Skip to main content

Sharp Financial Services, LLC

SEC CIK
0001733194
Latest filing
Jul 24, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Sharp Financial Services, 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)
9,516
Value
$649.9K
% of portfolio
0.3%
Quarters held
9
Since Q2 2024
Holdings of D by Sharp Financial Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,516$649.9K0.3%−1,000−9.5%ReducedHolders
Q1 202610,516$650.1K0.3%+4,691+80.5%AddedHolders
Q4 20255,825$341.3K0.2%+1,771+43.7%AddedHolders
Q3 20254,054$248.0K0.1%−6,525−61.7%ReducedHolders
Q2 202510,579$597.9K0.4%−575−5.2%ReducedHolders
Q1 202511,154$625.4K0.5%+604+5.7%AddedHolders
Q4 202410,550$568.2K0.4%+2,450+30.2%AddedHolders
Q3 20248,100$468.1K0.4%−450−5.3%ReducedHolders
Q2 20248,550$418.9K0.4%+8,550NewHolders