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Livermore
Livermore
ZHEN

Principle Wealth Partners LLC

SEC CIK
0001743413
Latest filing
Aug 7, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Principle Wealth Partners 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)
61,443
Value
$4.20M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of D by Principle Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202661,443$4.20M0.2%−1,025−1.6%ReducedHolders
Q1 202662,468$3.86M0.2%+2,755+4.6%AddedHolders
Q4 202559,713$3.50M0.2%+1,050+1.8%AddedHolders
Q3 202558,663$3.59M0.2%+2,294+4.1%AddedHolders
Q2 202556,369$3.19M0.2%−5,165−8.4%ReducedHolders
Q1 202561,534$3.45M0.2%+20,839+51.2%AddedHolders
Q4 202440,695$2.19M0.2%+29,638+268.0%AddedHolders
Q3 202411,057$639.0K<0.1%−179−1.6%ReducedHolders
Q2 202411,236$550.6K<0.1%+20.0%AddedHolders
Q1 202411,234$552.6K<0.1%+4,854+76.1%AddedHolders
Q4 20236,380$299.9K<0.1%+30.0%AddedHolders
Q3 20236,377$284.9K<0.1%00.0%UnchangedHolders
Q2 20236,377$330.3K<0.1%−71−1.1%ReducedHolders
Q1 20236,448$360.5K<0.1%00.0%UnchangedHolders
Q4 20226,448$395.4K<0.1%00.0%UnchangedHolders
Q3 20226,448$446.0K0.1%−100−1.5%ReducedHolders
Q2 20226,548$523.0K0.1%00.0%UnchangedHolders
Q1 20226,548$556.0K0.1%00.0%UnchangedHolders
Q4 20216,548$514.0K0.1%00.0%UnchangedHolders
Q3 20216,548$478.0K0.1%00.0%UnchangedHolders
Q2 20216,548$482.0K0.1%00.0%UnchangedHolders
Q1 20216,548$497.0K0.1%––Holders

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