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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
Q2 		$936K Buy
13,701
+2,621
+24% +$170K 0.01% 860
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

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Financial's D Position: Q2 2026 in Review

Summit Financial increased its Dominion Energy (D) stake by 24% in Q2 2026, buying an estimated $170K and bringing the position to 13,701 shares worth $936K. The position accounts for 0.01% of the portfolio, ranked #860.

Summit Financial first reported a position in D in Q1 2025 and has held it in 6 quarters since. 1,552 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Summit Financial held 13,701 shares of Dominion Energy worth $936K as of Q2 2026.
  • Summit Financial bought 2,621 Dominion Energy shares in Q2 2026, an estimated $170K.
  • Dominion Energy made up 0.01% of Summit Financial's portfolio in Q2 2026, its #860 holding.
  • Summit Financial first reported a position in Dominion Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,552 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.