CPWM
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Cypress Point Wealth Management’s Dominion Energy D Stock Holding History

Cypress Point Wealth Management’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
Q2 		$368K Buy
+5,389
New +$350K 0.07% 92
2021
Q1 		– Sell
-7,365
Closed -$554K – 129
2020
Q4 		$554K Buy
+7,365
New +$585K 0.84% 40

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Cypress Point Wealth Management's D Position: Q2 2026 in Review

Cypress Point Wealth Management opened a new position in Dominion Energy (D) in Q2 2026: 5,389 shares worth $368K. The stake represents 0.07% of the portfolio and ranks #92 among its holdings. This is a return to the name: Cypress Point Wealth Management previously reported a position in D as recently as Q4 2020.

Cypress Point Wealth Management first reported a position in D in Q4 2020 and has held it in 2 quarters since. The position peaked at $554K in Q4 2020. 541 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Cypress Point Wealth Management held 5,389 shares of Dominion Energy worth $368K as of Q2 2026.
  • Dominion Energy was a new Cypress Point Wealth Management position in Q2 2026.
  • Dominion Energy made up 0.07% of Cypress Point Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Cypress Point Wealth Management first reported a position in Dominion Energy in Q4 2020 and has held it in 2 quarters since.
  • Cypress Point Wealth Management's Dominion Energy position peaked at $554K in Q4 2020.
  • 541 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.