Summit Financial, LLC
- SEC CIK
- 0001765536
- Latest filing
- Aug 12, 2026
D holding history
Dominion Energy, Inc in every 13F filed by Summit Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
D overviewAll 13F holders of DFull Q2 2026 holdings
- Shares (Q2 2026)
- 13,701
- Value
- $935.7K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 13,701 | $935.7K | <0.1% | +2,621+23.7% | Added | Holders |
| Q1 2026 | 11,080 | $685.0K | <0.1% | +1,555+16.3% | Added | Holders |
| Q4 2025 | 9,525 | $558.1K | <0.1% | +1,591+20.1% | Added | Holders |
| Q3 2025 | 7,934 | $485.3K | <0.1% | +115+1.5% | Added | Holders |
| Q2 2025 | 7,819 | $441.9K | <0.1% | +3,898+99.4% | Added | Holders |
| Q1 2025 | 3,921 | $219.8K | <0.1% | +3,921 | New | Holders |