Cornerstone Wealth Group, LLC

SEC CIK: 0001774879
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

D holding history

Dominion Energy, Inc in every 13F filed by Cornerstone Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

D overview All 13F holders of D Full Q2 2026 holdings

Shares (Q2 2026): 16,549
Value: $1.13M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of D by Cornerstone Wealth Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	16,549	$1.13M	0.1%	+618+3.9%	Added	Holders
Q1 2026	15,931	$973.2K	0.1%	−910−5.4%	Reduced	Holders
Q4 2025	16,841	$986.7K	0.1%	+73+0.4%	Added	Holders
Q3 2025	16,768	$1.03M	0.1%	+139+0.8%	Added	Holders
Q2 2025	16,629	$939.9K	0.1%	−1,600−8.8%	Reduced	Holders
Q1 2025	18,229	$1.02M	0.1%	+202+1.1%	Added	Holders
Q4 2024	18,027	$971.0K	0.1%	+572+3.3%	Added	Holders
Q3 2024	17,455	$1.01M	0.1%	+847+5.1%	Added	Holders
Q2 2024	16,608	$813.8K	0.1%	+169+1.0%	Added	Holders
Q1 2024	16,439	$808.6K	0.1%	+2,902+21.4%	Added	Holders
Q4 2023	13,537	$636.2K	0.1%	−106,550−88.7%	Reduced	Holders
Q3 2023	120,087	$5.36M	1.0%	−71,418−37.3%	Reduced	Holders
Q2 2023	191,505	$9.92M	1.8%	+178,106+1,329.2%	Added	Holders
Q1 2023	13,399	$749.1K	0.1%	−174−1.3%	Reduced	Holders
Q4 2022	13,573	$832.3K	0.2%	−238−1.7%	Reduced	Holders
Q3 2022	13,811	$954.0K	0.2%	+135+1.0%	Added	Holders
Q2 2022	13,676	$1.09M	0.2%	−3,179−18.9%	Reduced	Holders
Q1 2022	16,855	$1.43M	0.3%	−375−2.2%	Reduced	Holders
Q4 2021	17,230	$1.35M	0.2%	−228−1.3%	Reduced	Holders
Q3 2021	17,458	$1.27M	0.2%	+21+0.1%	Added	Holders
Q2 2021	17,437	$1.32M	0.3%	−14−0.1%	Reduced	Holders
Q1 2021	17,451	$1.40M	0.3%	–	–	Holders

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