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Livermore
Livermore
ZHEN

BKD Wealth Advisors, LLC

SEC CIK
0001352864
Latest filing
Aug 10, 2026

D holding history

Dominion Energy, Inc in every 13F filed by BKD Wealth 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)
7,358
Value
$502.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of D by BKD Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,358$502.5K<0.1%+6+0.1%AddedHolders
Q1 20267,352$454.5K<0.1%−96−1.3%ReducedHolders
Q4 20257,448$436.4K<0.1%−421−5.4%ReducedHolders
Q3 20257,869$481.3K<0.1%+65+0.8%AddedHolders
Q2 20257,804$441.1K<0.1%+28+0.4%AddedHolders
Q1 20257,776$436.0K<0.1%−384−4.7%ReducedHolders
Q4 20248,160$439.5K<0.1%−1,460−15.2%ReducedHolders
Q3 20249,620$556.0K<0.1%+1,385+16.8%AddedHolders
Q2 20248,235$403.5K<0.1%+512+6.6%AddedHolders
Q1 20247,723$379.9K<0.1%−138−1.8%ReducedHolders
Q4 20237,861$369.4K<0.1%−4,076−34.1%ReducedHolders
Q3 202311,937$533.2K<0.1%−2,788−18.9%ReducedHolders
Q2 202314,725$762.6K<0.1%−2,380−13.9%ReducedHolders
Q1 202317,105$956.4K<0.1%−87−0.5%ReducedHolders
Q4 202217,192$1.05M<0.1%+157+0.9%AddedHolders
Q3 202217,035$1.18M<0.1%−983−5.5%ReducedHolders
Q2 202218,018$1.44M0.1%+13,757+322.9%AddedHolders
Q1 20224,261$362.0K<0.1%−40−0.9%ReducedHolders
Q4 20214,301$338.0K<0.1%+559+14.9%AddedHolders
Q3 20213,742$273.0K<0.1%−14−0.4%ReducedHolders
Q2 20213,756$276.0K<0.1%−377−9.1%ReducedHolders
Q1 20214,133$314.0K<0.1%––Holders

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