2%+710+6.0%AddedHolders
Q1 202111,928$906.0K0.2%––Holders

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