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Livermore
Livermore
ZHEN

CX Institutional

SEC CIK
0001737089
Latest filing
Jul 1, 2026

D holding history

Dominion Energy, Inc in every 13F filed by CX Institutional, 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)
8,094
Value
$553.0K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of D by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,094$553.0K<0.1%−1,525−15.9%ReducedHolders
Q1 20269,619$595.0K<0.1%+631+7.0%AddedHolders
Q4 20258,988$527.0K<0.1%−1,477−14.1%ReducedHolders
Q3 202510,465$640.0K<0.1%+4,586+78.0%AddedHolders
Q2 20255,879$332.0K<0.1%−65−1.1%ReducedHolders
Q1 20255,944$333.0K<0.1%+802+15.6%AddedHolders
Q4 20245,142$277.0K<0.1%+372+7.8%AddedHolders
Q3 20244,770$275.6K<0.1%+220+4.8%AddedHolders
Q2 20244,550$223.0K<0.1%+257+6.0%AddedHolders
Q1 20244,293$211.2K<0.1%+380+9.7%AddedHolders
Q4 20233,913$183.9K<0.1%−1,344−25.6%ReducedHolders
Q3 20235,257$234.8K<0.1%−7−0.1%ReducedHolders
Q2 20235,264$272.6K<0.1%+1,081+25.8%AddedHolders
Q1 20234,183$232.5K<0.1%−772−15.6%ReducedHolders
Q4 20224,955$303.8K<0.1%+4,955NewHolders
Q3 20220$00.0%−1,636−100.0%Sold outHolders
Q2 20221,636$131.0K<0.1%−1,503−47.9%ReducedHolders
Q1 20223,139$267.0K<0.1%+3,139NewHolders
Q4 20210$00.0%−2,826−100.0%Sold outHolders
Q3 20212,826$206.0K<0.1%+156+5.8%AddedHolders
Q2 20212,670$196.0K<0.1%+1,161+76.9%AddedHolders
Q1 20211,509$114.0K<0.1%––Holders

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