My Legacy Advisors, LLC
- SEC CIK
- 0001767802
- Latest filing
- Jul 11, 2025
D holding history
Dominion Energy, Inc in every 13F filed by My Legacy 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 2025 holdings
- Shares (Q2 2025)
- 12,418
- Value
- $722.2K
- % of portfolio
- 0.3%
- Quarters held
- 14
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 12,418 | $722.2K | 0.3% | +320+2.6% | Added | Holders |
| Q1 2025 | 12,098 | $678.4K | 0.3% | −302−2.4% | Reduced | Holders |
| Q4 2024 | 12,400 | $665.2K | 0.3% | +276+2.3% | Added | Holders |
| Q3 2024 | 12,124 | $700.7K | 0.3% | −2,930−19.5% | Reduced | Holders |
| Q2 2024 | 15,054 | $737.6K | 0.2% | +277+1.9% | Added | Holders |
| Q1 2024 | 14,777 | $726.9K | 0.2% | +293+2.0% | Added | Holders |
| Q4 2023 | 14,484 | $682.4K | 0.2% | −1,693−10.5% | Reduced | Holders |
| Q3 2023 | 16,177 | $657.4K | 0.3% | +1,367+9.2% | Added | Holders |
| Q2 2023 | 14,810 | $785.5K | 0.3% | +885+6.4% | Added | Holders |
| Q1 2023 | 13,925 | $807.1K | 0.3% | +409+3.0% | Added | Holders |
| Q4 2022 | 13,516 | $814.3K | 0.3% | +2,232+19.8% | Added | Holders |
| Q3 2022 | 11,284 | $726.0K | 0.4% | +2,191+24.1% | Added | Holders |
| Q2 2022 | 9,093 | $725.0K | 0.4% | +1,276+16.3% | Added | Holders |
| Q1 2022 | 7,817 | $664.0K | 0.3% | – | No prior filing | Holders |