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Prossimo Advisors’s Dominion Energy D Stock Holding History

Prossimo Advisors’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
2025
Q3 		– Sell
-4,735
Closed -$268K – 53
2025
Q2 		$268K Buy
4,735
+803
+20% +$44K 0.22% 110
2025
Q1 		$220K Buy
+3,932
New +$216K 0.17% 127
2024
Q3 		– Sell
-5,775
Closed -$283K – 142
2024
Q2 		$283K Sell
5,775
-1,208
-17% -$61.5K 0.26% 108
2024
Q1 		$343K Sell
6,983
-1,860
-21% -$86.9K 0.66% 40
2023
Q4 		$416K Sell
8,843
-245
-3% -$10.9K 0.88% 39
2023
Q3 		$406K Sell
9,088
-46
-0.5% -$2.28K 0.96% 39
2023
Q2 		$473K Buy
9,134
+600
+7% +$32.6K 0.46% 77
2023
Q1 		$477K Sell
8,534
-60
-0.7% -$3.51K 1.16% 32
2022
Q4 		$527K Buy
+8,594
New +$540K 1.22% 30

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prossimo Advisors's D Position: Q3 2025 in Review

Prossimo Advisors sold out of Dominion Energy (D) in Q3 2025, closing a stake of 4,735 shares — an estimated $268K sold.

Prossimo Advisors first reported a position in D in Q4 2022 and held it in 9 quarters. The position peaked at $527K in Q4 2022. 1,410 funds tracked by Wall St. Rank hold D as of Q3 2025.

  • Prossimo Advisors reported no remaining Dominion Energy position as of Q3 2025 after selling out during the quarter.
  • Prossimo Advisors sold 4,735 Dominion Energy shares in Q3 2025, an estimated $268K.
  • Prossimo Advisors first reported a position in Dominion Energy in Q4 2022 and held it in 9 quarters.
  • Prossimo Advisors's Dominion Energy position peaked at $527K in Q4 2022.
  • 1,410 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on Prossimo Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.