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
2020 Q4	–	Sell	-5,004	Closed	-$395K	–	329
2020 Q3	$395K	Buy	+5,004	New	+$393K	0.1%	160

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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.