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Garde Capital’s Dominion Energy D Stock Holding History

Garde Capital’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-242
Closed -$13.7K – 384
2025
Q2 		$13.7K Hold
242
– – ﹤0.01% 479
2025
Q1 		$13.6K Buy
+242
New +$13.3K ﹤0.01% 463
2023
Q3 		– Sell
-8,400
Closed -$435K – 262
2023
Q2 		$435K Buy
+8,400
New +$457K 0.04% 157

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Garde Capital's D Position: Q3 2025 in Review

Garde Capital sold out of Dominion Energy (D) in Q3 2025, closing a stake of 242 shares — an estimated $13.7K sold.

Garde Capital first reported a position in D in Q2 2023 and held it in 3 quarters. The position peaked at $435K in Q2 2023. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

  • Garde Capital reported no remaining Dominion Energy position as of Q3 2025 after selling out during the quarter.
  • Garde Capital sold 242 Dominion Energy shares in Q3 2025, an estimated $13.7K.
  • Garde Capital first reported a position in Dominion Energy in Q2 2023 and held it in 3 quarters.
  • Garde Capital's Dominion Energy position peaked at $435K in Q2 2023.
  • 1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.