Dominion Resources shares owned by Heritage Trust
Quarter-by-quarter ownership of Dominion Resources (D) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Dominion Resources
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Quarterly reported holdings in Dominion Resources by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $871k | 15k | 58.59 |
| 2025-09-30 | $710k | 12k | 61.17 |
| 2025-06-30 | $520k | 9.2k | 56.52 |
| 2025-03-31 | $572k | 10k | 56.07 |
| 2024-12-31 | $550k | 10k | 53.86 |
| 2024-06-30 | $339k | 6.9k | 49.00 |
| 2024-03-31 | $300k | 6.1k | 49.19 |
| 2023-12-31 | $288k | 6.1k | 47.00 |
| 2023-09-30 | $218k | 4.9k | 44.67 |
| 2023-06-30 | $253k | 4.9k | 51.79 |
| 2023-03-31 | $251k | 4.5k | 55.91 |
| 2018-12-31 | $29k | 405 | 71.60 |
| 2018-09-30 | $16k | 255 | 62.75 |
| 2017-09-30 | $5.0k | 63 | 79.37 |