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Summit Securities Group’s Dominion Energy D Stock Holding History

Summit Securities 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
2026
Q2 		$119K Buy
1,740
+1,600
+1,143% +$104K 0.01% 353
2026
Q1 		$8.65K Sell
140
-9,728
-99% -$601K ﹤0.01% 693
2025
Q4 		$578K Buy
9,868
+6,897
+232% +$416K 0.08% 185
2025
Q3 		$182K Buy
2,971
+1,497
+102% +$89K 0.04% 281
2025
Q2 		$83.3K Sell
1,474
-226
-13% -$12.4K 0.02% 400
2025
Q1 		$95.3K Sell
1,700
-3,900
-70% -$215K 0.01% 243
2024
Q4 		$302K Buy
5,600
+5,500
+5,500% +$314K 0.06% 164
2024
Q3 		$6K Sell
100
-19,700
-99% -$1.08M ﹤0.01% 417
2024
Q2 		$970K Buy
+19,800
New +$1.01M 0.18% 70
2024
Q1 		– Sell
-88
Closed -$4K – 554
2023
Q4 		$4K Buy
+88
New +$3.93K ﹤0.01% 574
2023
Q3 		– Sell
-1,093
Closed -$57K – 661
2023
Q2 		$57K Sell
1,093
-544
-33% -$29.6K 0.01% 386
2023
Q1 		$92K Buy
1,637
+795
+94% +$46.5K 0.01% 311
2022
Q4 		$52K Sell
842
-6,222
-88% -$391K ﹤0.01% 707
2022
Q3 		$488K Buy
7,064
+5,368
+317% +$433K 0.04% 253
2022
Q2 		$135K Buy
1,696
+564
+50% +$46.6K 0.02% 365
2022
Q1 		$96K Buy
+1,132
New +$90.9K 0.01% 512
2020
Q3 		– Sell
-5,000
Closed -$406K – 398
2020
Q2 		$406K Buy
+5,000
New +$401K 0.05% 263
2020
Q1 		– Sell
-2,600
Closed -$215K – 330
2019
Q4 		$215K Buy
+2,600
New +$212K 0.02% 395
2019
Q1 		– Sell
-39,500
Closed -$2.82M – 231
2018
Q4 		$2.82M Buy
+39,500
New +$2.89M 0.24% 64
2014
Q3 		– Sell
-1,100
Closed -$79K – 720
2014
Q2 		$79K Buy
1,100
+200
+22% +$14K 0.03% 257
2014
Q1 		$64K Buy
+900
New +$61.5K 0.04% 168

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 Securities Group's D Position: Q2 2026 in Review

Summit Securities Group increased its Dominion Energy (D) stake by 1,143% in Q2 2026, buying an estimated $104K and bringing the position to 1,740 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #353.

Summit Securities Group first reported a position in D in Q1 2014 and has held it in 21 quarters since. The position peaked at $2.82M in Q4 2018. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Summit Securities Group held 1,740 shares of Dominion Energy worth $119K as of Q2 2026.
  • Summit Securities Group bought 1,600 Dominion Energy shares in Q2 2026, an estimated $104K.
  • Dominion Energy made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #353 holding.
  • Summit Securities Group first reported a position in Dominion Energy in Q1 2014 and has held it in 21 quarters since.
  • Summit Securities Group's Dominion Energy position peaked at $2.82M in Q4 2018.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.