WWA
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Wingate Wealth Advisors’s Dominion Energy D Stock Holding History

Wingate Wealth 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
2025
Q1 		– Sell
-400
Closed -$21.5K – 176
2024
Q4 		$21.5K Buy
+400
New +$22.8K 0.02% 278

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Wingate Wealth Advisors's D Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Dominion Energy (D) in Q1 2025, closing a stake of 400 shares — an estimated $21.5K sold.

Wingate Wealth Advisors first reported a position in D in Q4 2024 and held it in 1 quarter. The position peaked at $21.5K in Q4 2024. 1,403 funds tracked by Wall St. Rank hold D as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Dominion Energy position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 400 Dominion Energy shares in Q1 2025, an estimated $21.5K.
  • Wingate Wealth Advisors first reported a position in Dominion Energy in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Dominion Energy position peaked at $21.5K in Q4 2024.
  • 1,403 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.