Skip to main content

Burney Co

SEC CIK
0000940445
Latest filing
Jul 14, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Burney Co, 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)
18,978
Value
$1.30M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of D by Burney Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,978$1.30M<0.1%−207−1.1%ReducedHolders
Q1 202619,185$1.19M<0.1%−3,587−15.8%ReducedHolders
Q4 202522,772$1.33M<0.1%+15,112+197.3%AddedHolders
Q3 20257,660$468.6K<0.1%−800−9.5%ReducedHolders
Q2 20258,460$478.2K<0.1%−196−2.3%ReducedHolders
Q1 20258,656$485.3K<0.1%00.0%UnchangedHolders
Q4 20248,656$466.2K<0.1%00.0%UnchangedHolders
Q3 20248,656$500.2K<0.1%−648−7.0%ReducedHolders
Q2 20249,304$455.9K<0.1%00.0%UnchangedHolders
Q1 20249,304$457.7K<0.1%−1,500−13.9%ReducedHolders
Q4 202310,804$507.8K<0.1%−941−8.0%ReducedHolders
Q3 202311,745$524.6K<0.1%+1,505+14.7%AddedHolders
Q2 202310,240$530.3K<0.1%−267−2.5%ReducedHolders
Q1 202310,507$587.4K<0.1%−45−0.4%ReducedHolders
Q4 202210,552$647.0K<0.1%−45−0.4%ReducedHolders
Q3 202210,597$732.0K<0.1%−198−1.8%ReducedHolders
Q2 202210,795$862.0K<0.1%−2,306−17.6%ReducedHolders
Q1 202213,101$1.11M0.1%−578−4.2%ReducedHolders
Q4 202113,679$1.07M<0.1%+1,425+11.6%AddedHolders
Q3 202112,254$895.0K<0.1%−152−1.2%ReducedHolders
Q2 202112,406$913.0K<0.1%+245+2.0%AddedHolders
Q1 202112,161$924.0K<0.1%––Holders

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