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Centurion Wealth Management LLC

SEC CIK
0001951368
Latest filing
Jul 9, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Centurion 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)
5,258
Value
$359.1K
% of portfolio
0.1%
Quarters held
14
Since Q4 2022
Holdings of D by Centurion Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,258$359.1K0.1%−1,423−21.3%ReducedHolders
Q1 20266,681$413.0K0.1%−129−1.9%ReducedHolders
Q4 20256,810$399.0K0.1%−29−0.4%ReducedHolders
Q3 20256,839$418.3K0.1%+335+5.2%AddedHolders
Q2 20256,504$367.6K0.1%+71+1.1%AddedHolders
Q1 20256,433$346.5K0.1%00.0%UnchangedHolders
Q4 20246,433$346.5K0.1%−1,555−19.5%ReducedHolders
Q3 20247,988$461.6K0.1%–No prior filingHolders
Q2 2024––––Not filedHolders
Q1 20249,839$484.0K0.2%+390+4.1%AddedHolders
Q4 20239,449$444.1K0.2%+61+0.6%AddedHolders
Q3 20239,388$419.4K0.2%−218−2.3%ReducedHolders
Q2 20239,606$497.5K0.2%+153+1.6%AddedHolders
Q1 20239,453$528.5K0.3%+281+3.1%AddedHolders
Q4 20229,172$562.4K0.3%–No prior filingHolders