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 Q1	–	Sell	-8,500	Closed	-$498K	–	1119
2025 Q4	$498K	Buy	+8,500	New	+$512K	0.06%	195
2022 Q2	–	Sell	-200	Closed	-$17K	–	1003
2022 Q1	$17K	Sell	200 -4,300	-96%	-$345K	﹤0.01%	740
2021 Q4	$354K	Buy	+4,500	New	+$339K	0.02%	452
2019 Q1	–	Sell	-358	Closed	-$2.56M	–	232
2018 Q4	$2.56M	Buy	+358	New	+$26.2K	0.22%	74

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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.