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Livermore
Livermore
ZHEN

Welch & Forbes LLC

SEC CIK
0000105495
Latest filing
Jul 30, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Welch & Forbes 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)
3,870
Value
$264.3K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of D by Welch & Forbes LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,870$264.3K<0.1%00.0%UnchangedHolders
Q1 20263,870$239.2K<0.1%00.0%UnchangedHolders
Q4 20253,870$226.7K<0.1%00.0%UnchangedHolders
Q3 20253,870$236.7K<0.1%00.0%UnchangedHolders
Q2 20253,870$218.7K<0.1%00.0%UnchangedHolders
Q1 20253,870$217.0K<0.1%−100−2.5%ReducedHolders
Q4 20243,970$213.8K<0.1%00.0%UnchangedHolders
Q3 20243,970$229.4K<0.1%+3,970NewHolders
Q2 20240$00.0%−4,223−100.0%Sold outHolders
Q1 20244,223$207.7K<0.1%−50−1.2%ReducedHolders
Q4 20234,273$200.8K<0.1%−1,438−25.2%ReducedHolders
Q3 20235,711$255.1K<0.1%−416−6.8%ReducedHolders
Q2 20236,127$317.3K<0.1%−867−12.4%ReducedHolders
Q1 20236,994$391.0K<0.1%−355−4.8%ReducedHolders
Q4 20227,349$450.6K<0.1%−574−7.2%ReducedHolders
Q3 20227,923$547.0K<0.1%+406+5.4%AddedHolders
Q2 20227,517$599.0K<0.1%+144+2.0%AddedHolders
Q1 20227,373$626.0K<0.1%+2,200+42.5%AddedHolders
Q4 20215,173$407.0K<0.1%+48+0.9%AddedHolders
Q3 20215,125$374.0K<0.1%−433−7.8%ReducedHolders
Q2 20215,558$409.0K<0.1%+328+6.3%AddedHolders
Q1 20215,230$397.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.