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
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

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

Cascades Capital Asset Management's D Position: Q1 2026 in Review

Cascades Capital Asset Management reduced its Dominion Energy (D) stake by 8.2% in Q1 2026, selling an estimated $16.5K and leaving 2,990 shares worth $185K. The position accounts for 0.08% of the portfolio, ranked #134.

Cascades Capital Asset Management first reported a position in D in Q1 2025 and has held it in 5 quarters since. The position peaked at $209K in Q3 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Cascades Capital Asset Management held 2,990 shares of Dominion Energy worth $185K as of Q1 2026.
  • Cascades Capital Asset Management sold 267 Dominion Energy shares in Q1 2026, an estimated $16.5K.
  • Dominion Energy made up 0.08% of Cascades Capital Asset Management's portfolio in Q1 2026, its #134 holding.
  • Cascades Capital Asset Management first reported a position in Dominion Energy in Q1 2025 and has held it in 5 quarters since.
  • Cascades Capital Asset Management's Dominion Energy position peaked at $209K in Q3 2025.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

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