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Livermore
Livermore
ZHEN

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Bogart Wealth, 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)
143,813
Value
$9.82M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of D by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026143,813$9.82M0.3%+5,657+4.1%AddedHolders
Q1 2026138,156$8.54M0.3%+3,924+2.9%AddedHolders
Q4 2025134,232$7.86M0.3%−335−0.2%ReducedHolders
Q3 2025134,567$8.23M0.3%−1,864−1.4%ReducedHolders
Q2 2025136,431$7.71M0.3%+132,580+3,442.7%AddedHolders
Q1 20253,851$215.9K<0.1%−7−0.2%ReducedHolders
Q4 20243,858$207.8K<0.1%−689−15.2%ReducedHolders
Q3 20244,547$262.8K<0.1%−302−6.2%ReducedHolders
Q2 20244,849$237.6K<0.1%−282−5.5%ReducedHolders
Q1 20245,131$252.4K<0.1%−1,819−26.2%ReducedHolders
Q4 20236,950$326.6K<0.1%+60+0.9%AddedHolders
Q3 20236,890$307.8K<0.1%−132,564−95.1%ReducedHolders
Q2 2023139,454$7.22M0.5%+862+0.6%AddedHolders
Q1 2023138,592$7.75M0.5%+11,334+8.9%AddedHolders
Q4 2022127,258$7.80M0.5%+3,726+3.0%AddedHolders
Q3 2022123,532$8.54M0.7%+15,751+14.6%AddedHolders
Q2 2022107,781$8.60M0.8%+14,292+15.3%AddedHolders
Q1 202293,489$7.94M0.7%+11,001+13.3%AddedHolders
Q4 202182,488$6.48M0.6%+5,573+7.2%AddedHolders
Q3 202176,915$5.62M0.6%+8,205+11.9%AddedHolders
Q2 202168,710$5.05M0.6%+9,508+16.1%AddedHolders
Q1 202159,202$4.50M0.6%––Holders

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