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Crestwood Advisors Group’s Dominion Energy D Stock Holding History

Crestwood Advisors Group’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 		$470K Buy
6,888
+1,539
+29% +$100K 0.01% 514
2026
Q1 		$331K Buy
5,349
+139
+3% +$8.59K 0.01% 541
2025
Q4 		$305K Sell
5,210
-268
-5% -$16.1K 0.01% 510
2025
Q3 		$335K Sell
5,478
-2,816
-34% -$167K 0.01% 444
2025
Q2 		$469K Buy
8,294
+422
+5% +$23.1K 0.01% 357
2025
Q1 		$441K Buy
7,872
+624
+9% +$34.3K 0.01% 361
2024
Q4 		$390K Sell
7,248
-116
-2% -$6.62K 0.01% 339
2024
Q3 		$426K Buy
7,364
+148
+2% +$8.09K 0.01% 320
2024
Q2 		$354K Sell
7,216
-608
-8% -$31K 0.01% 327
2024
Q1 		$385K Sell
7,824
-53
-0.7% -$2.48K 0.01% 312
2023
Q4 		$370K Sell
7,877
-1,895
-19% -$84.6K 0.01% 301
2023
Q3 		$436K Buy
+9,772
New +$485K 0.01% 254
2022
Q2 		– Sell
-2,360
Closed -$201K – 276
2022
Q1 		$201K Buy
+2,360
New +$190K 0.01% 275
2017
Q2 		– Sell
-1,258
Closed -$97K – 215
2017
Q1 		$97K Buy
+1,258
New +$95.2K 0.01% 197

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Crestwood Advisors Group's D Position: Q2 2026 in Review

Crestwood Advisors Group increased its Dominion Energy (D) stake by 29% in Q2 2026, buying an estimated $100K and bringing the position to 6,888 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #514.

Crestwood Advisors Group first reported a position in D in Q1 2017 and has held it in 14 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Crestwood Advisors Group held 6,888 shares of Dominion Energy worth $470K as of Q2 2026.
  • Crestwood Advisors Group bought 1,539 Dominion Energy shares in Q2 2026, an estimated $100K.
  • Dominion Energy made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #514 holding.
  • Crestwood Advisors Group first reported a position in Dominion Energy in Q1 2017 and has held it in 14 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.