Apexium Financial’s Dominion Energy D Stock Holding History

Apexium Financial’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,925	Closed	-$241K	–	240
2024 Q2	$241K	Buy	+4,925	New	+$251K	0.02%	198

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Apexium Financial's D Position: Q3 2024 in Review

Apexium Financial sold out of Dominion Energy (D) in Q3 2024, closing a stake of 4,925 shares — an estimated $241K sold.

Apexium Financial first reported a position in D in Q2 2024 and held it in 1 quarter. The position peaked at $241K in Q2 2024. 1,349 funds tracked by Wall St. Rank hold D as of Q3 2024.

Apexium Financial reported no remaining Dominion Energy position as of Q3 2024 after selling out during the quarter.
Apexium Financial sold 4,925 Dominion Energy shares in Q3 2024, an estimated $241K.
Apexium Financial first reported a position in Dominion Energy in Q2 2024 and held it in 1 quarter.
Apexium Financial's Dominion Energy position peaked at $241K in Q2 2024.
1,349 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2024.

Based on Apexium Financial's 13F filing for Q3 2024, filed 15 Oct 2024.