Summit Asset Management, LLC

Position in D — Dominion Energy, Inc

CIK 1509974 MEMPHIS, TN

Position in D

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$217,776

+$6,448 QoQ

Shares Held

3,189

-14.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,177

of 1,533 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Summit Asset Management, LLC holds $3,287,073 across 6 Utilities - Regulated Electric names. D ranks #6 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	13,848	$1,215,438
2	SO	Southern Co	7,100	$679,541
3	DUK	Duke Energy CORP	3,477	$440,118
4	ETR	Entergy Corp /De/	3,510	$403,158
5	WEC	Wec Energy Group, Inc.	2,835	$331,042
6	D	Dominion Energy, Inc This page	3,189	$217,776

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$217,776	3,189	-14.7%	Shares	Sole	2026-08-06
2025-06-30	$211,328	3,739	-24.5%	Shares	Sole	2025-08-07
2025-03-31	$277,770	4,954	-1.8%	Shares	Sole	2025-05-06
2024-12-31	$271,669	5,044	-7.1%	Shares	Sole	2025-02-04
2024-09-30	$313,799	5,430	-5.2%	Shares	Sole	2024-11-06
2024-06-30	$280,770	5,730	+16.3%	Shares	Sole	2024-08-05
2024-03-31	$242,309	4,926	0.0%	Shares	Sole	2024-05-06
2023-12-31	$231,522	4,926	-23.9%	Shares	Sole	2024-02-06
2023-09-30	$289,282	6,476	+4.9%	Shares	Sole	2023-11-06
2023-06-30	$319,855	6,176	0.0%	Shares	Sole	2023-08-07
2023-03-31	$345,300	6,176	-6.9%	Shares	Sole	2023-05-12
2022-12-31	$406,674	6,632	+7.3%	Shares	Sole	2023-02-13
2022-09-30	$427,238	6,182	0.0%	Shares	Sole	2022-11-07
2022-06-30	$493,385	6,182	0.0%	Shares	Sole	2022-08-10
2022-03-31	$525,284	6,182	0.0%	Shares	Sole	2022-05-09
2021-12-31	$485,657	6,182	+3.8%	Shares	Sole	2022-02-11
2021-09-30	$435,053	5,958	+0.1%	Shares	Sole	2021-11-08
2021-06-30	$437,888	5,952	+5.3%	Shares	Sole	2021-08-06
2021-03-31	$429,325	5,652	+8.0%	Shares	Sole	2021-05-07
2020-12-31	$393,446	5,232	0.0%	Shares	Sole	2021-02-09
2020-09-30	$412,961	5,232	+54.7%	Shares	Sole	2020-11-06
2020-06-30	$274,550	3,382	+1.0%	Shares	Sole	2020-08-07
2020-03-31	$241,619	3,347	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.