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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
2022
Q1 		– Sell
-4,000
Closed -$314K – 1151
2021
Q4 		$314K Buy
+4,000
New +$301K 0.01% 485

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 Securities Group's D Position: Q1 2026 in Review

Summit Securities Group reduced its Dominion Energy (D) stake by 99% in Q1 2026, selling an estimated $601K and leaving 140 shares worth $8.65K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Summit Securities Group first reported a position in D in Q1 2014 and has held it in 20 quarters since. The position peaked at $2.82M in Q4 2018. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Summit Securities Group held 140 shares of Dominion Energy worth $8.65K as of Q1 2026.
  • Summit Securities Group sold 9,728 Dominion Energy shares in Q1 2026, an estimated $601K.
  • Dominion Energy made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #693 holding.
  • Summit Securities Group first reported a position in Dominion Energy in Q1 2014 and has held it in 20 quarters since.
  • Summit Securities Group's Dominion Energy position peaked at $2.82M in Q4 2018.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.