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Summit Financial Group’s Dominion Energy D Stock Holding History

Summit Financial Group’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
2024
Q1 		$308K Sell
6,252
-216
-3% -$10.1K 0.11% 154
2023
Q4 		$304K Sell
6,468
-78
-1% -$3.48K 0.12% 151
2023
Q3 		$292K Sell
6,546
-202
-3% -$10K 0.12% 150
2023
Q2 		$349K Sell
6,748
-443
-6% -$24.1K 0.14% 142
2023
Q1 		$402K Hold
7,191
– – 0.15% 136
2022
Q4 		$441K Sell
7,191
-355
-5% -$22.3K 0.17% 130
2022
Q3 		$521K Sell
7,546
-411
-5% -$33.2K 0.22% 113
2022
Q2 		$635K Sell
7,957
-78
-1% -$6.44K 0.25% 105
2022
Q1 		$683K Hold
8,035
– – 0.23% 106
2021
Q4 		$632K Hold
8,035
– – 0.21% 114
2021
Q3 		$587K Hold
8,035
– – 0.21% 116
2021
Q2 		$591K Buy
8,035
+849
+12% +$65.5K 0.22% 109
2021
Q1 		$546K Sell
7,186
-702
-9% -$51K 0.23% 104
2020
Q4 		$594K Buy
7,888
+1,420
+22% +$113K 0.26% 91
2020
Q3 		$511K Sell
6,468
-119
-2% -$9.35K 0.25% 90
2020
Q2 		$535K Sell
6,587
-35
-0.5% -$2.81K 0.28% 83
2020
Q1 		$478K Sell
6,622
-35
-0.5% -$2.86K 0.29% 80
2019
Q4 		$551K Sell
6,657
-424
-6% -$34.6K 0.26% 88
2019
Q3 		$574K Sell
7,081
-1,335
-16% -$103K 0.29% 86
2019
Q2 		$651K Sell
8,416
-286
-3% -$21.8K 0.29% 82
2019
Q1 		$667K Sell
8,702
-713
-8% -$52.1K 0.52% 58
2018
Q4 		$672K Sell
9,415
-399
-4% -$29.2K 0.57% 57
2018
Q3 		$689K Sell
9,814
-6,182
-39% -$438K 0.51% 60
2018
Q2 		$1.09M Sell
15,996
-1,313
-8% -$85.5K 0.85% 37
2018
Q1 		$1.17M Buy
17,309
+648
+4% +$47.9K 0.91% 35
2017
Q4 		$1.35M Sell
16,661
-416
-2% -$33.7K 1.1% 28
2017
Q3 		$1.31M Buy
17,077
+835
+5% +$64.9K 1.09% 29
2017
Q2 		$1.25M Buy
+16,242
New +$1.28M 1.08% 29

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Financial Group's D Position: Q1 2024 in Review

Summit Financial Group reduced its Dominion Energy (D) stake by 3.3% in Q1 2024, selling an estimated $10.1K and leaving 6,252 shares worth $308K. The position accounts for 0.11% of the portfolio, ranked #154.

Summit Financial Group first reported a position in D in Q2 2017 and has held it in 28 quarters since. The position peaked at $1.35M in Q4 2017. 1,223 funds tracked by Wall St. Rank hold D as of Q1 2024.

  • Summit Financial Group held 6,252 shares of Dominion Energy worth $308K as of Q1 2024.
  • Summit Financial Group sold 216 Dominion Energy shares in Q1 2024, an estimated $10.1K.
  • Dominion Energy made up 0.11% of Summit Financial Group's portfolio in Q1 2024, its #154 holding.
  • Summit Financial Group first reported a position in Dominion Energy in Q2 2017 and has held it in 28 quarters since.
  • Summit Financial Group's Dominion Energy position peaked at $1.35M in Q4 2017.
  • 1,223 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.