Skip to main content

C2C Wealth Management, LLC

SEC CIK
0001868903
Latest filing
Jul 9, 2026

D holding history

Dominion Energy, Inc in every 13F filed by C2C 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 (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2021
Holdings of D by C2C Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−3,968−100.0%Sold outHolders
Q2 20233,968$204.6K<0.1%00.0%UnchangedHolders
Q1 20233,968$229.7K<0.1%00.0%UnchangedHolders
Q4 20223,968$247.6K<0.1%00.0%UnchangedHolders
Q3 20223,968$284.0K0.1%00.0%UnchangedHolders
Q2 20223,968$309.0K0.1%00.0%UnchangedHolders
Q1 20223,968$348.0K0.1%00.0%UnchangedHolders
Q4 20213,968$312.0K<0.1%–No prior filingHolders