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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

D holding history

Dominion Energy, Inc in every 13F filed by TD Private Client Wealth 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)
2,066
Value
$141.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of D by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,066$141.1K<0.1%−21,604−91.3%ReducedHolders
Q1 202623,670$1.46M<0.1%+652+2.8%AddedHolders
Q4 202523,018$1.35M<0.1%+784+3.5%AddedHolders
Q3 202522,234$1.36M<0.1%+7,588+51.8%AddedHolders
Q2 202514,646$827.8K<0.1%+6,136+72.1%AddedHolders
Q1 20258,510$477.2K<0.1%+352+4.3%AddedHolders
Q4 20248,158$439.4K<0.1%−23,034−73.8%ReducedHolders
Q3 202431,192$1.80M0.1%−20,000−39.1%ReducedHolders
Q2 202451,192$2.51M0.1%−5,512−9.7%ReducedHolders
Q1 202456,704$2.79M0.1%−8,711−13.3%ReducedHolders
Q4 202365,415$3.07M0.1%−15,145−18.8%ReducedHolders
Q3 202380,560$3.60M0.2%−5,943−6.9%ReducedHolders
Q2 202386,503$4.48M0.2%+7,485+9.5%AddedHolders
Q1 202379,018$4.42M0.2%+7,185+10.0%AddedHolders
Q4 202271,833$4.40M0.2%−11,251−13.5%ReducedHolders
Q3 202283,084$5.74M0.3%+8,493+11.4%AddedHolders
Q2 202274,591$5.95M0.3%−497−0.7%ReducedHolders
Q1 202275,088$6.38M0.3%+9,499+14.5%AddedHolders
Q4 202165,589$5.15M0.2%−4,971−7.0%ReducedHolders
Q3 202170,560$5.15M0.2%+10,759+18.0%AddedHolders
Q2 202159,801$4.40M0.2%−19,382−24.5%ReducedHolders
Q1 202179,183$6.01M0.3%––Holders

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