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Dominion Resources shares owned by Cm Wealth Advisors

Quarter-by-quarter ownership of Dominion Resources (D) shares owned by Cm Wealth Advisors from 13F filings

Historical chart of Cm Wealth Advisors investment in Dominion Resources

Tip: Access up to 7 years of quarterly data

All positions including Dominion Resources held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dominion Resources by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $219k 4.2k 52.12
2023-03-31 $677k 12k 56.14

More positions owned by Cm Wealth Advisors

iShares S&P 100 Index (OEF)
SPDR Dow Jones Industrial Average ETF (DIA)
Vanguard S&p 500 Etf idx (VOO)
Vanguard Dividend Appreciation ETF (VIG)
iShares Russell 1000 Index (IWB)
iShares Russell 1000 Value Index (IWD)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
iShares Russell 2000 Value Index (IWN)
iShares S&P SmallCap 600 Index (IJR)
Vanguard Total Stock Market ETF (VTI)
Microsoft Corporation (MSFT)
iShares S&P 500 Index (IVV)
Spdr S&p 500 Etf (SPY)
Invesco S&p 500 Equal Weight Etf (RSP)
Alphabet Inc Class A cs (GOOGL)

View all positions for Cm Wealth Advisors

Top funds holding Dominion Resources

Vanguard Group
BlackRock
Massachusetts Financial Services
T. Rowe Price Associates
Dodge & Cox
Jpmorgan Chase & Co
Wellington Management Company
Geode Capital Management
Bank of New York Mellon
Bank of America Corporation
Legal & General Group
Franklin Resources
Northern Trust
Morgan Stanley
Federated Investors

View all funds holding Dominion Resources