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Cypress Capital Management (Delaware)’s Dominion Energy D Stock Holding History

Cypress Capital Management (Delaware)’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
2022
Q4 		– Sell
-125,489
Closed -$8.67M – 44
2022
Q3 		$8.67M Sell
125,489
-18,305
-13% -$1.48M 1.61% 19
2022
Q2 		$11.5M Sell
143,794
-690
-0.5% -$57K 1.71% 17
2022
Q1 		$12.3M Sell
144,484
-1,295
-0.9% -$104K 1.54% 19
2021
Q4 		$11.5M Sell
145,779
-39
-0% -$2.93K 1.3% 26
2021
Q3 		$10.7M Hold
145,818
– – 1.42% 25
2021
Q2 		$10.7M Sell
145,818
-3,008
-2% -$232K 1.42% 25
2021
Q1 		$11.3M Sell
148,826
-6,519
-4% -$474K 1.56% 19
2020
Q4 		$11.7M Buy
155,345
+15
+0% +$1.19K 1.59% 21
2020
Q3 		$12.3M Sell
155,330
-28,715
-16% -$2.26M 1.88% 15
2020
Q2 		$14.9M Buy
184,045
+12,175
+7% +$976K 2.44% 8
2020
Q1 		$12.4M Sell
171,870
-2,460
-1% -$201K 2.44% 9
2019
Q4 		$14.4M Sell
174,330
-1,451
-0.8% -$119K 2.21% 12
2019
Q3 		$14.2M Buy
175,781
+20,631
+13% +$1.6M 2.33% 9
2019
Q2 		$12M Buy
155,150
+2,250
+1% +$171K 2.08% 13
2019
Q1 		$11.7M Buy
152,900
+1,675
+1% +$122K 2.17% 15
2018
Q4 		$10.8M Buy
151,225
+1,050
+0.7% +$76.7K 2.23% 12
2018
Q3 		$10.6M Sell
150,175
-465
-0.3% -$32.9K 1.85% 23
2018
Q2 		$10.3M Buy
+150,640
New +$9.81M 1.96% 22

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cypress Capital Management (Delaware)'s D Position: Q4 2022 in Review

Cypress Capital Management (Delaware) sold out of Dominion Energy (D) in Q4 2022, closing a stake of 125,489 shares — an estimated $8.67M sold.

Cypress Capital Management (Delaware) first reported a position in D in Q2 2018 and held it in 18 quarters. The position peaked at $14.9M in Q2 2020. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

  • Cypress Capital Management (Delaware) reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
  • Cypress Capital Management (Delaware) sold 125,489 Dominion Energy shares in Q4 2022, an estimated $8.67M.
  • Cypress Capital Management (Delaware) first reported a position in Dominion Energy in Q2 2018 and held it in 18 quarters.
  • Cypress Capital Management (Delaware)'s Dominion Energy position peaked at $14.9M in Q2 2020.
  • 1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Cypress Capital Management (Delaware)'s 13F filing for Q4 2022.