SGI
D icon

Summit Global Investments’s Dominion Energy D Stock Holding History

Summit Global Investments’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
2025
Q3 		– Sell
-49,416
Closed -$2.79M – 482
2025
Q2 		$2.79M Buy
49,416
+830
+2% +$45.5K 0.16% 92
2025
Q1 		$2.72M Buy
+48,586
New +$2.67M 0.2% 73
2022
Q4 		– Sell
-5,282
Closed -$365K – 464
2022
Q3 		$365K Buy
5,282
+1,384
+36% +$112K 0.03% 373
2022
Q2 		$311K Sell
3,898
-116
-3% -$9.58K 0.03% 392
2022
Q1 		$341K Sell
4,014
-18,509
-82% -$1.49M 0.03% 388
2021
Q4 		$1.77M Sell
22,523
-21,794
-49% -$1.64M 0.11% 157
2021
Q3 		$3.24M Sell
44,317
-31,878
-42% -$2.43M 0.24% 90
2021
Q2 		$5.61M Buy
76,195
+26,788
+54% +$2.07M 0.34% 63
2021
Q1 		$3.75M Buy
49,407
+4,446
+10% +$323K 0.24% 80
2020
Q4 		$3.38M Buy
44,961
+41,484
+1,193% +$3.3M 0.34% 69
2020
Q3 		$274K Buy
3,477
+919
+36% +$72.2K 0.03% 224
2020
Q2 		$208K Buy
+2,558
New +$205K 0.02% 229
2018
Q1 		– Sell
-15,336
Closed -$1.24M – 283
2017
Q4 		$1.24M Sell
15,336
-12,235
-44% -$991K 0.19% 81
2017
Q3 		$2.12M Buy
27,571
+14,247
+107% +$1.11M 0.33% 63
2017
Q2 		$1.02M Sell
13,324
-3,048
-19% -$240K 0.31% 67
2017
Q1 		$1.27M Sell
16,372
-227
-1% -$17.2K 0.41% 65
2016
Q4 		$1.27M Buy
+16,599
New +$1.22M 0.46% 63

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Global Investments's D Position: Q3 2025 in Review

Summit Global Investments sold out of Dominion Energy (D) in Q3 2025, closing a stake of 49,416 shares — an estimated $2.79M sold.

Summit Global Investments first reported a position in D in Q4 2016 and held it in 17 quarters. The position peaked at $5.61M in Q2 2021. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

  • Summit Global Investments reported no remaining Dominion Energy position as of Q3 2025 after selling out during the quarter.
  • Summit Global Investments sold 49,416 Dominion Energy shares in Q3 2025, an estimated $2.79M.
  • Summit Global Investments first reported a position in Dominion Energy in Q4 2016 and held it in 17 quarters.
  • Summit Global Investments's Dominion Energy position peaked at $5.61M in Q2 2021.
  • 1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.