NAM
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NorthCrest Asset Manangement’s Dominion Energy D Stock Holding History

NorthCrest Asset Manangement’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 		$293K Buy
+4,224
New +$275K 0.01% 737
2025
Q4 		– Sell
-4,267
Closed -$260K – 823
2025
Q3 		$260K Buy
+4,267
New +$254K 0.01% 662

Other funds holding D

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

NorthCrest Asset Manangement's D Position: Q2 2026 in Review

NorthCrest Asset Manangement opened a new position in Dominion Energy (D) in Q2 2026: 4,224 shares worth $293K. The stake represents 0.01% of the portfolio and ranks #737 among its holdings. This is a return to the name: NorthCrest Asset Manangement previously reported a position in D as recently as Q3 2025.

NorthCrest Asset Manangement first reported a position in D in Q3 2025 and has held it in 2 quarters since. 936 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • NorthCrest Asset Manangement held 4,224 shares of Dominion Energy worth $293K as of Q2 2026.
  • Dominion Energy was a new NorthCrest Asset Manangement position in Q2 2026.
  • Dominion Energy made up 0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #737 holding.
  • NorthCrest Asset Manangement first reported a position in Dominion Energy in Q3 2025 and has held it in 2 quarters since.
  • 936 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.