CWM
D icon

Crowley Wealth Management’s Dominion Energy D Stock Holding History

Crowley Wealth 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
2025
Q4 		– Sell
-3,100
Closed -$190K – 86
2025
Q3 		$190K Buy
3,100
+650
+27% +$38.6K 0.15% 81
2025
Q2 		$150K Buy
2,450
+70
+3% +$3.83K 0.14% 84
2025
Q1 		$133K Sell
2,380
-2,630
-52% -$145K 0.13% 80
2024
Q4 		$270K Buy
+5,010
New +$286K 0.24% 61

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Crowley Wealth Management's D Position: Q4 2025 in Review

Crowley Wealth Management sold out of Dominion Energy (D) in Q4 2025, closing a stake of 3,100 shares — an estimated $190K sold.

Crowley Wealth Management first reported a position in D in Q4 2024 and held it in 4 quarters. The position peaked at $270K in Q4 2024. 1,445 funds tracked by Wall St. Rank hold D as of Q4 2025.

  • Crowley Wealth Management reported no remaining Dominion Energy position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 3,100 Dominion Energy shares in Q4 2025, an estimated $190K.
  • Crowley Wealth Management first reported a position in Dominion Energy in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Dominion Energy position peaked at $270K in Q4 2024.
  • 1,445 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.