Guardian Wealth Advisors (North Carolina)’s Dominion Energy D Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-8,043	Closed	-$471K	–	618
2025 Q4	$471K	Buy	8,043 +103	+1%	+$6.21K	0.03%	222
2025 Q3	$486K	Buy	7,940 +269	+4%	+$16K	0.03%	212
2025 Q2	$434K	Buy	7,671 +134	+2%	+$7.34K	0.03%	213
2025 Q1	$423K	Buy	+7,537	New	+$415K	0.03%	206

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s D Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Dominion Energy (D) in Q1 2026, closing a stake of 8,043 shares — an estimated $471K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in D in Q1 2025 and held it in 4 quarters. The position peaked at $486K in Q3 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 8,043 Dominion Energy shares in Q1 2026, an estimated $471K.
Guardian Wealth Advisors (North Carolina) first reported a position in Dominion Energy in Q1 2025 and held it in 4 quarters.
Guardian Wealth Advisors (North Carolina)'s Dominion Energy position peaked at $486K in Q3 2025.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.