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Summit Financial’s Dominion Energy D Stock Holding History

Summit Financial’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 		$685K Buy
11,080
+1,555
+16% +$96K 0.01% 905
2025
Q4 		$558K Buy
9,525
+1,591
+20% +$95.8K 0.01% 860
2025
Q3 		$485K Buy
7,934
+115
+1% +$6.84K 0.01% 890
2025
Q2 		$442K Buy
7,819
+3,898
+99% +$214K 0.01% 592
2025
Q1 		$220K Buy
+3,921
New +$216K 0.01% 678

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

Summit Financial's D Position: Q1 2026 in Review

Summit Financial increased its Dominion Energy (D) stake by 16% in Q1 2026, buying an estimated $96K and bringing the position to 11,080 shares worth $685K. The position accounts for 0.01% of the portfolio, ranked #905.

Summit Financial first reported a position in D in Q1 2025 and has held it in 5 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Summit Financial held 11,080 shares of Dominion Energy worth $685K as of Q1 2026.
  • Summit Financial bought 1,555 Dominion Energy shares in Q1 2026, an estimated $96K.
  • Dominion Energy made up 0.01% of Summit Financial's portfolio in Q1 2026, its #905 holding.
  • Summit Financial first reported a position in Dominion Energy in Q1 2025 and has held it in 5 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.