Ownership history in Widmann Financial Services, Inc. · 10 quarters on record
This page tracks every 13F SEC filing in which Widmann Financial Services, Inc. reported a position in Dominion Energy Inc (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 | 3,591 | -100 | -2.7% | 0.14% | $220K | $59.85 |
| 2025 Q2 | UNCHANGED | 3,691 | — | 0% | 0.15% | $209K | $54.67 |
| 2025 Q1 | UNCHANGED | 3,691 | — | 0% | 0.16% | $207K | $53.59 |
| 2024 Q3 | REDUCED | 3,691 | -89 | -2.4% | 0.16% | $213K | $53.97 |
| 2024 Q2 | ADDED | 3,780 | +398 | +11.8% | 0.15% | $185K | $45.21 |
| 2022 Q4 | REDUCED | 3,382 | -7,689 | -69.5% | 0.22% | $207K | $52.23 |
| 2022 Q3 | REDUCED | 11,071 | -292 | -2.6% | 0.85% | $765K | $58.22 |
| 2022 Q2 | REDUCED | 11,363 | -100 | -0.9% | 0.94% | $906K | $66.68 |
| 2022 Q1 | ADDED | 11,463 | +7,889 | +220.7% | 0.86% | $974K | $70.43 |
| 2021 Q4 | INITIATED | 3,574 | — | — | 0.23% | $280K | $64.57 |
As of 2025 Q4 — sorted by position size