SWG
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Summit Wealth Group’s Dominion Energy D Stock Holding History

Summit Wealth 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
2023
Q2 		– Sell
-27,116
Closed – – 119
2023
Q1 		$0 Buy
+27,116
New +$1.59M ﹤0.01% 177
2021
Q3 		– Sell
-137
Closed -$10K – 89
2021
Q2 		$10K Hold
137
– – 0.01% 103
2021
Q1 		$10K Buy
+137
New +$9.95K 0.02% 99

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Wealth Group's D Position: Q2 2023 in Review

Summit Wealth Group sold out of Dominion Energy (D) in Q2 2023, closing a stake of 27,116 shares.

Summit Wealth Group first reported a position in D in Q1 2021 and held it in 3 quarters. The position peaked at $10K in Q2 2021. 1,282 funds tracked by Wall St. Rank hold D as of Q2 2023.

  • Summit Wealth Group reported no remaining Dominion Energy position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 27,116 Dominion Energy shares in Q2 2023.
  • Summit Wealth Group first reported a position in Dominion Energy in Q1 2021 and held it in 3 quarters.
  • Summit Wealth Group's Dominion Energy position peaked at $10K in Q2 2021.
  • 1,282 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.