KWM
D icon

Kassira Wealth Management’s Dominion Energy D Stock Holding History

Kassira 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
Q2 		$2.75M Buy
40,267
+76
+0.2% +$4.94K 2.21% 10
2026
Q1 		$2.48M Buy
40,191
+1,053
+3% +$65K 2.28% 10
2025
Q4 		$2.29M Buy
39,138
+4,170
+12% +$251K 2.18% 13
2025
Q3 		$2.14M Buy
+34,968
New +$2.08M 2.06% 16

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

Kassira Wealth Management's D Position: Q2 2026 in Review

Kassira Wealth Management increased its Dominion Energy (D) stake by 0.19% in Q2 2026, buying an estimated $4.94K and bringing the position to 40,267 shares worth $2.75M. The position accounts for 2.21% of the portfolio, ranked #10.

Kassira Wealth Management first reported a position in D in Q3 2025 and has held it in 4 quarters since. 1,548 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Kassira Wealth Management held 40,267 shares of Dominion Energy worth $2.75M as of Q2 2026.
  • Kassira Wealth Management bought 76 Dominion Energy shares in Q2 2026, an estimated $4.94K.
  • Dominion Energy made up 2.21% of Kassira Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Kassira Wealth Management first reported a position in Dominion Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,548 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Kassira Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.