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Livermore
Livermore
ZHEN

Jeppson Wealth Management, LLC

SEC CIK
0001831263
Latest filing
Aug 4, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Jeppson Wealth Management, 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 2026)
15,034
Value
$1.03M
% of portfolio
0.3%
Quarters held
20
Since Q1 2021
Holdings of D by Jeppson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,034$1.03M0.3%−70−0.5%ReducedHolders
Q1 202615,104$933.7K0.3%−10−0.1%ReducedHolders
Q4 202515,114$885.5K0.3%00.0%UnchangedHolders
Q3 202515,114$924.5K0.3%−300−1.9%ReducedHolders
Q2 202515,414$871.2K0.3%+700+4.8%AddedHolders
Q1 202514,714$825.0K0.3%+1,888+14.7%AddedHolders
Q4 202412,826$690.8K0.3%+359+2.9%AddedHolders
Q3 202412,467$720.5K0.3%−10−0.1%ReducedHolders
Q2 202412,477$611.4K0.2%+1,028+9.0%AddedHolders
Q1 202411,449$563.2K0.2%+5,717+99.7%AddedHolders
Q4 20235,732$269.4K0.1%+5,732NewHolders
Q3 20230$00.0%−6,136−100.0%Sold outHolders
Q2 20236,136$317.8K0.1%+6,136NewHolders
Q1 20230$00.0%−8,457−100.0%Sold outHolders
Q4 20228,457$518.6K0.2%−11,173−56.9%ReducedHolders
Q3 202219,630$1.36M0.6%+410+2.1%AddedHolders
Q2 202219,220$1.53M0.7%+351+1.9%AddedHolders
Q1 202218,869$1.60M0.7%−147−0.8%ReducedHolders
Q4 202119,016$1.49M0.7%+554+3.0%AddedHolders
Q3 202118,462$1.35M0.7%+1,662+9.9%AddedHolders
Q2 202116,800$1.24M0.7%+78+0.5%AddedHolders
Q1 202116,722$1.27M0.8%––Holders

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