SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in D — Dominion Energy, Inc
CIK 1531593
NEW YORK, NY
Position in D
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$118,824
+$110,170 QoQ
Shares Held
1,740
+1142.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,256
of 1,537 holders
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Derivatives in D
reported options exposure · as of Mar 31, 2022CallValue
$0
CallShares
0
PutValue
$16,994
PutShares
200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $40,445,507 across 23 Utilities - Regulated Electric names. D ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
435,283 | $38,204,788 | |
| 2 | EXC |
Exelon Corp
|
10,000 | $466,200 | |
| 3 | AEE |
Ameren Corp
|
2,747 | $310,520 | |
| 4 | CNP |
Centerpoint Energy Inc
|
6,412 | $282,384 | |
| 5 | EIX |
Edison International
|
2,986 | $222,307 | |
| 6 | DUK |
Duke Energy CORP
|
1,481 | $187,464 | |
| 7 | ED |
Consolidated Edison Inc
|
1,313 | $145,257 | |
| 8 | PCG |
PG&E Corp
|
8,592 | $144,517 |
All Filings in D
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $118,824 | 1,740 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $8,654 | 140 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $578,166 | 9,868 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $181,736 | 2,971 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $83,310 | 1,474 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $95,319 | 1,700 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $301,616 | 5,600 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,779 | 100 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $970,200 | 19,800 | Shares | Sole | 2024-07-26 | |
| 2023-12-31 | $4,136 | 88 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $56,606 | 1,093 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $91,524 | 1,637 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $51,631 | 842 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $488,193 | 7,064 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $135,357 | 1,696 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $16,994 | 200 | Put | Sole | 2022-05-11 | |
| 2022-03-31 | $96,186 | 1,132 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $314,240 | 4,000 | Call | Sole | 2022-01-18 | |
| 2021-12-31 | $353,520 | 4,500 | Put | Sole | 2022-01-18 | |
| 2020-06-30 | $405,900 | 5,000 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||