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Dominion Resources shares owned by Heartwood Wealth Advisors

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

Historical chart of Heartwood Wealth Advisors investment in Dominion Resources

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dominion Resources by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $170k 2.8k 61.17

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Russell 1000 Etf Etf (VONE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Global X Uranium Etf Etf (URA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Goldman Sachs Future Tech Leaders Equity Etf Etf (GTEK)

View all positions for Heartwood Wealth Advisors

Top funds holding Dominion Resources

Vanguard Group
BlackRock
Capital Research Global Investors
State Street Corporation
Wellington Management Company
Massachusetts Financial Services
Jpmorgan Chase & Co
Dodge & Cox
Geode Capital Management
Bank of New York Mellon
Invesco
Morgan Stanley
Hotchkis and Wiley Capital Management
Canada Pension Plan Investment Board
Franklin Resources

View all funds holding Dominion Resources