Frank Rimerman Advisors
D icon

Frank Rimerman Advisors’s Dominion Energy D Stock Holding History

Frank Rimerman Advisors’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
Q3 		$1.2M Sell
19,840
-232
-1% -$15.6K 0.07% 219
2026
Q2 		$1.37M Buy
20,072
+246
+1% +$16K 0.08% 190
2026
Q1 		$1.23M Sell
19,826
-47
-0.2% -$2.9K 0.08% 201
2025
Q4 		$1.16M Buy
19,873
+134
+0.7% +$8.07K 0.07% 206
2025
Q3 		$1.21M Sell
19,739
-137
-0.7% -$8.14K 0.08% 204
2025
Q2 		$1.12M Buy
19,876
+2,989
+18% +$164K 0.08% 193
2025
Q1 		$947K Sell
16,887
-402
-2% -$22.1K 0.08% 204
2024
Q4 		$931K Buy
17,289
+601
+4% +$34.3K 0.07% 202
2024
Q3 		$964K Sell
16,688
-11,033
-40% -$603K 0.07% 225
2024
Q2 		$1.36M Buy
27,721
+27,659
+44,611% +$1.41M 0.1% 167
2024
Q1 		$3.05K Hold
62
– – ﹤0.01% 251
2023
Q4 		$2.91K Buy
+62
New +$2.77K ﹤0.01% 236

Other funds holding D

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Frank Rimerman Advisors's D Position: Q3 2026 in Review

Frank Rimerman Advisors reduced its Dominion Energy (D) stake by 1.2% in Q3 2026, selling an estimated $15.6K and leaving 19,840 shares worth $1.2M. The position accounts for 0.07% of the portfolio, ranked #219.

Frank Rimerman Advisors first reported a position in D in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.37M in Q2 2026. 984 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Frank Rimerman Advisors held 19,840 shares of Dominion Energy worth $1.2M as of Q3 2026.
  • Frank Rimerman Advisors sold 232 Dominion Energy shares in Q3 2026, an estimated $15.6K.
  • Dominion Energy made up 0.07% of Frank Rimerman Advisors's portfolio in Q3 2026, its #219 holding.
  • Frank Rimerman Advisors first reported a position in Dominion Energy in Q4 2023 and has held it in 12 quarters since.
  • Frank Rimerman Advisors's Dominion Energy position peaked at $1.37M in Q2 2026.
  • 984 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.