SEC 13F Intelligence

Greystone Financial Group, LLC / D

Greystone Financial Group, LLC’s Dominion Energy Inc Position

Does Greystone Financial Group, LLC own Dominion Energy Inc (D)? Not currently — the last reported position was 119.7K shares worth $7M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q1 2025
Shares
119.7K
% of Portfolio
+1.22%
Quarters Held
3
position exited

Position History D

Reported value by quarter
Q3 ’24: $6MQ3 ’24Q4 ’24: $6MQ4 ’24Q1 ’25: $7MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025119.7K$7M+1.22%
Q4 2024114.9K$6M+1.08%
Q3 2024109.0K$6M+1.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greystone Financial Group, LLC’s full portfolio or all institutional holders of D.