Position in D
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,749,833
+$265,226 QoQ
Shares Held
40,267
+0.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
3.63%
of 13F equity value
Holder Rank
#383
of 1,533 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Kassira Wealth Management LLC holds $3,438,681 across 2 Utilities - Regulated Electric names. D ranks #1 (80.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
This page
|
40,267 | $2,749,833 | |
| 2 | DUK |
Duke Energy CORP
|
5,442 | $688,848 |
All Filings in D
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,749,833 | 40,267 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,484,607 | 40,191 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,293,095 | 39,138 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,138,992 | 34,968 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||