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Callahan Advisors, LLC

SEC CIK
0001395055
Latest filing
Aug 3, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Callahan 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)
51,706
Value
$3.53M
% of portfolio
0.3%
Quarters held
12
Since Q1 2021
Holdings of D by Callahan Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202651,706$3.53M0.3%+10,337+25.0%AddedHolders
Q1 202641,369$2.56M0.2%+13,094+46.3%AddedHolders
Q4 202528,275$1.66M0.1%+28,275NewHolders
Q2 20230$00.0%−11,184−100.0%Sold outHolders
Q1 202311,184$625.3K0.1%−22,730−67.0%ReducedHolders
Q4 202233,914$2.08M0.3%−66,428−66.2%ReducedHolders
Q3 2022100,342$6.93M1.0%+1,152+1.2%AddedHolders
Q2 202299,190$7.92M1.1%+676+0.7%AddedHolders
Q1 202298,514$8.37M1.0%+2,929+3.1%AddedHolders
Q4 202195,585$7.51M0.8%−2,937−3.0%ReducedHolders
Q3 202198,522$7.19M0.9%+5,301+5.7%AddedHolders
Q2 202193,221$6.86M0.9%+2,412+2.7%AddedHolders
Q1 202190,809$6.90M0.9%––Holders

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