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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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.