SQA
D icon

Simon Quick Advisors’s Dominion Energy D Stock Holding History

Simon Quick 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 		– Sell
-6,292
Closed -$353K – 427
2025
Q1 		$353K Buy
6,292
+2,042
+48% +$112K 0.02% 389
2024
Q4 		$229K Buy
4,250
+184
+5% +$10.5K 0.01% 410
2024
Q3 		$235K Buy
+4,066
New +$222K 0.01% 373
2020
Q1 		– Sell
-128
Closed -$11K – 526
2019
Q4 		$11K Buy
+128
New +$10.5K ﹤0.01% 388
2019
Q3 		– Sell
-35
Closed -$2.71K – 402
2019
Q2 		$2.71K Sell
35
-315
-90% -$24K ﹤0.01% 335
2019
Q1 		$27K Buy
+350
New +$25.6K 0.01% 268
2018
Q1 		– Sell
-62
Closed -$5K – 337
2017
Q4 		$5K Buy
+62
New +$5.02K ﹤0.01% 364

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

Simon Quick Advisors's D Position: Q2 2025 in Review

Simon Quick Advisors sold out of Dominion Energy (D) in Q2 2025, closing a stake of 6,292 shares — an estimated $353K sold.

Simon Quick Advisors first reported a position in D in Q4 2017 and held it in 7 quarters. The position peaked at $353K in Q1 2025. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

  • Simon Quick Advisors reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 6,292 Dominion Energy shares in Q2 2025, an estimated $353K.
  • Simon Quick Advisors first reported a position in Dominion Energy in Q4 2017 and held it in 7 quarters.
  • Simon Quick Advisors's Dominion Energy position peaked at $353K in Q1 2025.
  • 1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.