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 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

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

Frank Rimerman Advisors's D Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its Dominion Energy (D) stake by 0.24% in Q1 2026, selling an estimated $2.9K and leaving 19,826 shares worth $1.23M. The position accounts for 0.08% of the portfolio, ranked #201.

Frank Rimerman Advisors first reported a position in D in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.36M in Q2 2024. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Frank Rimerman Advisors held 19,826 shares of Dominion Energy worth $1.23M as of Q1 2026.
Frank Rimerman Advisors sold 47 Dominion Energy shares in Q1 2026, an estimated $2.9K.
Dominion Energy made up 0.08% of Frank Rimerman Advisors's portfolio in Q1 2026, its #201 holding.
Frank Rimerman Advisors first reported a position in Dominion Energy in Q4 2023 and has held it in 10 quarters since.
Frank Rimerman Advisors's Dominion Energy position peaked at $1.36M in Q2 2024.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.