Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership522,867 shares
Latest Disclosed Value $ 32,323,612
AE Wealth Management LLC reports 23.43% increase in ownership of D / Dominion Energy, Inc.

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 522,867 shares of Dominion Energy, Inc. (US:D) valued at $32,323,638 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 423,604 shares of Dominion Energy, Inc.. This represents a change in shares of 23.43% during the quarter. The current value of the position is $34,226,874 USD.

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)
2026-05-13 2026-03-31 13F DOMINION ENERGY COM 25746U109 522,867 99,263 23.43 32,324 30.23 0.1748
2026-01-26 2025-12-31 13F DOMINION ENERGY COM 25746U109 423,604 17,559 4.32 24,819 -0.07 0.1425
2025-11-03 2025-09-30 13F DOMINION ENERGY COM 25746U109 406,045 30,516 8.13 24,838 17.02 0.1583
2025-08-06 2025-06-30 13F DOMINION ENERGY COM 25746U109 375,529 28,410 8.18 21,225 9.05 0.1551
2025-05-06 2025-03-31 13F DOMINION ENERGY COM 25746U109 347,119 43,262 14.24 19,463 18.92 0.1637
2025-02-13 2024-12-31 13F DOMINION ENERGY COM 25746U109 303,857 21,854 7.75 16,366 0.42 0.1388
2024-11-14 2024-09-30 13F DOMINION ENERGY COM 25746U109 282,003 -6,495 -2.25 16,297 15.29 0.1478
2024-08-12 2024-06-30 13F DOMINION ENERGY COM 25746U109 288,498 -1,081 -0.37 14,136 -0.76 0.1414
2024-05-15 2024-03-31 13F DOMINION ENERGY COM 25746U109 289,579 -119,206 -29.16 14,244 -23.52 0.1610
2024-02-14 2023-12-31 13F DOMINION ENERGY COM 25746U109 408,785 -28,408 -6.50 18,624 -4.63 0.0951
2023-10-11 2023-09-30 13F DOMINION ENERGY COM 25746U109 437,193 -6,220 -1.40 19,529 -14.96 0.1167
2023-07-10 2023-06-30 13F DOMINION ENERGY COM 25746U109 443,413 314,411 243.73 22,964 218.41 0.1381
2023-04-14 2023-03-31 13F DOMINION ENERGY COM 25746U109 129,002 -4,610 -3.45 7,213 -11.97 0.0464
2023-01-31 2022-12-31 13F DOMINION ENERGY COM 25746U109 133,612 -10,337 -7.18 8,193 -17.64 0.0592
2022-10-25 2022-09-30 13F DOMINION ENERGY COM 25746U109 143,949 -103,682 -41.87 9,948 -49.66 0.0789
2022-08-03 2022-06-30 13F DOMINION ENERGY COM 25746U109 247,631 51,154 26.04 19,763 18.38 0.1581
2022-04-18 2022-03-31 13F DOMINION ENERGY COM 25746U109 196,477 14,927 8.22 16,695 17.05 0.1145
2022-01-20 2021-12-31 13F DOMINION ENERGY COM 25746U109 181,550 16,144 9.76 14,263 18.09 0.0995
2021-11-01 2021-09-30 13F DOMINION ENERGY COM 25746U109 165,406 21,065 14.59 12,078 13.74 0.0995
2021-07-21 2021-06-30 13F DOMINION ENERGY COM 25746U109 144,341 30,308 26.58 10,619 22.59 0.0927
2021-04-27 2021-03-31 13F DOMINION ENERGY COM 25746U109 114,033 -15,114 -11.70 8,662 -10.81 0.0874
2021-02-01 2020-12-31 13F DOMINION ENERGY COM 25746U109 129,147 -2,461 -1.87 9,712 -6.51 0.1102
2020-11-06 2020-09-30 13F DOMINION ENERGY COM 25746U109 131,608 -3,237 -2.40 10,388 -5.11 0.1483
2020-08-05 2020-06-30 13F DOMINION ENERGY COM 25746U109 134,845 30,104 28.74 10,947 44.78 0.1692
2020-05-07 2020-03-31 13F DOMINION ENERGY COM 25746U109 104,741 -3,386 -3.13 7,561 -15.57 0.1738
2020-01-15 2019-12-31 13F DOMINION ENERGY COM 25746U109 108,127 21,087 24.23 8,955 26.95 0.1943
2019-11-05 2019-09-30 13F DOMINION ENERGY COM 25746U109 87,040 -5,180 -5.62 7,054 -1.07 0.2038
2019-07-22 2019-06-30 13F DOMINION ENERGY COM 25746U109 92,220 31,970 53.06 7,130 54.36 0.2142
2019-05-14 2019-03-31 13F DOMINION ENERGY COM 25746U109 60,250 13,570 29.07 4,619 38.46 0.3210
2019-02-14 2018-12-31 13F DOMINION ENERGY COM 25746U109 46,680 -4,330 -8.49 3,336 -6.95 0.5710
2018-11-13 2018-09-30 13F DOMINION ENERGY COM 25746U109 51,010 24,112 89.64 3,585 95.47 0.1973
2018-08-14 2018-06-30 13F DOMINION ENERGY COM 25746U109 26,898 4,760 21.50 1,834 22.84 0.1248
2018-05-14 2018-03-31 13F DOMINION ENERGY COM 25746U109 22,138 2,886 14.99 1,493 -4.36 0.1152
2018-02-06 2017-12-31 13F DOMINION ENERGY COM 25746U109 19,252 1,238 6.87 1,561 12.63 0.1378
2017-11-08 2017-09-30 13F DOMINION ENERGY COM 25746U109 18,014 -1,462 -7.51 1,386 -7.10 0.1286
2017-08-11 2017-06-30 13F DOMINION ENERGY COM 25746U109 19,476 2,721 16.24 1,492 14.77 0.1780
2017-05-10 2017-03-31 13F DOMINION RES INC VA COM 25746U109 16,755 8,666 107.13 1,300 109.68 0.2410
2017-02-14 2016-12-31 13F DOMINION RES INC VA COM 25746U109 8,089 8,089 620 0.2511
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.