Ironsides Asset Advisors’s Dominion Energy D Stock Holding History

Ironsides Asset Advisors’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 Q3	–	Sell	-4,344	Closed	-$225K	–	92
2023 Q2	$225K	Hold	4,344	–	–	0.1%	70
2023 Q1	$243K	Hold	4,344	–	–	0.11%	67
2022 Q4	$266K	Sell	4,344 -16	-0.4%	-$1K	0.12%	65
2022 Q3	$301K	Buy	4,360 +1,805	+71%	+$146K	0.14%	60
2022 Q2	$204K	Hold	2,555	–	–	0.08%	83
2022 Q1	$217K	Buy	+2,555	New	+$205K	0.07%	87
2017 Q1	–	Sell	-3,422	Closed	-$262K	–	96
2016 Q4	$262K	Hold	3,422	–	–	0.07%	133
2016 Q3	$254K	Hold	3,422	–	–	0.07%	143
2016 Q2	$267K	Sell	3,422 -200	-6%	-$14.5K	0.08%	127
2016 Q1	$272K	Buy	+3,622	New	+$256K	0.07%	154

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ironsides Asset Advisors's D Position: Q3 2023 in Review

Ironsides Asset Advisors sold out of Dominion Energy (D) in Q3 2023, closing a stake of 4,344 shares — an estimated $225K sold.

Ironsides Asset Advisors first reported a position in D in Q1 2016 and held it in 10 quarters. The position peaked at $301K in Q3 2022. 1,203 funds tracked by Wall St. Rank hold D as of Q3 2023.

Ironsides Asset Advisors reported no remaining Dominion Energy position as of Q3 2023 after selling out during the quarter.
Ironsides Asset Advisors sold 4,344 Dominion Energy shares in Q3 2023, an estimated $225K.
Ironsides Asset Advisors first reported a position in Dominion Energy in Q1 2016 and held it in 10 quarters.
Ironsides Asset Advisors's Dominion Energy position peaked at $301K in Q3 2022.
1,203 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2023.

Based on Ironsides Asset Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.