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Summit Trail Advisors’s Dominion Energy D Stock Holding History

Summit Trail Advisors’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 		$2.29M Sell
33,526
-3,446
-9% -$224K 0.03% 523
2026
Q1 		$2.29M Buy
36,972
+7,856
+27% +$485K 0.03% 442
2025
Q4 		$1.71M Sell
29,116
-5,497
-16% -$331K 0.03% 502
2025
Q3 		$2.12M Buy
34,613
+15,516
+81% +$922K 0.03% 418
2025
Q2 		$1.08M Buy
19,097
+3,346
+21% +$183K 0.02% 447
2025
Q1 		$883K Buy
15,751
+5,557
+55% +$306K 0.03% 178
2024
Q4 		$549K Buy
10,194
+4,626
+83% +$264K 0.02% 202
2024
Q3 		$322K Sell
5,568
-836
-13% -$45.7K 0.01% 525
2024
Q2 		$314K Buy
6,404
+1,412
+28% +$71.9K 0.01% 478
2024
Q1 		$246K Sell
4,992
-953
-16% -$44.5K 0.01% 516
2023
Q4 		$279K Sell
5,945
-130
-2% -$5.8K 0.01% 416
2023
Q3 		$271K Buy
6,075
+1,947
+47% +$96.7K 0.01% 402
2023
Q2 		$214K Buy
+4,128
New +$224K 0.01% 472
2022
Q4 		– Sell
-3,297
Closed -$228K – 408
2022
Q3 		$228K Buy
3,297
+691
+27% +$55.8K 0.01% 313
2022
Q2 		$208K Buy
+2,606
New +$215K 0.01% 346
2018
Q3 		– Sell
-1,401
Closed -$96K – 322
2018
Q2 		$96K Sell
1,401
-6,552
-82% -$427K 0.03% 219
2018
Q1 		$235K Sell
7,953
-145
-2% -$10.7K 0.04% 336
2017
Q4 		$630K Buy
+8,098
New +$656K 0.08% 197

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 Trail Advisors's D Position: Q2 2026 in Review

Summit Trail Advisors reduced its Dominion Energy (D) stake by 9.3% in Q2 2026, selling an estimated $224K and leaving 33,526 shares worth $2.29M. The position accounts for 0.03% of the portfolio, ranked #523.

Summit Trail Advisors first reported a position in D in Q4 2017 and has held it in 18 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Summit Trail Advisors held 33,526 shares of Dominion Energy worth $2.29M as of Q2 2026.
  • Summit Trail Advisors sold 3,446 Dominion Energy shares in Q2 2026, an estimated $224K.
  • Dominion Energy made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #523 holding.
  • Summit Trail Advisors first reported a position in Dominion Energy in Q4 2017 and has held it in 18 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.