SEC 13F Intelligence

Aldebaran Financial Inc. / D

Aldebaran Financial Inc.’s Dominion Energy Inc Position

Does Aldebaran Financial Inc. own Dominion Energy Inc (D)? Not currently — the last reported position was 19.0K shares worth $1M in Q4 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q4 2020
Shares
19.0K
% of Portfolio
+1.33%
Quarters Held
9
position exited

Position History D

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ2 ’19Q3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ2 ’20Q3 ’20: $2MQ4 ’20: $1MQ4 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202019.0K$1M+1.33%
Q3 202019.4K$2M+1.59%
Q2 202019.7K$2M+1.88%
Q1 202032.5K$2M+2.29%
Q4 201930.4K$3M+1.91%
Q3 201935.5K$3M+1.93%
Q2 201927.5K$2M+1.47%
Q1 201926.3K$2M+1.42%
Q4 201825.3K$2M+1.38%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Aldebaran Financial Inc.’s full portfolio or all institutional holders of D.