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Livermore
Livermore
ZHEN

Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Avion Wealth, 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 2026)
335
Value
$22.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of D by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026335$22.0K<0.1%+42+14.3%AddedHolders
Q1 2026293$18.0K<0.1%+32+12.3%AddedHolders
Q4 2025261$15.0K<0.1%−9−3.3%ReducedHolders
Q3 2025270$16.0K<0.1%+8+3.1%AddedHolders
Q2 2025262$14.0K<0.1%+49+23.0%AddedHolders
Q1 2025213$11.0K<0.1%00.0%UnchangedHolders
Q4 2024213$11.0K<0.1%−3−1.4%ReducedHolders
Q3 2024216$12.0K<0.1%+8+3.8%AddedHolders
Q2 2024208$10.0K<0.1%+30+16.9%AddedHolders
Q1 2024178$9.00K<0.1%+42+30.9%AddedHolders
Q4 2023136$6.00K<0.1%−19−12.3%ReducedHolders
Q3 2023155$6.00K<0.1%+11+7.6%AddedHolders
Q2 2023144$7.00K<0.1%+28+24.1%AddedHolders
Q1 2023116$7.00K<0.1%+16+16.0%AddedHolders
Q4 2022100$6.00K<0.1%00.0%UnchangedHolders
Q3 2022100$7.00K<0.1%00.0%UnchangedHolders
Q2 2022100$8.00K<0.1%00.0%UnchangedHolders
Q1 2022100$8.00K<0.1%00.0%UnchangedHolders
Q4 2021100$8.00K<0.1%−100−50.0%ReducedHolders
Q3 2021200$15.0K<0.1%00.0%UnchangedHolders
Q2 2021200$15.0K<0.1%+100+100.0%AddedHolders
Q1 2021100$8.00K<0.1%––Holders

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