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Key Financial Inc

SEC CIK
0001801720
Latest filing
Jul 24, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Key Financial Inc, 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)
8,221
Value
$561.4K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of D by Key Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,221$561.4K0.1%−2,341−22.2%ReducedHolders
Q1 202610,562$652.9K0.1%−18−0.2%ReducedHolders
Q4 202510,580$619.9K0.1%00.0%UnchangedHolders
Q3 202510,580$644.3K0.1%−13−0.1%ReducedHolders
Q2 202510,593$598.7K0.1%00.0%UnchangedHolders
Q1 202510,593$594.0K0.1%00.0%UnchangedHolders
Q4 202410,593$570.5K0.1%00.0%UnchangedHolders
Q3 202410,593$612.2K0.1%+13+0.1%AddedHolders
Q2 202410,580$518.4K0.1%00.0%UnchangedHolders
Q1 202410,580$520.4K0.1%00.0%UnchangedHolders
Q4 202310,580$497.3K0.1%00.0%UnchangedHolders
Q3 202310,580$472.6K0.2%00.0%UnchangedHolders
Q2 202310,580$547.9K0.2%00.0%UnchangedHolders
Q1 202310,580$591.5K0.2%00.0%UnchangedHolders
Q4 202210,580$731.2K0.3%00.0%UnchangedHolders
Q3 202210,580$731.0K0.3%+10,086+2,041.7%AddedHolders
Q2 2022494$40.0K<0.1%00.0%UnchangedHolders
Q1 2022494$42.0K<0.1%00.0%UnchangedHolders
Q4 2021494$39.0K<0.1%00.0%UnchangedHolders
Q3 2021494$36.0K<0.1%00.0%UnchangedHolders
Q2 2021494$37.0K<0.1%00.0%UnchangedHolders
Q1 2021494$38.0K<0.1%––Holders

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