SUMMIT WEALTH GROUP LLC / CO

Position in D — Dominion Energy, Inc

CIK 2081278 COLORADO SPRINGS, CO

Position in D

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$347,869

+$70,112 QoQ

Shares Held

5,094

+13.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#973

of 1,537 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Utilities · as of Jun 30, 2026

SUMMIT WEALTH GROUP LLC / CO holds $2,628,721 across 6 Utilities - Regulated Electric names. D ranks #4 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	7,444	$712,465
2	NEE	Nextera Energy Inc	6,359	$558,129
3	IDA	Idacorp Inc	2,394	$362,212
4	D	Dominion Energy, Inc This page	5,094	$347,869
5	DUK	Duke Energy CORP	2,598	$328,854
6	XEL	Xcel Energy Inc	3,975	$319,192

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$347,869	5,094	+13.4%	Shares	Sole	2026-07-28
2026-03-31	$277,757	4,493	+4.9%	Shares	Sole	2026-04-23
2025-12-31	$250,940	4,283	+5.8%	Shares	Sole	2026-02-04
2025-06-30	$228,736	4,047	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.