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Silvercrest Asset Management’s Dominion Energy D Stock Holding History

Silvercrest Asset 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
2026
Q1 		$24.1M Sell
390,392
-721
-0.2% -$44.5K 0.17% 161
2025
Q4 		$22.9M Buy
391,113
+65,931
+20% +$3.97M 0.16% 178
2025
Q3 		$19.9M Sell
325,182
-6,435
-2% -$383K 0.13% 207
2025
Q2 		$18.7M Buy
331,617
+321
+0.1% +$17.6K 0.13% 214
2025
Q1 		$18.6M Buy
331,296
+52,305
+19% +$2.88M 0.13% 194
2024
Q4 		$15M Buy
278,991
+217,648
+355% +$12.4M 0.1% 223
2024
Q3 		$3.55M Buy
61,343
+4,021
+7% +$220K 0.02% 423
2024
Q2 		$2.81M Sell
57,322
-1,728
-3% -$88K 0.02% 472
2024
Q1 		$2.9M Sell
59,050
-3,758
-6% -$176K 0.02% 461
2023
Q4 		$2.95M Sell
62,808
-13,143
-17% -$587K 0.02% 451
2023
Q3 		$3.39M Sell
75,951
-504
-0.7% -$25K 0.03% 418
2023
Q2 		$3.96M Buy
76,455
+204
+0.3% +$11.1K 0.03% 405
2023
Q1 		$4.26M Sell
76,251
-1,035
-1% -$60.6K 0.03% 376
2022
Q4 		$4.74M Buy
77,286
+800
+1% +$50.2K 0.04% 354
2022
Q3 		$5.29M Sell
76,486
-975
-1% -$78.7K 0.04% 321
2022
Q2 		$6.18M Sell
77,461
-5,064
-6% -$418K 0.05% 297
2022
Q1 		$7.01M Sell
82,525
-3,761
-4% -$302K 0.05% 315
2021
Q4 		$6.78M Sell
86,286
-2,367
-3% -$178K 0.04% 330
2021
Q3 		$6.47M Sell
88,653
-731
-0.8% -$55.7K 0.04% 344
2021
Q2 		$6.58M Sell
89,384
-2,777
-3% -$214K 0.04% 349
2021
Q1 		$7M Buy
92,161
+4,133
+5% +$300K 0.05% 314
2020
Q4 		$6.62M Sell
88,028
-8,525
-9% -$677K 0.05% 312
2020
Q3 		$7.62M Buy
96,553
+2,015
+2% +$158K 0.07% 257
2020
Q2 		$7.67M Buy
94,538
+9,774
+12% +$784K 0.07% 244
2020
Q1 		$6.12M Sell
84,764
-4,254
-5% -$347K 0.07% 248
2019
Q4 		$7.37M Buy
89,018
+4,256
+5% +$348K 0.06% 275
2019
Q3 		$6.87M Sell
84,762
-480
-0.6% -$37.1K 0.06% 267
2019
Q2 		$6.59M Sell
85,242
-5,734
-6% -$437K 0.06% 205
2019
Q1 		$6.97M Sell
90,976
-1,008
-1% -$73.6K 0.07% 195
2018
Q4 		$6.57M Buy
91,984
+2,541
+3% +$186K 0.07% 197
2018
Q3 		$6.29M Buy
89,443
+182
+0.2% +$12.9K 0.06% 206
2018
Q2 		$6.09M Buy
89,261
+1,585
+2% +$103K 0.06% 222
2018
Q1 		$5.91M Buy
87,676
+6,463
+8% +$477K 0.06% 215
2017
Q4 		$6.58M Buy
81,213
+177
+0.2% +$14.3K 0.06% 211
2017
Q3 		$6.23M Sell
81,036
-206
-0.3% -$16K 0.06% 208
2017
Q2 		$6.23M Sell
81,242
-49
-0.1% -$3.85K 0.07% 201
2017
Q1 		$6.31M Sell
81,291
-1,496
-2% -$113K 0.07% 200
2016
Q4 		$6.34M Sell
82,787
-1,941
-2% -$143K 0.07% 192
2016
Q3 		$6.29M Buy
84,728
+52,524
+163% +$4M 0.08% 198
2016
Q2 		$2.51M Sell
32,204
-289
-0.9% -$21K 0.03% 272
2016
Q1 		$2.44M Sell
32,493
-1,412
-4% -$99.9K 0.03% 263
2015
Q4 		$2.29M Buy
33,905
+10,348
+44% +$715K 0.03% 283
2015
Q3 		$1.66M Sell
23,557
-13,471
-36% -$947K 0.03% 283
2015
Q2 		$2.48M Buy
37,028
+20,890
+129% +$1.47M 0.03% 279
2015
Q1 		$1.14M Sell
16,138
-1,675
-9% -$124K 0.02% 317
2014
Q4 		$1.37M Buy
17,813
+375
+2% +$27.1K 0.02% 295
2014
Q3 		$1.21M Sell
17,438
-300
-2% -$20.7K 0.02% 302
2014
Q2 		$1.27M Buy
17,738
+3,266
+23% +$229K 0.02% 299
2014
Q1 		$1.03M Buy
14,472
+6,104
+73% +$417K 0.02% 309
2013
Q4 		$541K Hold
8,368
– – 0.01% 342
2013
Q3 		$523K Sell
8,368
-20,300
-71% -$1.2M 0.01% 342
2013
Q2 		$1.63M Buy
+28,668
New +$1.68M 0.03% 263

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Silvercrest Asset Management's D Position: Q1 2026 in Review

Silvercrest Asset Management reduced its Dominion Energy (D) stake by 0.18% in Q1 2026, selling an estimated $44.5K and leaving 390,392 shares worth $24.1M. The position accounts for 0.17% of the portfolio, ranked #161.

Silvercrest Asset Management first reported a position in D in Q2 2013 and has held it in 52 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Silvercrest Asset Management held 390,392 shares of Dominion Energy worth $24.1M as of Q1 2026.
  • Silvercrest Asset Management sold 721 Dominion Energy shares in Q1 2026, an estimated $44.5K.
  • Dominion Energy made up 0.17% of Silvercrest Asset Management's portfolio in Q1 2026, its #161 holding.
  • Silvercrest Asset Management first reported a position in Dominion Energy in Q2 2013 and has held it in 52 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.