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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Heritage Wealth 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 (Q2 2026)
16,444
Value
$1.12M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of D by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,444$1.12M<0.1%+1,690+11.5%AddedHolders
Q1 202614,754$912.1K<0.1%+206+1.4%AddedHolders
Q4 202514,548$852.4K<0.1%+20+0.1%AddedHolders
Q3 202514,528$888.7K<0.1%+20+0.1%AddedHolders
Q2 202514,508$820.0K<0.1%+23+0.2%AddedHolders
Q1 202514,485$812.2K<0.1%−263−1.8%ReducedHolders
Q4 202414,748$794.3K<0.1%+114+0.8%AddedHolders
Q3 202414,634$845.7K<0.1%−958−6.1%ReducedHolders
Q2 202415,592$764.0K<0.1%−2,878−15.6%ReducedHolders
Q1 202418,470$908.5K<0.1%+359+2.0%AddedHolders
Q4 202318,111$851.2K<0.1%+1,739+10.6%AddedHolders
Q3 202316,372$731.3K<0.1%−5,360−24.7%ReducedHolders
Q2 202321,732$1.13M0.1%+10.0%AddedHolders
Q1 202321,731$1.21M0.1%−238,284−91.6%ReducedHolders
Q4 2022260,015$15.9M0.9%+3,757+1.5%AddedHolders
Q3 2022256,258$17.7M1.3%+8,602+3.5%AddedHolders
Q2 2022247,656$19.8M1.4%+30,737+14.2%AddedHolders
Q1 2022216,919$18.4M1.0%−67,307−23.7%ReducedHolders
Q4 2021284,226$22.3M1.2%+24,964+9.6%AddedHolders
Q3 2021259,262$18.9M1.2%+12,514+5.1%AddedHolders
Q2 2021246,748$18.2M1.1%+18,036+7.9%AddedHolders
Q1 2021228,712$17.4M1.0%––Holders

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