Skip to main content

CM Wealth Advisors LLC

SEC CIK
0001764581
Latest filing
Aug 10, 2026

D holding history

Dominion Energy, Inc in every 13F filed by CM Wealth 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 (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q1 2023
Holdings of D by CM Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−4,199−100.0%Sold outHolders
Q1 20244,199$218.9K0.1%+4,199NewHolders
Q2 20230$00.0%−12,059−100.0%Sold outHolders
Q1 202312,059$677.0K0.1%+12,059NewHolders