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Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Beacon Pointe Advisors, 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)
46,532
Value
$3.18M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of D by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202646,532$3.18M<0.1%−1,555−3.2%ReducedHolders
Q1 202648,087$2.97M<0.1%+30,206+168.9%AddedHolders
Q4 202517,881$1.05M<0.1%+993+5.9%AddedHolders
Q3 202516,888$1.03M<0.1%+173+1.0%AddedHolders
Q2 202516,715$944.8K<0.1%−2,572−13.3%ReducedHolders
Q1 202519,287$1.08M<0.1%+2,685+16.2%AddedHolders
Q4 202416,602$894.2K<0.1%−5,519−24.9%ReducedHolders
Q3 202422,121$1.28M<0.1%+4,001+22.1%AddedHolders
Q2 202418,120$887.9K<0.1%−7,040−28.0%ReducedHolders
Q1 202425,160$1.24M<0.1%−12,305−32.8%ReducedHolders
Q4 202337,465$1.76M<0.1%−3,059−7.5%ReducedHolders
Q3 202340,524$1.81M<0.1%+168+0.4%AddedHolders
Q2 202340,356$2.09M<0.1%−5,332−11.7%ReducedHolders
Q1 202345,688$2.55M<0.1%−4,434−8.8%ReducedHolders
Q4 202250,122$3.07M0.1%+7,708+18.2%AddedHolders
Q3 202242,414$2.93M0.1%−955−2.2%ReducedHolders
Q2 202243,369$3.47M0.1%−23,086−34.7%ReducedHolders
Q1 202266,455$5.65M0.1%+39,902+150.3%AddedHolders
Q4 202126,553$2.09M0.1%−7,976−23.1%ReducedHolders
Q3 202134,529$2.52M0.1%+17,644+104.5%AddedHolders
Q2 202116,885$1.24M<0.1%+12,959+330.1%AddedHolders
Q1 20213,926$300.0K<0.1%––Holders

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