SIMA Wealth Partners’s Dominion Energy D Stock Holding History

SIMA Wealth Partners’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
2026 Q2	$13.7K	Hold	200	–	–	0.01%	108
2026 Q1	$12.4K	Hold	200	–	–	0.01%	107
2025 Q4	$11.7K	Hold	200	–	–	0.01%	111
2025 Q3	$12.2K	Sell	200 -148	-43%	-$8.8K	0.01%	116
2025 Q2	$19.7K	Sell	348 -397	-53%	-$21.8K	0.02%	104
2025 Q1	$41.8K	Sell	745 -409	-35%	-$22.5K	0.03%	90
2024 Q4	$62.1K	Buy	1,154 +165	+17%	+$9.41K	0.05%	83
2024 Q3	$57.1K	Hold	989	–	–	0.05%	82
2024 Q2	$48.4K	Buy	+989	New	+$50.4K	0.05%	83

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SIMA Wealth Partners's D Position: Q2 2026 in Review

SIMA Wealth Partners held its Dominion Energy (D) position steady in Q2 2026 at 200 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #108.

SIMA Wealth Partners first reported a position in D in Q2 2024 and has held it in 9 quarters since. The position peaked at $62.1K in Q4 2024. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

SIMA Wealth Partners held 200 shares of Dominion Energy worth $13.7K as of Q2 2026.
SIMA Wealth Partners left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up 0.01% of SIMA Wealth Partners's portfolio in Q2 2026, its #108 holding.
SIMA Wealth Partners first reported a position in Dominion Energy in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's Dominion Energy position peaked at $62.1K in Q4 2024.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.