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Garton & Associates Financial Advisors’s Dominion Energy D Stock Holding History

Garton & Associates Financial Advisors’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
2026
Q1 		– Sell
-306
Closed -$17.9K – 259
2025
Q4 		$17.9K Buy
+306
New +$18.4K 0.01% 678

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Vanguard Portfolio Management
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JP Morgan Chase
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Geode Capital Management
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Garton & Associates Financial Advisors's D Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Dominion Energy (D) in Q1 2026, closing a stake of 306 shares — an estimated $17.9K sold.

Garton & Associates Financial Advisors first reported a position in D in Q4 2025 and held it in 1 quarter. The position peaked at $17.9K in Q4 2025. 1,485 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 306 Dominion Energy shares in Q1 2026, an estimated $17.9K.
  • Garton & Associates Financial Advisors first reported a position in Dominion Energy in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Dominion Energy position peaked at $17.9K in Q4 2025.
  • 1,485 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.