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Livermore
Livermore
ZHEN

Keystone Financial Group

SEC CIK
0001729299
Latest filing
Jul 29, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Keystone Financial Group, 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)
22,438
Value
$1.53M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of D by Keystone Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,438$1.53M0.1%+3,235+16.8%AddedHolders
Q1 202619,203$1.19M0.1%+888+4.8%AddedHolders
Q4 202518,315$1.07M0.1%+1,108+6.4%AddedHolders
Q3 202517,207$1.05M0.1%+104+0.6%AddedHolders
Q2 202517,103$968.3K0.1%+199+1.2%AddedHolders
Q1 202516,904$947.4K0.1%+4,170+32.7%AddedHolders
Q4 202412,734$686.5K0.1%+366+3.0%AddedHolders
Q3 202412,368$714.8K0.1%+93+0.8%AddedHolders
Q2 202412,275$601.5K0.2%+85+0.7%AddedHolders
Q1 202412,190$599.7K0.1%+2,283+23.0%AddedHolders
Q4 20239,907$465.6K0.1%−1,205−10.8%ReducedHolders
Q3 202311,112$496.4K0.1%+1,465+15.2%AddedHolders
Q2 20239,647$499.6K0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20227,559$463.5K0.1%+1,345+21.6%AddedHolders
Q3 20226,214$429.0K0.1%+521+9.2%AddedHolders
Q2 20225,693$454.0K0.1%−54−0.9%ReducedHolders
Q1 20225,747$488.0K0.1%+38+0.7%AddedHolders
Q4 20215,709$448.0K0.1%−13−0.2%ReducedHolders
Q3 20215,722$418.0K0.1%−53−0.9%ReducedHolders
Q2 20215,775$425.0K0.1%−546−8.6%ReducedHolders
Q1 20216,321$480.0K0.1%––Holders

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