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Sound View Wealth Advisors Group, LLC

SEC CIK
0001784777
Latest filing
Aug 11, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Sound View Wealth Advisors Group, 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of D by Sound View Wealth Advisors Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−3,672−100.0%Sold outHolders
Q1 20253,672$205.9K<0.1%−695−15.9%ReducedHolders
Q4 20244,367$235.2K<0.1%−552−11.2%ReducedHolders
Q3 20244,919$284.3K<0.1%+79+1.6%AddedHolders
Q2 20244,840$237.2K<0.1%−10−0.2%ReducedHolders
Q1 20244,850$238.6K<0.1%−925−16.0%ReducedHolders
Q4 20235,775$271.4K<0.1%+631+12.3%AddedHolders
Q3 20235,144$229.8K<0.1%+88+1.7%AddedHolders
Q2 20235,056$261.9K<0.1%−144−2.8%ReducedHolders
Q1 20235,200$290.7K<0.1%−575−10.0%ReducedHolders
Q4 20225,775$271.4K<0.1%+1,359+30.8%AddedHolders
Q3 20224,416$305.0K0.1%+8+0.2%AddedHolders
Q2 20224,408$352.0K0.1%−304−6.5%ReducedHolders
Q1 20224,712$400.0K0.1%+61+1.3%AddedHolders
Q4 20214,651$365.0K0.1%+682+17.2%AddedHolders
Q3 20213,969$290.0K0.1%−52−1.3%ReducedHolders
Q2 20214,021$296.0K0.1%−14−0.3%ReducedHolders
Q1 20214,035$306.0K0.1%––Holders

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