CCAM
D icon

Cascades Capital Asset Management’s Dominion Energy D Stock Holding History

Cascades Capital 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
Q2 		$204K Hold
2,990
– – 0.08% 130
2026
Q1 		$185K Sell
2,990
-267
-8% -$16.5K 0.08% 134
2025
Q4 		$191K Sell
3,257
-158
-5% -$9.52K 0.08% 128
2025
Q3 		$209K Buy
3,415
+200
+6% +$11.9K 0.09% 124
2025
Q2 		$182K Hold
3,215
– – 0.09% 118
2025
Q1 		$180K Buy
+3,215
New +$177K 0.1% 114

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

Cascades Capital Asset Management's D Position: Q2 2026 in Review

Cascades Capital Asset Management held its Dominion Energy (D) position steady in Q2 2026 at 2,990 shares worth $204K. The position accounts for 0.08% of the portfolio, ranked #130.

Cascades Capital Asset Management first reported a position in D in Q1 2025 and has held it in 6 quarters since. The position peaked at $209K in Q3 2025. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Cascades Capital Asset Management held 2,990 shares of Dominion Energy worth $204K as of Q2 2026.
  • Cascades Capital Asset Management left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up 0.08% of Cascades Capital Asset Management's portfolio in Q2 2026, its #130 holding.
  • Cascades Capital Asset Management first reported a position in Dominion Energy in Q1 2025 and has held it in 6 quarters since.
  • Cascades Capital Asset Management's Dominion Energy position peaked at $209K in Q3 2025.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.