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Curated Wealth Partners’s Dominion Energy D Stock Holding History

Curated 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 		$303K Buy
+156,804
New +$10.2M 0.04% 409
2022
Q2 		– Sell
-3,125
Closed -$247K – 138
2022
Q1 		$247K Hold
3,125
– – 0.08% 122
2021
Q4 		$247K Buy
3,125
+68
+2% +$5.12K 0.08% 126
2021
Q3 		$223K Buy
3,057
+78
+3% +$5.95K 0.12% 136
2021
Q2 		$219K Buy
2,979
+230
+8% +$17.8K 0.12% 138
2021
Q1 		$209K Buy
+2,749
New +$200K 0.13% 133

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Curated Wealth Partners opened a new position in Dominion Energy (D) in Q2 2026: 156,804 shares worth $303K. The stake represents 0.04% of the portfolio and ranks #409 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in D as recently as Q1 2022.

Curated Wealth Partners first reported a position in D in Q1 2021 and has held it in 6 quarters since. 388 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Curated Wealth Partners held 156,804 shares of Dominion Energy worth $303K as of Q2 2026.
  • Dominion Energy was a new Curated Wealth Partners position in Q2 2026.
  • Dominion Energy made up 0.04% of Curated Wealth Partners's portfolio in Q2 2026, its #409 holding.
  • Curated Wealth Partners first reported a position in Dominion Energy in Q1 2021 and has held it in 6 quarters since.
  • 388 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

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