SIMA Wealth Partners, LLC
- SEC CIK
- 0002135539
- Latest filing
- Jul 28, 2026
D holding history
Dominion Energy, Inc in every 13F filed by SIMA Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
D overviewAll 13F holders of DFull Q2 2026 holdings
- Shares (Q2 2026)
- 200
- Value
- $13.7K
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 200 | $13.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 200 | $12.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 200 | $11.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 200 | $12.2K | <0.1% | −148−42.5% | Reduced | Holders |
| Q2 2025 | 348 | $19.7K | <0.1% | −397−53.3% | Reduced | Holders |
| Q1 2025 | 745 | $41.8K | <0.1% | −409−35.4% | Reduced | Holders |
| Q4 2024 | 1,154 | $62.1K | 0.1% | +165+16.7% | Added | Holders |
| Q3 2024 | 989 | $57.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 989 | $48.4K | <0.1% | – | No prior filing | Holders |