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Summit Wealth Group (Colorado)’s Dominion Energy D Stock Holding History

Summit Wealth Group (Colorado)’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 		$348K Buy
5,094
+601
+13% +$39.1K 0.03% 278
2026
Q1 		$278K Buy
4,493
+210
+5% +$13K 0.03% 274
2025
Q4 		$251K Buy
+4,283
New +$258K 0.03% 236
2025
Q3 		– Sell
-4,047
Closed -$229K – 297
2025
Q2 		$229K Buy
+4,047
New +$222K 0.06% 217

Other funds holding D

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Summit Wealth Group (Colorado)'s D Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Dominion Energy (D) stake by 13% in Q2 2026, buying an estimated $39.1K and bringing the position to 5,094 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #278.

Summit Wealth Group (Colorado) first reported a position in D in Q2 2025 and has held it in 4 quarters since. 639 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Summit Wealth Group (Colorado) held 5,094 shares of Dominion Energy worth $348K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 601 Dominion Energy shares in Q2 2026, an estimated $39.1K.
  • Dominion Energy made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #278 holding.
  • Summit Wealth Group (Colorado) first reported a position in Dominion Energy in Q2 2025 and has held it in 4 quarters since.
  • 639 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.