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Dominion Resources shares owned by West Financial Advisors

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

Historical chart of West Financial Advisors investment in Dominion Resources

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

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Quarterly reported holdings in Dominion Resources by West Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $16k 326 49.19
2023-12-31 $15k 326 47.00
2023-09-30 $15k 326 44.67
2023-06-30 $17k 326 51.79

More positions owned by West Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for West Financial Advisors

Top funds holding Dominion Resources

Vanguard Group
Massachusetts Financial Services
Dodge & Cox
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Bank of New York Mellon
Franklin Resources
Bank of America Corporation
Legal & General Group
Royal Bank of Canada
Federated Investors
Norges Bank Investment Management
Wells Fargo & Company
Charles Schwab Investment Management

View all funds holding Dominion Resources