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Covenant Asset Management, LLC

SEC CIK
0001697717
Latest filing
Jul 20, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Covenant 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 2026 holdings

Shares (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2021
Holdings of D by Covenant Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−2,659−100.0%Sold outHolders
Q2 20222,659$212.0K0.1%00.0%UnchangedHolders
Q1 20222,659$226.0K0.1%00.0%UnchangedHolders
Q4 20212,659$209.0K0.1%+2,659NewHolders
Q2 20210$00.0%−2,659−100.0%Sold outHolders
Q1 20212,659$202.0K0.1%––Holders

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