Marotta Asset Management
- SEC CIK
- 0001802091
- Latest filing
- Oct 2, 2026
D holding history
Dominion Energy, Inc in every 13F filed by Marotta Asset Management, 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 Q3 2026 holdings
- Shares (Q3 2026)
- 0
- Sold out in Q3 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 12
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2026 | 0 | $0 | 0.0% | −3,288−100.0% | Sold out | Holders |
| Q2 2026 | 3,288 | $222.9K | <0.1% | −9−0.3% | Reduced | Holders |
| Q1 2026 | 3,297 | $204.6K | <0.1% | +3,297 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −3,320−100.0% | Sold out | Holders |
| Q3 2025 | 3,320 | $202.2K | <0.1% | +3,320 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −4,398−100.0% | Sold out | Holders |
| Q2 2023 | 4,398 | $227.8K | 0.1% | – | No prior filing | Holders |
| Q1 2023 | – | – | – | – | Not filed | Holders |
| Q4 2022 | 4,773 | $292.7K | 0.1% | +339+7.6% | Added | Holders |
| Q3 2022 | 4,434 | $306.4K | 0.1% | −262−5.6% | Reduced | Holders |
| Q2 2022 | 4,696 | $381.5K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 4,696 | $399.0K | 0.1% | −479−9.3% | Reduced | Holders |
| Q4 2021 | 5,175 | $406.5K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 5,175 | $377.9K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 5,175 | $383.5K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2021 | 5,175 | $391.8K | 0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.