Curi RMB Capital’s Dominion Energy D Stock Holding History

Curi RMB Capital’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 Q1	$201K	Sell	3,259 -189	-5%	-$11.7K	﹤0.01%	834
2025 Q4	$202K	Buy	+3,448	New	+$208K	﹤0.01%	849
2019 Q4	–	Sell	-5,604	Closed	-$454K	–	678
2019 Q3	$454K	Sell	5,604 -10	-0.2%	-$773	0.01%	496
2019 Q2	$434K	Sell	5,614 -4,470	-44%	-$341K	0.01%	576
2019 Q1	$773K	Buy	10,084 +2,946	+41%	+$215K	0.02%	492
2018 Q4	$510K	Sell	7,138 -2,019	-22%	-$148K	0.01%	629
2018 Q3	$644K	Buy	9,157 +450	+5%	+$31.9K	0.02%	585
2018 Q2	$594K	Buy	8,707 +164	+2%	+$10.7K	0.01%	599
2018 Q1	$576K	Sell	8,543 -22,313	-72%	-$1.65M	0.01%	598
2017 Q4	$2.5M	Sell	30,856 -5,556	-15%	-$450K	0.06%	348
2017 Q3	$2.8M	Buy	36,412 +111	+0.3%	+$8.63K	0.07%	318
2017 Q2	$2.78M	Sell	36,301 -1,240	-3%	-$97.5K	0.08%	318
2017 Q1	$2.91M	Buy	37,541 +97	+0.3%	+$7.34K	0.12%	193
2016 Q4	$2.87M	Buy	+37,444	New	+$2.76M	0.15%	164

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Curi RMB Capital's D Position: Q1 2026 in Review

Curi RMB Capital reduced its Dominion Energy (D) stake by 5.5% in Q1 2026, selling an estimated $11.7K and leaving 3,259 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Curi RMB Capital first reported a position in D in Q4 2016 and has held it in 14 quarters since. The position peaked at $2.91M in Q1 2017. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Curi RMB Capital held 3,259 shares of Dominion Energy worth $201K as of Q1 2026.
Curi RMB Capital sold 189 Dominion Energy shares in Q1 2026, an estimated $11.7K.
Dominion Energy made up ﹤0.01% of Curi RMB Capital's portfolio in Q1 2026, its #834 holding.
Curi RMB Capital first reported a position in Dominion Energy in Q4 2016 and has held it in 14 quarters since.
Curi RMB Capital's Dominion Energy position peaked at $2.91M in Q1 2017.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.