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Kassira Wealth Management LLC → D
Kassira Wealth Management LLC D Position History
Dominion Energy, Inc. • Utilities
Quarters held
5
Latest value
$2.4M
Q3 2026
Peak value
$2.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.1M |
| Q4 2025 | $2.3M |
| Q1 2026 | $2.5M |
| Q2 2026 | $2.7M |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 40.3K | — | — |
| Q2 2026 | $2.7M | 40.3K | — | — |
| Q1 2026 | $2.5M | 40.2K | — | — |
| Q4 2025 | $2.3M | 39.1K | — | — |
| Q3 2025 | $2.1M | 35.0K | — | — |
Other funds holding D
$5.8B
$5.7B
$4.9B
$3.5B
$3.5B
$2.9B