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Cassaday & Co Wealth Management’s Dominion Energy D Stock Holding History

Cassaday & Co 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
2026
Q1 		$1.85M Buy
29,863
+2,022
+7% +$125K 0.04% 98
2025
Q4 		$1.63M Sell
27,841
-687
-2% -$41.4K 0.03% 103
2025
Q3 		$1.75M Buy
28,528
+1,489
+6% +$88.5K 0.04% 99
2025
Q2 		$1.53M Buy
27,039
+550
+2% +$30.1K 0.04% 97
2025
Q1 		$1.49M Sell
26,489
-119
-0.4% -$6.54K 0.04% 90
2024
Q4 		$1.43M Sell
26,608
-1,642
-6% -$93.7K 0.04% 88
2024
Q3 		$1.63M Sell
28,250
-1,710
-6% -$93.4K 0.05% 82
2024
Q2 		$1.47M Sell
29,960
-536
-2% -$27.3K 0.05% 84
2024
Q1 		$1.5M Sell
30,496
-2,080
-6% -$97.2K 0.05% 81
2023
Q4 		$1.53M Sell
32,576
-6
-0% -$268 0.05% 73
2023
Q3 		$1.46M Sell
32,582
-1,516
-4% -$75.3K 0.06% 69
2023
Q2 		$1.77M Sell
34,098
-683
-2% -$37.1K 0.07% 59
2023
Q1 		$1.94M Sell
34,781
-202
-0.6% -$11.8K 0.08% 51
2022
Q4 		$2.15M Buy
+34,983
New +$2.2M 0.1% 49

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

Cassaday & Co Wealth Management's D Position: Q1 2026 in Review

Cassaday & Co Wealth Management increased its Dominion Energy (D) stake by 7.3% in Q1 2026, buying an estimated $125K and bringing the position to 29,863 shares worth $1.85M. The position accounts for 0.04% of the portfolio, ranked #98.

Cassaday & Co Wealth Management first reported a position in D in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.15M in Q4 2022. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Cassaday & Co Wealth Management held 29,863 shares of Dominion Energy worth $1.85M as of Q1 2026.
  • Cassaday & Co Wealth Management bought 2,022 Dominion Energy shares in Q1 2026, an estimated $125K.
  • Dominion Energy made up 0.04% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #98 holding.
  • Cassaday & Co Wealth Management first reported a position in Dominion Energy in Q4 2022 and has held it in 14 quarters since.
  • Cassaday & Co Wealth Management's Dominion Energy position peaked at $2.15M in Q4 2022.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.