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Livermore
Livermore
ZHEN

Excalibur Management Corp

SEC CIK
0001009003
Latest filing
Aug 3, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Excalibur Management Corp, 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)
16,146
Value
$1.10M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of D by Excalibur Management Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,146$1.10M0.4%+116+0.7%AddedHolders
Q1 202616,030$991.0K0.4%+678+4.4%AddedHolders
Q4 202515,352$899.5K0.3%+978+6.8%AddedHolders
Q3 202514,374$879.3K0.3%+40.0%AddedHolders
Q2 202514,370$812.2K0.3%−282−1.9%ReducedHolders
Q1 202514,652$821.5K0.3%−212−1.4%ReducedHolders
Q4 202414,864$800.6K0.3%+20.0%AddedHolders
Q3 202414,862$858.9K0.3%−74−0.5%ReducedHolders
Q2 202414,936$731.9K0.3%+458+3.2%AddedHolders
Q1 202414,478$712.2K0.3%+1,508+11.6%AddedHolders
Q4 202312,970$609.6K0.3%+675+5.5%AddedHolders
Q3 202312,295$549.2K0.3%+1,931+18.6%AddedHolders
Q2 202310,364$536.8K0.3%+453+4.6%AddedHolders
Q1 20239,911$554.2K0.3%+185+1.9%AddedHolders
Q4 20229,726$596.4K0.3%−889−8.4%ReducedHolders
Q3 202210,615$734.0K0.4%−965−8.3%ReducedHolders
Q2 202211,580$924.0K0.5%−3,270−22.0%ReducedHolders
Q1 202214,850$1.26M0.5%−1,860−11.1%ReducedHolders
Q4 202116,710$1.31M0.5%+540+3.3%AddedHolders
Q3 202116,170$1.18M0.5%+312+2.0%AddedHolders
Q2 202115,858$1.17M0.5%00.0%UnchangedHolders
Q1 202115,858$1.21M0.6%––Holders

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