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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
Q2 		$229K Buy
3,350
+91
+3% +$5.92K ﹤0.01% 845
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

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Curi RMB Capital's D Position: Q2 2026 in Review

Curi RMB Capital increased its Dominion Energy (D) stake by 2.8% in Q2 2026, buying an estimated $5.92K and bringing the position to 3,350 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Curi RMB Capital first reported a position in D in Q4 2016 and has held it in 15 quarters since. The position peaked at $2.91M in Q1 2017. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Curi RMB Capital held 3,350 shares of Dominion Energy worth $229K as of Q2 2026.
  • Curi RMB Capital bought 91 Dominion Energy shares in Q2 2026, an estimated $5.92K.
  • Dominion Energy made up ﹤0.01% of Curi RMB Capital's portfolio in Q2 2026, its #845 holding.
  • Curi RMB Capital first reported a position in Dominion Energy in Q4 2016 and has held it in 15 quarters since.
  • Curi RMB Capital's Dominion Energy position peaked at $2.91M in Q1 2017.
  • 1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.