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Cromwell Holdings’s Dominion Energy D Stock Holding History

Cromwell Holdings’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 		$183K Hold
2,684
– – 0.08% 231
2026
Q1 		$166K Hold
2,684
– – 0.09% 216
2025
Q4 		$157K Hold
2,684
– – 0.09% 227
2025
Q3 		$164K Hold
2,684
– – 0.09% 215
2025
Q2 		$152K Buy
2,684
+18
+0.7% +$986 0.09% 223
2025
Q1 		$149K Hold
2,666
– – 0.1% 211
2024
Q4 		$144K Hold
2,666
– – 0.08% 223
2024
Q3 		$154K Hold
2,666
– – 0.1% 209
2024
Q2 		$131K Buy
+2,666
New +$136K 0.08% 223

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Cromwell Holdings's D Position: Q2 2026 in Review

Cromwell Holdings held its Dominion Energy (D) position steady in Q2 2026 at 2,684 shares worth $183K. The position accounts for 0.08% of the portfolio, ranked #231.

Cromwell Holdings first reported a position in D in Q2 2024 and has held it in 9 quarters since. 251 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Cromwell Holdings held 2,684 shares of Dominion Energy worth $183K as of Q2 2026.
  • Cromwell Holdings left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up 0.08% of Cromwell Holdings's portfolio in Q2 2026, its #231 holding.
  • Cromwell Holdings first reported a position in Dominion Energy in Q2 2024 and has held it in 9 quarters since.
  • 251 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.