Dominion Energy, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionWinch Advisory Services, LLC
Latest Disclosed Ownership223 shares
Latest Disclosed Value $ 13,760
Winch Advisory Services, LLC reports 0.90% increase in ownership of D / Dominion Energy, Inc.

On April 30, 2026 - Winch Advisory Services, LLC filed a 13F-HR form disclosing ownership of 223 shares of Dominion Energy, Inc. (MX:D) valued at $13,760 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 221 shares of Dominion Energy, Inc.. This represents a change in shares of 0.90% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-30 2026-03-31 13F DOMINION ENERGY COM 25746U109 223 2 0.90 14 8.33 0.0031
2026-02-03 2025-12-31 13F DOMINION ENERGY COM 25746U109 221 2 0.91 13 -7.69 0.0029
2025-11-12 2025-09-30 13F DOMINION ENERGY COM 25746U109 219 1 0.46 13 8.33 0.0030
2025-08-07 2025-06-30 13F DOMINION ENERGY COM 25746U109 218 2 0.93 12 0.00 0.0030
2025-05-06 2025-03-31 13F DOMINION ENERGY COM 25746U109 216 1 0.47 12 9.09 0.0032
2025-01-14 2024-12-31 13F DOMINION ENERGY COM 25746U109 215 2 0.94 12 -8.33 0.0030
2024-10-21 2024-09-30 13F DOMINION ENERGY COM 25746U109 213 1 0.47 12 20.00 0.0034
2024-07-31 2024-06-30 13F DOMINION ENERGY COM 25746U109 212 2 0.95 10 0.00 0.0030
2024-05-14 2024-03-31 13F DOMINION ENERGY COM 25746U109 210 2 0.96 10 11.11 0.0032
2024-01-18 2023-12-31 13F DOMINION ENERGY COM 25746U109 208 2 0.97 10 0.0032
2023-11-06 2023-09-30 13F DOMINION ENERGY COM 25746U109 206 1 0.49 0 0.0033
2023-08-08 2023-06-30 13F DOMINION ENERGY COM 25746U109 205 2 0.99 0 0.0040
2023-05-10 2023-03-31 13F DOMINION ENERGY COM 25746U109 203 1 0.50 0 0.0043
2023-01-26 2022-12-31 13F DOMINION ENERGY COM 25746U109 202 3 1.51 0 -100.00 0.0051
2022-10-31 2022-09-30 13F DOMINION ENERGY COM 25746U109 199 1 0.51 14 -12.50 0.0060
2022-08-12 2022-06-30 13F DOMINION ENERGY COM 25746U109 198 1 0.51 16 -5.88 0.0065
2022-04-26 2022-03-31 13F DOMINION ENERGY INC COM COM 25746U109 197 2 1.03 17 13.33 0.0059
2022-02-04 2021-12-31 13F DOMINION ENERGY INC COM COM 25746U109 195 2 1.04 15 7.14 0.0050
2021-11-10 2021-09-30 13F DOMINION ENERGY INC COM COM 25746U109 193 79 69.30 14 75.00 0.0049
2021-08-05 2021-06-30 13F DOMINION ENERGY INC COM COM 25746U109 114 1 0.88 8 -11.11 0.0029
2021-05-03 2021-03-31 13F DOMINION ENERGY INC COM COM 25746U109 113 1 0.89 9 12.50 0.0036
2021-02-09 2020-12-31 13F DOMINION ENERGY INC COM COM 25746U109 112 -27 -19.42 8 -27.27 0.0033
2020-11-04 2020-09-30 13F DOMINION ENERGY INC COM COM 25746U109 139 29 26.36 11 22.22 0.0047
2020-08-12 2020-06-30 13F DOMINION ENERGY INC COM COM 25746U109 110 1 0.92 9 12.50 0.0043
2020-05-13 2020-03-31 13F DOMINION ENERGY INC COM COM 25746U109 109 2 1.87 8 -11.11 0.0040
2020-02-12 2019-12-31 13F DOMINION ENERGY INC COM COM 25746U109 107 1 0.94 9 0.00 0.0043
2019-11-13 2019-09-30 13F DOMINION ENERGY INC COM COM 25746U109 106 1 0.95 9 12.50 0.0047
2019-08-07 2019-06-30 13F DOMINION ENERGY INC COM COM 25746U109 105 1 0.96 8 0.00 0.0042
2019-05-13 2019-03-31 13F DOMINION ENERGY INC COM COM 25746U109 104 2 1.96 8 14.29 0.0044
2019-02-05 2018-12-31 13F DOMINION ENERGY INC COM COM 25746U109 102 1 0.99 7 0.00 0.0039
2018-11-13 2018-09-30 13F DOMINION ENERGY INC COM COM 25746U109 101 1 1.00 7 0.00 0.0035
2018-08-13 2018-06-30 13F DOMINION ENERGY INC COM COM 25746U109 100 100 7 0.0038
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.