Financial Partners Capital Management’s Dominion Energy D Stock Holding History

Financial Partners Capital 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
2022 Q4	$1.59M	Sell	25,972 -2,395	-8%	-$150K	0.35%	68
2022 Q3	$1.96M	Buy	28,367 +120	+0.4%	+$9.69K	0.46%	54
2022 Q2	$2.25M	Buy	28,247 +321	+1%	+$26.5K	0.48%	55
2022 Q1	$2.37M	Buy	27,926 +2,380	+9%	+$191K	0.44%	57
2021 Q4	$2.01M	Buy	25,546 +4,535	+22%	+$341K	0.36%	62
2021 Q3	$1.53M	Buy	21,011 +3,226	+18%	+$246K	0.28%	63
2021 Q2	$1.31M	Buy	17,785 +9,555	+116%	+$737K	0.24%	63
2021 Q1	$625K	Buy	+8,230	New	+$598K	0.13%	80

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Financial Partners Capital Management's D Position: Q4 2022 in Review

Financial Partners Capital Management reduced its Dominion Energy (D) stake by 8.4% in Q4 2022, selling an estimated $150K and leaving 25,972 shares worth $1.59M. The position accounts for 0.35% of the portfolio, ranked #68.

Financial Partners Capital Management first reported a position in D in Q1 2021 and has held it in 8 quarters since. The position peaked at $2.37M in Q1 2022. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

Financial Partners Capital Management held 25,972 shares of Dominion Energy worth $1.59M as of Q4 2022.
Financial Partners Capital Management sold 2,395 Dominion Energy shares in Q4 2022, an estimated $150K.
Dominion Energy made up 0.35% of Financial Partners Capital Management's portfolio in Q4 2022, its #68 holding.
Financial Partners Capital Management first reported a position in Dominion Energy in Q1 2021 and has held it in 8 quarters since.
Financial Partners Capital Management's Dominion Energy position peaked at $2.37M in Q1 2022.
1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.