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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Clearstead Advisors, 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)
36,707
Value
$2.51M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of D by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202636,707$2.51M<0.1%+3,446+10.4%AddedHolders
Q1 202633,261$2.06M<0.1%−8,019−19.4%ReducedHolders
Q4 202541,280$2.42M<0.1%+622+1.5%AddedHolders
Q3 202540,658$2.49M<0.1%+80.0%AddedHolders
Q2 202540,650$2.30M<0.1%+4,692+13.0%AddedHolders
Q1 202535,958$2.02M<0.1%+722+2.0%AddedHolders
Q4 202435,236$1.90M<0.1%−597−1.7%ReducedHolders
Q3 202435,833$2.07M<0.1%+335+0.9%AddedHolders
Q2 202435,498$1.74M<0.1%+29,934+538.0%AddedHolders
Q1 20245,564$295.1K<0.1%+1,814+48.4%AddedHolders
Q4 20233,750$176.3K<0.1%+291+8.4%AddedHolders
Q3 20233,459$154.5K<0.1%+48+1.4%AddedHolders
Q2 20233,411$176.7K<0.1%+39+1.2%AddedHolders
Q1 20233,372$188.5K<0.1%+134+4.1%AddedHolders
Q4 20223,238$198.6K<0.1%−1,681−34.2%ReducedHolders
Q3 20224,919$340.0K<0.1%−2,052−29.4%ReducedHolders
Q2 20226,971$556.0K<0.1%+8+0.1%AddedHolders
Q1 20226,963$592.0K<0.1%+394+6.0%AddedHolders
Q4 20216,569$516.0K<0.1%−7−0.1%ReducedHolders
Q3 20216,576$480.0K<0.1%+69+1.1%AddedHolders
Q2 20216,507$479.0K<0.1%+254+4.1%AddedHolders
Q1 20216,253$475.0K<0.1%––Holders

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