Wingate Wealth Advisors’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-400
Closed -$21.5K 176
2024
Q4
$21.5K Buy
+400
New +$21.5K 0.02% 278