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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

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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. 1,551 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.
  • 1,551 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.