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Cobblestone Asset Management LLC

SEC CIK
0001994512
Latest filing
Jul 21, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Cobblestone Asset 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)
4,499
Value
$307.2K
% of portfolio
0.1%
Quarters held
12
Since Q3 2023
Holdings of D by Cobblestone Asset Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,499$307.2K0.1%−261−5.5%ReducedHolders
Q1 20264,760$294.3K0.1%−261−5.2%ReducedHolders
Q4 20255,021$294.2K0.1%−1,605−24.2%ReducedHolders
Q3 20256,626$405.3K0.2%+6+0.1%AddedHolders
Q2 20256,620$374.2K0.2%+206+3.2%AddedHolders
Q1 20256,414$359.6K0.2%+842+15.1%AddedHolders
Q4 20245,572$300.1K0.2%+8+0.1%AddedHolders
Q3 20245,564$321.6K0.2%+7+0.1%AddedHolders
Q2 20245,557$272.3K0.2%+10.0%AddedHolders
Q1 20245,556$273.3K0.2%+600+12.1%AddedHolders
Q4 20234,956$232.9K0.2%+35+0.7%AddedHolders
Q3 20234,921$219.8K0.2%–No prior filingHolders