Ironwood Investment Counsel’s Dominion Energy D Stock Holding History

Ironwood Investment Counsel’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	-3,254	Closed	-$224K	–	209
2022 Q3	$224K	Buy	3,254 +150	+5%	+$12.1K	0.06%	166
2022 Q2	$247K	Hold	3,104	–	–	0.07%	164
2022 Q1	$263K	Hold	3,104	–	–	0.06%	168
2021 Q4	$243K	Sell	3,104 -11	-0.4%	-$828	0.06%	181
2021 Q3	$227K	Buy	3,115 +24	+0.8%	+$1.83K	0.06%	184
2021 Q2	$227K	Sell	3,091 -174	-5%	-$13.4K	0.06%	184
2021 Q1	$248K	Buy	+3,265	New	+$237K	0.07%	168

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

Ironwood Investment Counsel's D Position: Q4 2022 in Review

Ironwood Investment Counsel sold out of Dominion Energy (D) in Q4 2022, closing a stake of 3,254 shares — an estimated $224K sold.

Ironwood Investment Counsel first reported a position in D in Q1 2021 and held it in 7 quarters. The position peaked at $263K in Q1 2022. 1,428 funds tracked by Wall St. Rank hold D as of Q4 2022.

Ironwood Investment Counsel reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
Ironwood Investment Counsel sold 3,254 Dominion Energy shares in Q4 2022, an estimated $224K.
Ironwood Investment Counsel first reported a position in Dominion Energy in Q1 2021 and held it in 7 quarters.
Ironwood Investment Counsel's Dominion Energy position peaked at $263K in Q1 2022.
1,428 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Ironwood Investment Counsel's 13F filing for Q4 2022, filed 2 Feb 2023.