Dominion Resources shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Dominion Resources (D) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Dominion Resources
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All positions including Dominion Resources held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dominion Resources by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $240k | 3.9k | 61.82 |
| 2021-09-30 | $13k | 183 | 71.04 |
| 2021-06-30 | $17k | 227 | 74.89 |
| 2021-03-31 | $17k | 227 | 74.89 |
| 2020-12-31 | $17k | 226 | 75.22 |
| 2020-09-30 | $19k | 245 | 77.55 |
| 2020-06-30 | $4.9M | 61k | 81.19 |
| 2020-03-31 | $4.4M | 61k | 72.20 |
| 2019-12-31 | $5.2M | 62k | 82.82 |
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