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First Foundation Advisors

SEC CIK
0001086763
Latest filing
Aug 14, 2026

D holding history

Dominion Energy, Inc in every 13F filed by First Foundation Advisors, 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 (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of D by First Foundation Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−2,258−100.0%Sold outHolders
Q2 20242,258$110.6K<0.1%+40+1.8%AddedHolders
Q1 20242,218$109.1K<0.1%−79−3.4%ReducedHolders
Q4 20232,297$108.0K<0.1%−6,968−75.2%ReducedHolders
Q3 20239,265$413.9K<0.1%−27−0.3%ReducedHolders
Q2 20239,292$481.2K<0.1%+143+1.6%AddedHolders
Q1 20239,149$511.5K<0.1%+312+3.5%AddedHolders
Q4 20228,837$541.9K<0.1%−10−0.1%ReducedHolders
Q3 20228,847$611.0K<0.1%+12+0.1%AddedHolders
Q2 20228,835$705.0K<0.1%−795−8.3%ReducedHolders
Q1 20229,630$818.0K<0.1%+2,658+38.1%AddedHolders
Q4 20216,972$548.0K<0.1%−52−0.7%ReducedHolders
Q3 20217,024$513.0K<0.1%−1,068−13.2%ReducedHolders
Q2 20218,092$595.0K<0.1%+1,104+15.8%AddedHolders
Q1 20216,988$531.0K<0.1%––Holders

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