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Semmax Financial Advisors’s Dominion Energy D Stock Holding History

Semmax Financial 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
Q2 		$26.9K Sell
435
-62
-12% -$3.4K 0.01% 208
2025
Q1 		$27.4K Buy
497
+8
+2% +$440 0.01% 188
2024
Q4 		$27.7K Buy
489
+38
+8% +$2.17K 0.01% 178
2024
Q3 		$25.7K Sell
451
-53
-11% -$2.9K 0.01% 173
2024
Q2 		$27.8K Sell
504
-519
-51% -$26.4K 0.01% 174
2024
Q1 		$54.3K Sell
1,023
-582
-36% -$27.2K 0.02% 143
2023
Q4 		$71.2K Sell
1,605
-937
-37% -$41.8K 0.03% 131
2023
Q3 		$113K Buy
+2,542
New +$126K 0.05% 107
2022
Q4 		$2.85M Sell
45,665
-860
-2% -$54K 1.14% 37
2022
Q3 		$2.93M Buy
46,525
+4,693
+11% +$379K 1.24% 32
2022
Q2 		$3.44M Buy
41,832
+4,791
+13% +$396K 1.4% 32
2022
Q1 		$3.15M Buy
37,041
+2,047
+6% +$164K 1.24% 32
2021
Q4 		$2.75M Sell
34,994
-2,715
-7% -$204K 1.02% 41
2021
Q3 		$2.75M Sell
37,709
-2,856
-7% -$218K 0.95% 46
2021
Q2 		$2.98M Buy
40,565
+10,831
+36% +$836K 0.95% 43
2021
Q1 		$2.26M Buy
29,734
+1,434
+5% +$104K 0.8% 48
2020
Q4 		$2.13M Buy
28,300
+887
+3% +$70.5K 0.88% 47
2020
Q3 		$2.16M Sell
27,413
-13,901
-34% -$1.09M 1.03% 35
2020
Q2 		$3.35M Buy
41,314
+3,865
+10% +$310K 1.76% 16
2020
Q1 		$2.7M Buy
37,449
+1,490
+4% +$122K 1.71% 16
2019
Q4 		$2.98M Buy
35,959
+3,286
+10% +$268K 1.64% 18
2019
Q3 		$2.65M Buy
32,673
+5,286
+19% +$409K 1.59% 20
2019
Q2 		$2.12M Buy
27,387
+7,762
+40% +$591K 1.37% 22
2019
Q1 		$1.5M Sell
19,625
-1,769
-8% -$129K 1.04% 21
2018
Q4 		$1.53M Buy
+21,394
New +$1.56M 1.19% 18

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Semmax Financial Advisors's D Position: Q2 2025 in Review

Semmax Financial Advisors reduced its Dominion Energy (D) stake by 12% in Q2 2025, selling an estimated $3.4K and leaving 435 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #208.

Semmax Financial Advisors first reported a position in D in Q4 2018 and has held it in 25 quarters since. The position peaked at $3.44M in Q2 2022. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

  • Semmax Financial Advisors held 435 shares of Dominion Energy worth $26.9K as of Q2 2025.
  • Semmax Financial Advisors sold 62 Dominion Energy shares in Q2 2025, an estimated $3.4K.
  • Dominion Energy made up 0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #208 holding.
  • Semmax Financial Advisors first reported a position in Dominion Energy in Q4 2018 and has held it in 25 quarters since.
  • Semmax Financial Advisors's Dominion Energy position peaked at $3.44M in Q2 2022.
  • 1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.