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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Creative Planning, 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)
490,357
Value
$33.5M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of D by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026490,357$33.5M<0.1%+42,029+9.4%AddedHolders
Q1 2026448,328$27.7M<0.1%+20,303+4.7%AddedHolders
Q4 2025428,025$25.1M<0.1%+13,728+3.3%AddedHolders
Q3 2025414,297$25.3M<0.1%+128,882+45.2%AddedHolders
Q2 2025285,415$16.1M<0.1%+8,580+3.1%AddedHolders
Q1 2025276,835$15.5M<0.1%+9,754+3.7%AddedHolders
Q4 2024267,081$14.4M<0.1%+26,102+10.8%AddedHolders
Q3 2024240,979$13.9M<0.1%+4,922+2.1%AddedHolders
Q2 2024236,057$11.6M<0.1%+2,606+1.1%AddedHolders
Q1 2024233,451$11.5M<0.1%+37,037+18.9%AddedHolders
Q4 2023196,414$9.23M<0.1%−44,410−18.4%ReducedHolders
Q3 2023240,824$10.8M<0.1%+56,909+30.9%AddedHolders
Q2 2023183,915$9.53M<0.1%−4,906−2.6%ReducedHolders
Q1 2023188,821$10.6M<0.1%+140+0.1%AddedHolders
Q4 2022188,681$11.6M<0.1%+8,737+4.9%AddedHolders
Q3 2022179,944$12.4M<0.1%+10,465+6.2%AddedHolders
Q2 2022169,479$13.5M<0.1%−904−0.5%ReducedHolders
Q1 2022170,383$14.5M<0.1%+32,702+23.8%AddedHolders
Q4 2021137,681$10.8M<0.1%−40.0%ReducedHolders
Q3 2021137,685$10.1M<0.1%−36,583−21.0%ReducedHolders
Q2 2021174,268$12.8M<0.1%+68,146+64.2%AddedHolders
Q1 2021106,122$8.06M<0.1%––Holders

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