SF
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$442K Buy
7,819
+3,898
+99% +$220K 0.01% 592
2025
Q1 		$220K Buy
+3,921
New +$220K 0.01% 678