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Addison Advisors LLC

SEC CIK
0001843745
Latest filing
Aug 10, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Addison Advisors 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)
814
Value
$55.6K
% of portfolio
<0.1%
Quarters held
21
Since Q2 2021
Holdings of D by Addison Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026814$55.6K<0.1%−346−29.8%ReducedHolders
Q1 20261,160$71.7K<0.1%00.0%UnchangedHolders
Q4 20251,160$68.0K<0.1%00.0%UnchangedHolders
Q3 20251,160$71.0K<0.1%00.0%UnchangedHolders
Q2 20251,160$65.6K<0.1%00.0%UnchangedHolders
Q1 20251,160$65.0K<0.1%−19−1.6%ReducedHolders
Q4 20241,179$63.5K<0.1%−31−2.6%ReducedHolders
Q3 20241,210$69.9K<0.1%+26+2.2%AddedHolders
Q2 20241,184$58.0K<0.1%−5−0.4%ReducedHolders
Q1 20241,189$58.5K<0.1%−25−2.1%ReducedHolders
Q4 20231,214$57.1K<0.1%−10−0.8%ReducedHolders
Q3 20231,224$54.7K<0.1%−30−2.4%ReducedHolders
Q2 20231,254$64.9K<0.1%00.0%UnchangedHolders
Q1 20231,254$70.1K<0.1%00.0%UnchangedHolders
Q4 20221,254$76.9K<0.1%−11−0.9%ReducedHolders
Q3 20221,265$87.0K0.1%00.0%UnchangedHolders
Q2 20221,265$101.0K0.1%+11+0.9%AddedHolders
Q1 20221,254$107.0K0.1%+20+1.6%AddedHolders
Q4 20211,234$97.0K0.1%+80+6.9%AddedHolders
Q3 20211,154$84.0K0.1%00.0%UnchangedHolders
Q2 20211,154$85.0K0.1%–No prior filingHolders