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Gryphon Financial Partners’s Dominion Energy D Stock Holding History

Gryphon Financial 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
-4,089
Closed -$282K – 202
2022
Q3 		$282K Buy
4,089
+198
+5% +$16K 0.07% 154
2022
Q2 		$311K Buy
3,891
+30
+0.8% +$2.48K 0.08% 144
2022
Q1 		$328K Sell
3,861
-35
-0.9% -$2.81K 0.07% 149
2021
Q4 		$306K Buy
3,896
+109
+3% +$8.2K 0.06% 164
2021
Q3 		$277K Sell
3,787
-202
-5% -$15.4K 0.06% 161
2021
Q2 		$300K Buy
3,989
+284
+8% +$21.9K 0.07% 139
2021
Q1 		$281K Sell
3,705
-117
-3% -$8.5K 0.06% 139
2020
Q4 		$288K Sell
3,822
-68
-2% -$5.4K 0.07% 128
2020
Q3 		$305K Buy
3,890
+1,296
+50% +$102K 0.09% 118
2020
Q2 		$210K Sell
2,594
-1,471
-36% -$118K 0.07% 121
2020
Q1 		$293K Sell
4,065
-174
-4% -$14.2K 0.11% 104
2019
Q4 		$351K Sell
4,239
-62
-1% -$5.07K 0.09% 120
2019
Q3 		$348K Buy
+4,301
New +$333K 0.1% 112
2018
Q3 		– Sell
-214
Closed -$14K – 312
2018
Q2 		$14K Sell
214
-28
-12% -$1.82K 0.01% 442
2018
Q1 		$17K Sell
242
-39
-14% -$2.88K 0.01% 415
2017
Q4 		$23K Buy
+281
New +$22.8K 0.01% 374

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gryphon Financial Partners's D Position: Q4 2022 in Review

Gryphon Financial Partners sold out of Dominion Energy (D) in Q4 2022, closing a stake of 4,089 shares — an estimated $282K sold.

Gryphon Financial Partners first reported a position in D in Q4 2017 and held it in 16 quarters. The position peaked at $351K in Q4 2019. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

  • Gryphon Financial Partners reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
  • Gryphon Financial Partners sold 4,089 Dominion Energy shares in Q4 2022, an estimated $282K.
  • Gryphon Financial Partners first reported a position in Dominion Energy in Q4 2017 and held it in 16 quarters.
  • Gryphon Financial Partners's Dominion Energy position peaked at $351K in Q4 2019.
  • 1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Gryphon Financial Partners's 13F filing for Q4 2022, filed 8 Feb 2023.