CIC Wealth, LLC
- SEC CIK
- 0001965909
- Latest filing
- Nov 8, 2024
D holding history
Dominion Energy, Inc in every 13F filed by CIC Wealth, 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 Q3 2024 holdings
- Shares (Q3 2024)
- 3,471
- Value
- $200.6K
- % of portfolio
- 0.1%
- Quarters held
- 5
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 3,471 | $200.6K | 0.1% | +3,471 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −5,069−100.0% | Sold out | Holders |
| Q3 2023 | 5,069 | $226.4K | 0.1% | −175−3.3% | Reduced | Holders |
| Q2 2023 | 5,244 | $271.6K | 0.1% | −43−0.8% | Reduced | Holders |
| Q1 2023 | 5,287 | $295.6K | 0.1% | −9−0.2% | Reduced | Holders |
| Q4 2022 | 5,296 | $324.8K | 0.1% | – | No prior filing | Holders |