Fort Point Capital Partners’s Dominion Energy D Stock Holding History

Fort Point Capital Partners’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	-4,130	Closed	-$285K	–	287
2022 Q3	$285K	Hold	4,130	–	–	0.05%	215
2022 Q2	$330K	Hold	4,130	–	–	0.05%	211
2022 Q1	$351K	Hold	4,130	–	–	0.05%	215
2021 Q4	$324K	Hold	4,130	–	–	0.04%	217
2021 Q3	$302K	Buy	+4,130	New	+$315K	0.05%	194

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

Fort Point Capital Partners's D Position: Q4 2022 in Review

Fort Point Capital Partners sold out of Dominion Energy (D) in Q4 2022, closing a stake of 4,130 shares — an estimated $285K sold.

Fort Point Capital Partners first reported a position in D in Q3 2021 and held it in 5 quarters. The position peaked at $351K in Q1 2022. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

Fort Point Capital Partners reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
Fort Point Capital Partners sold 4,130 Dominion Energy shares in Q4 2022, an estimated $285K.
Fort Point Capital Partners first reported a position in Dominion Energy in Q3 2021 and held it in 5 quarters.
Fort Point Capital Partners's Dominion Energy position peaked at $351K in Q1 2022.
1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Fort Point Capital Partners's 13F filing for Q4 2022, filed 14 Feb 2023.