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Dominion Resources shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Dominion Resources (D) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Dominion Resources

Tip: Access up to 7 years of quarterly data

All positions including Dominion Resources held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dominion Resources by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $251k 4.3k 58.59
2025-06-30 $229k 4.0k 56.52

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Dominion Resources

Vanguard Group
BlackRock
Capital Research Global Investors
State Street Corporation
Wellington Management Company
Massachusetts Financial Services
Jpmorgan Chase & Co
Dodge & Cox
Geode Capital Management
Bank of New York Mellon
Invesco
Norges Bank Investment Management
Hotchkis and Wiley Capital Management
Canada Pension Plan Investment Board
Franklin Resources

View all funds holding Dominion Resources