Dominion Resources shares owned by UMA Financial Services
Quarter-by-quarter ownership of Dominion Resources (D) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Dominion Resources
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Quarterly reported holdings in Dominion Resources by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $233k | 3.8k | 61.17 |
| 2025-06-30 | $228k | 4.0k | 56.52 |
| 2025-03-31 | $223k | 4.0k | 56.07 |
| 2024-12-31 | $214k | 4.0k | 53.86 |
| 2024-09-30 | $228k | 4.0k | 57.61 |
| 2023-03-31 | $205k | 3.6k | 57.42 |
| 2022-12-31 | $223k | 3.6k | 62.48 |
| 2022-09-30 | $246k | 3.6k | 69.08 |
| 2022-06-30 | $294k | 3.6k | 82.58 |
| 2022-03-31 | $415k | 5.0k | 82.46 |
| 2021-12-31 | $404k | 5.0k | 80.30 |
| 2021-09-30 | $368k | 5.0k | 73.18 |
| 2021-06-30 | $374k | 5.0k | 74.40 |
| 2021-03-31 | $387k | 5.1k | 76.48 |
| 2020-12-31 | $368k | 5.1k | 72.76 |
| 2020-09-30 | $413k | 5.1k | 81.69 |
| 2020-06-30 | $405k | 5.1k | 80.13 |