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Cypress Wealth Services’s Dominion Energy D Stock Holding History

Cypress Wealth Services’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
2023
Q2 		– Sell
-3,730
Closed -$209K – 249
2023
Q1 		$209K Sell
3,730
-167
-4% -$9.77K 0.06% 226
2022
Q4 		$239K Sell
3,897
-670
-15% -$42.1K 0.08% 205
2022
Q3 		$294K Sell
4,567
-832
-15% -$67.2K 0.1% 172
2022
Q2 		$431K Buy
5,399
+914
+20% +$75.5K 0.14% 130
2022
Q1 		$381K Buy
4,485
+504
+13% +$40.5K 0.1% 149
2021
Q4 		$313K Buy
3,981
+104
+3% +$7.83K 0.09% 172
2021
Q3 		$283K Sell
3,877
-1,234
-24% -$94.1K 0.08% 180
2021
Q2 		$376K Buy
5,111
+119
+2% +$9.19K 0.1% 171
2021
Q1 		$379K Sell
4,992
-995
-17% -$72.3K 0.08% 187
2020
Q4 		$450K Buy
+5,987
New +$476K 0.1% 161
2020
Q3 		– Sell
-6,514
Closed -$512K – 307
2020
Q2 		$529K Buy
6,514
+451
+7% +$36.2K 0.13% 143
2020
Q1 		$438K Buy
6,063
+379
+7% +$30.9K 0.13% 136
2019
Q4 		$471K Sell
5,684
-406
-7% -$33.2K 0.12% 138
2019
Q3 		$494K Buy
6,090
+28
+0.5% +$2.17K 0.14% 132
2019
Q2 		$469K Buy
6,062
+896
+17% +$68.3K 0.14% 135
2019
Q1 		$396K Sell
5,166
-1,002
-16% -$73.2K 0.13% 143
2018
Q4 		$441K Buy
6,168
+479
+8% +$35K 0.17% 118
2018
Q3 		$400K Buy
5,689
+100
+2% +$7.08K 0.14% 139
2018
Q2 		$381K Sell
5,589
-968
-15% -$63K 0.14% 139
2018
Q1 		$442K Sell
6,557
-642
-9% -$47.4K 0.19% 111
2017
Q4 		$584K Buy
+7,199
New +$583K 0.24% 100

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cypress Wealth Services's D Position: Q2 2023 in Review

Cypress Wealth Services sold out of Dominion Energy (D) in Q2 2023, closing a stake of 3,730 shares — an estimated $209K sold.

Cypress Wealth Services first reported a position in D in Q4 2017 and held it in 21 quarters. The position peaked at $584K in Q4 2017. 1,282 funds tracked by Wall St. Rank hold D as of Q2 2023.

  • Cypress Wealth Services reported no remaining Dominion Energy position as of Q2 2023 after selling out during the quarter.
  • Cypress Wealth Services sold 3,730 Dominion Energy shares in Q2 2023, an estimated $209K.
  • Cypress Wealth Services first reported a position in Dominion Energy in Q4 2017 and held it in 21 quarters.
  • Cypress Wealth Services's Dominion Energy position peaked at $584K in Q4 2017.
  • 1,282 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2023.

Based on Cypress Wealth Services's 13F filing for Q2 2023, filed 21 Jul 2023.