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Crescent Grove Advisors, LLC

SEC CIK
0001713520
Latest filing
Aug 10, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Crescent Grove 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 (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q3 2021
Holdings of D by Crescent Grove Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−3,030−100.0%Sold outHolders
Q3 20223,030$209.0K<0.1%00.0%UnchangedHolders
Q2 20223,030$242.0K<0.1%−354−10.5%ReducedHolders
Q1 20223,384$288.0K<0.1%+267+8.6%AddedHolders
Q4 20213,117$245.0K<0.1%+87+2.9%AddedHolders
Q3 20213,030$221.0K<0.1%+3,030NewHolders