Ownership history in Evercore Wealth Management, LLC · 62 quarters on record
This page tracks every 13F SEC filing in which Evercore Wealth Management, LLC reported a position in DOMINION RES INC VA NEW COM (D). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 3,294 | -468 | -12.4% | 0.00% | $201K | $59.85 |
| 2025 Q1 | UNCHANGED | 3,762 | — | 0% | 0.00% | $211K | $53.59 |
| 2024 Q4 | REDUCED | 3,762 | -1,401 | -27.1% | 0.00% | $203K | $50.87 |
| 2024 Q3 | REDUCED | 5,163 | -449 | -8.0% | 0.00% | $298K | $53.97 |
| 2024 Q2 | UNCHANGED | 5,612 | — | 0% | 0.00% | $275K | $45.21 |
| 2024 Q1 | REDUCED | 5,612 | -2,180 | -28.0% | 0.00% | $276K | $44.82 |
| 2023 Q4 | REDUCED | 7,792 | -2,936 | -27.4% | 0.01% | $366K | $42.24 |
| 2023 Q3 | REDUCED | 10,728 | -3,228 | -23.1% | 0.01% | $479K | $39.57 |
| 2023 Q2 | REDUCED | 13,956 | -2,732 | -16.4% | 0.01% | $723K | $45.26 |
| 2023 Q1 | REDUCED | 16,688 | -2,005 | -10.7% | 0.02% | $933K | $48.21 |
As of 2025 Q4 — sorted by position size