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Greystone Financial Group, LLC

SEC CIK
0001845302
Latest filing
Jul 28, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Greystone Financial 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
3
Since Q3 2024
Holdings of D by Greystone Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−119,656−100.0%Sold outHolders
Q1 2025119,656$6.71M1.2%+4,711+4.1%AddedHolders
Q4 2024114,945$6.19M1.1%+5,932+5.4%AddedHolders
Q3 2024109,013$6.30M1.1%+109,013NewHolders