Curio Wealth’s Dominion Energy D Stock Holding History

Curio Wealth’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	–	Sell	-6	Closed	-$371	–	337
2026 Q1	$371	Buy	+6	New	+$371	﹤0.01%	576

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Curio Wealth's D Position: Q2 2026 in Review

Curio Wealth sold out of Dominion Energy (D) in Q2 2026, closing a stake of 6 shares — an estimated $371 sold.

Curio Wealth first reported a position in D in Q1 2026 and held it in 1 quarter. The position peaked at $371 in Q1 2026. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

Curio Wealth reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 6 Dominion Energy shares in Q2 2026, an estimated $371.
Curio Wealth first reported a position in Dominion Energy in Q1 2026 and held it in 1 quarter.
Curio Wealth's Dominion Energy position peaked at $371 in Q1 2026.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.