Cresset Asset Management’s Dominion Energy D Stock Holding History

Cresset Asset 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
2026 Q2	$695K	Buy	10,179 +4,167	+69%	+$271K	﹤0.01%	1046
2026 Q1	$372K	Sell	6,012 -2,232	-27%	-$138K	﹤0.01%	1192
2025 Q4	$483K	Sell	8,244 -156	-2%	-$9.4K	﹤0.01%	1083
2025 Q3	$514K	Buy	8,400 +1,783	+27%	+$106K	﹤0.01%	1013
2025 Q2	$374K	Sell	6,617 -12,005	-64%	-$658K	﹤0.01%	1046
2025 Q1	$1.04M	Sell	18,622 -586	-3%	-$32.2K	0.01%	762
2024 Q4	$1.03M	Sell	19,208 -52,653	-73%	-$3M	﹤0.01%	785
2024 Q3	$4.15M	Buy	71,861 +1,562	+2%	+$85.3K	0.02%	496
2024 Q2	$3.44M	Buy	70,299 +7,274	+12%	+$371K	0.01%	523
2024 Q1	$3.1M	Buy	63,025 +14,676	+30%	+$686K	0.01%	479
2023 Q4	$2.27M	Sell	48,349 -3,948	-8%	-$176K	0.01%	530
2023 Q3	$2.34M	Buy	52,297 +16,670	+47%	+$828K	0.01%	494
2023 Q2	$1.85M	Buy	35,627 +21,433	+151%	+$1.17M	﹤0.01%	670
2023 Q1	$794K	Buy	14,194 +813	+6%	+$47.6K	0.02%	386
2022 Q4	$816K	Sell	13,381 -2,661	-17%	-$167K	0.01%	342
2022 Q3	$1.11M	Sell	16,042 -383	-2%	-$30.9K	0.01%	334
2022 Q2	$1.28M	Sell	16,425 -6,679	-29%	-$552K	0.02%	320
2022 Q1	$1.96M	Buy	23,104 +207	+0.9%	+$16.6K	0.02%	245
2021 Q4	$1.8M	Buy	22,897 +9,919	+76%	+$746K	0.02%	319
2021 Q3	$948K	Buy	12,978 +1,455	+13%	+$111K	0.01%	404
2021 Q2	$848K	Buy	11,523 +157	+1%	+$12.1K	0.01%	400
2021 Q1	$864K	Buy	11,366 +1,083	+11%	+$78.7K	0.01%	333
2020 Q4	$773K	Sell	10,283 -428	-4%	-$34K	0.01%	298
2020 Q3	$845K	Sell	10,711 -449	-4%	-$35.3K	0.02%	258
2020 Q2	$906K	Buy	11,160 +1,559	+16%	+$125K	0.02%	227
2020 Q1	$693K	Sell	9,601 -1,428	-13%	-$117K	0.02%	238
2019 Q4	$913K	Buy	11,029 +2,182	+25%	+$178K	0.02%	220
2019 Q3	$717K	Buy	8,847 +4,262	+93%	+$330K	0.02%	221
2019 Q2	$355K	Buy	4,585 +2,265	+98%	+$173K	0.01%	304
2019 Q1	$178K	Buy	2,320 +881	+61%	+$64.3K	0.01%	402
2018 Q4	$103K	Buy	+1,439	New	+$105K	0.01%	317

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

Cresset Asset Management's D Position: Q2 2026 in Review

Cresset Asset Management increased its Dominion Energy (D) stake by 69% in Q2 2026, buying an estimated $271K and bringing the position to 10,179 shares worth $695K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

Cresset Asset Management first reported a position in D in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.15M in Q3 2024. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

Cresset Asset Management held 10,179 shares of Dominion Energy worth $695K as of Q2 2026.
Cresset Asset Management bought 4,167 Dominion Energy shares in Q2 2026, an estimated $271K.
Dominion Energy made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1046 holding.
Cresset Asset Management first reported a position in Dominion Energy in Q4 2018 and has held it in 31 quarters since.
Cresset Asset Management's Dominion Energy position peaked at $4.15M in Q3 2024.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.