CWM
D icon

Curi Wealth Management’s Dominion Energy D Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-371
Closed -$30K – 311
2022
Q2 		$30K Buy
371
+351
+1,755% +$29K 0.01% 265
2022
Q1 		$1K Sell
20
-16
-44% -$1.28K ﹤0.01% 478
2021
Q4 		$2K Buy
+36
New +$2.71K ﹤0.01% 412
2021
Q1 		– Sell
-28
Closed -$2K – 194
2020
Q4 		$2K Buy
+28
New +$2.22K ﹤0.01% 334

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Curi Wealth Management's D Position: Q3 2022 in Review

Curi Wealth Management sold out of Dominion Energy (D) in Q3 2022, closing a stake of 371 shares — an estimated $30K sold.

Curi Wealth Management first reported a position in D in Q4 2020 and held it in 4 quarters. The position peaked at $30K in Q2 2022. 1,441 funds tracked by Wall St. Rank hold D as of Q3 2022.

  • Curi Wealth Management reported no remaining Dominion Energy position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 371 Dominion Energy shares in Q3 2022, an estimated $30K.
  • Curi Wealth Management first reported a position in Dominion Energy in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Dominion Energy position peaked at $30K in Q2 2022.
  • 1,441 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.