CA
D icon

Crewe Advisors’s Dominion Energy D Stock Holding History

Crewe 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
Q2 		$113K Buy
1,657
+26
+2% +$1.69K 0.01% 319
2026
Q1 		$101K Hold
1,631
– – 0.01% 292
2025
Q4 		$95.6K Hold
1,631
– – 0.01% 289
2025
Q3 		$99.8K Sell
1,631
-166
-9% -$9.87K 0.01% 298
2025
Q2 		$102K Buy
1,797
+189
+12% +$10.4K 0.01% 219
2025
Q1 		$90.2K Hold
1,608
– – 0.01% 211
2024
Q4 		$86.6K Sell
1,608
-245
-13% -$14K 0.01% 225
2024
Q3 		$107K Sell
1,853
-31
-2% -$1.69K 0.01% 221
2024
Q2 		$92.3K Hold
1,884
– – 0.01% 281
2024
Q1 		$92.7K Buy
+1,884
New +$88K 0.01% 284
2023
Q3 		– Sell
-2,143
Closed -$111K – 666
2023
Q2 		$111K Sell
2,143
-329
-13% -$17.9K 0.02% 191
2023
Q1 		$138K Sell
2,472
-48
-2% -$2.81K 0.02% 195
2022
Q4 		$155K Sell
2,520
-483
-16% -$30.3K 0.02% 181
2022
Q3 		$208K Buy
3,003
+111
+4% +$8.96K 0.04% 138
2022
Q2 		$231K Buy
2,892
+687
+31% +$56.7K 0.05% 116
2022
Q1 		$187K Buy
2,205
+1,608
+269% +$129K 0.04% 118
2021
Q4 		$47K Buy
+597
New +$44.9K 0.01% 191
2021
Q1 		– Sell
-23
Closed -$2K – 464
2020
Q4 		$2K Sell
23
-459
-95% -$36.5K ﹤0.01% 399
2020
Q3 		$38K Buy
+482
New +$37.9K 0.02% 146
2019
Q3 		– Sell
-8
Closed -$1K – 236
2019
Q2 		$1K Hold
8
– – ﹤0.01% 281
2019
Q1 		$1K Buy
+8
New +$584 ﹤0.01% 228
2018
Q1 		– Sell
-33
Closed -$3K – 272
2017
Q4 		$3K Buy
+33
New +$2.67K ﹤0.01% 247

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

Crewe Advisors's D Position: Q2 2026 in Review

Crewe Advisors increased its Dominion Energy (D) stake by 1.6% in Q2 2026, buying an estimated $1.69K and bringing the position to 1,657 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #319.

Crewe Advisors first reported a position in D in Q4 2017 and has held it in 22 quarters since. The position peaked at $231K in Q2 2022. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Crewe Advisors held 1,657 shares of Dominion Energy worth $113K as of Q2 2026.
  • Crewe Advisors bought 26 Dominion Energy shares in Q2 2026, an estimated $1.69K.
  • Dominion Energy made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #319 holding.
  • Crewe Advisors first reported a position in Dominion Energy in Q4 2017 and has held it in 22 quarters since.
  • Crewe Advisors's Dominion Energy position peaked at $231K in Q2 2022.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.