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Livermore
Livermore
ZHEN

D.B. Root & Company, LLC

SEC CIK
0001731717
Latest filing
Aug 13, 2026

D holding history

Dominion Energy, Inc in every 13F filed by D.B. Root & Company, 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)
4,369
Value
$298.3K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of D by D.B. Root & Company, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,369$298.3K0.1%+152+3.6%AddedHolders
Q1 20264,217$260.7K0.1%+285+7.2%AddedHolders
Q4 20253,932$230.4K0.1%+5+0.1%AddedHolders
Q3 20253,927$240.2K0.1%−75−1.9%ReducedHolders
Q2 20254,002$226.2K0.1%+246+6.5%AddedHolders
Q1 20253,756$210.6K0.1%+9+0.2%AddedHolders
Q4 20243,747$201.8K0.1%−647−14.7%ReducedHolders
Q3 20244,394$254.0K0.1%−3,552−44.7%ReducedHolders
Q2 20247,946$389.4K0.1%−6,198−43.8%ReducedHolders
Q1 202414,144$695.7K0.2%−840−5.6%ReducedHolders
Q4 202314,984$704.2K0.3%−966−6.1%ReducedHolders
Q3 202315,950$712.5K0.3%−291−1.8%ReducedHolders
Q2 202316,241$841.1K0.3%+65+0.4%AddedHolders
Q1 202316,176$904.4K0.4%−223−1.4%ReducedHolders
Q4 202216,399$1.01M0.4%−33−0.2%ReducedHolders
Q3 202216,432$1.14M0.5%−60.0%ReducedHolders
Q2 202216,438$1.31M0.6%−82−0.5%ReducedHolders
Q1 202216,520$1.40M0.5%−2,148−11.5%ReducedHolders
Q4 202118,668$1.47M0.5%+2,647+16.5%AddedHolders
Q3 202116,021$1.17M0.5%+157+1.0%AddedHolders
Q2 202115,864$1.17M0.4%+260+1.7%AddedHolders
Q1 202115,604$1.19M0.5%––Holders

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