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Brandywine Oak Private Wealth LLC

SEC CIK
0001764694
Latest filing
Jul 16, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Brandywine Oak Private 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 (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of D by Brandywine Oak Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−3,898−100.0%Sold outHolders
Q4 20223,898$239.1K<0.1%−1,144−22.7%ReducedHolders
Q3 20225,042$348.0K<0.1%−2,074−29.1%ReducedHolders
Q2 20227,116$567.0K0.1%−950−11.8%ReducedHolders
Q1 20228,066$685.0K0.1%−2,550−24.0%ReducedHolders
Q4 202110,616$828.0K0.1%−7,138−40.2%ReducedHolders
Q3 202117,754$1.30M0.2%−1,721−8.8%ReducedHolders
Q2 202119,475$1.43M0.2%+15,286+364.9%AddedHolders
Q1 20214,189$318.0K<0.1%––Holders

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