Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionSeacrest Wealth Management, Llc
Latest Disclosed Ownership8,010 shares
Latest Disclosed Value $ 495,174
Seacrest Wealth Management, Llc reports 1.73% increase in ownership of D / Dominion Energy, Inc.

On April 15, 2026 - Seacrest Wealth Management, Llc filed a 13F-HR form disclosing ownership of 8,010 shares of Dominion Energy, Inc. (US:D) valued at $495,178 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 7,874 shares of Dominion Energy, Inc.. This represents a change in shares of 1.73% during the quarter. The current value of the position is $524,335 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)
2026-04-15 2026-03-31 13F DOMINION ENERGY COM 25746U109 8,010 136 1.73 495 10.24 0.0530
2026-01-12 2025-12-31 13F DOMINION ENERGY COM 25746U109 7,874 17 0.22 449 -5.47 0.0455
2025-11-13 2025-09-30 13F DOMINION ENERGY COM 25746U109 7,857 -701 -8.19 476 -1.66 0.0502
2025-07-11 2025-06-30 13F DOMINION ENERGY COM 25746U109 8,558 490 6.07 484 6.86 0.0525
2025-04-11 2025-03-31 13F DOMINION ENERGY COM 25746U109 8,068 -64 -0.79 452 3.43 0.0512
2025-01-14 2024-12-31 13F DOMINION ENERGY COM 25746U109 8,132 -105 -1.27 438 -8.19 0.0460
2024-10-16 2024-09-30 13F DOMINION ENERGY COM 25746U109 8,237 172 2.13 476 20.51 0.0513
2024-07-22 2024-06-30 13F DOMINION ENERGY COM 25746U109 8,065 -262 -3.15 395 -3.42 0.0450
2024-04-18 2024-03-31 13F DOMINION ENERGY COM 25746U109 8,327 -7,317 -46.77 410 -46.68 0.0501
2024-01-18 2023-12-31 13F DOMINION ENERGY COM 25746U109 15,644 -669 -4.10 767 5.36 0.0948
2023-10-12 2023-09-30 13F DOMINION ENERGY COM 25746U109 16,313 12 0.07 729 -13.74 0.0947
2023-07-14 2023-06-30 13F DOMINION ENERGY COM 25746U109 16,301 -1,182 -6.76 844 -13.61 0.1066
2023-05-12 2023-03-31 13F DOMINION ENERGY COM 25746U109 17,483 598 3.54 977 -5.60 0.1324
2023-02-14 2022-12-31 13F DOMINION ENERGY COM 25746U109 16,885 2,467 17.11 1,035 3.92 0.1485
2022-11-15 2022-09-30 13F DOMINION ENERGY COM 25746U109 14,418 -969 -6.30 996 -18.89 0.1512
2022-08-09 2022-06-30 13F DOMINION ENERGY COM 25746U109 15,387 -1,183 -7.14 1,228 -12.78 0.1546
2022-05-16 2022-03-31 13F DOMINION ENERGY COM 25746U109 16,570 -394 -2.32 1,408 5.63 0.1617
2022-02-11 2021-12-31 13F DOMINION ENERGY COM 25746U109 16,964 -594 -3.38 1,333 3.98 0.1462
2021-11-16 2021-09-30 13F DOMINION ENERGY COM 25746U109 17,558 130 0.75 1,282 0.00 0.1546
2021-08-12 2021-06-30 13F DOMINION ENERGY COM 25746U109 17,428 -293 -1.65 1,282 -4.75 0.1546
2021-05-17 2021-03-31 13F DOMINION ENERGY COM 25746U109 17,721 -4,288 -19.48 1,346 -18.67 0.1782
2021-02-09 2020-12-31 13F DOMINION ENERGY COM 25746U109 22,009 -1,544 -6.56 1,655 -10.97 0.2327
2020-11-12 2020-09-30 13F DOMINION ENERGY COM 25746U109 23,553 3,413 16.95 1,859 13.70 0.2979
2020-07-27 2020-06-30 13F DOMINION ENERGY COM 25746U109 20,140 3,877 23.84 1,635 39.27 0.2826
2020-05-13 2020-03-31 13F DOMINION ENERGY COM 25746U109 16,263 -1,475 -8.32 1,174 -20.08 0.2523
2020-01-22 2019-12-31 13F DOMINION ENERGY COM 25746U109 17,738 2,615 17.29 1,469 19.82 0.2462
2019-10-15 2019-09-30 13F DOMINION ENERGY COM 25746U109 15,123 429 2.92 1,226 7.92 0.2295
2019-07-19 2019-06-30 13F DOMINION ENERGY COM 25746U109 14,694 173 1.19 1,136 2.07 0.2313
2019-05-10 2019-03-31 13F DOMINION ENERGY COM 25746U109 14,521 1,591 12.30 1,113 20.45 0.1909
2019-02-13 2018-12-31 13F DOMINION ENERGY COM 25746U109 12,930 -59 -0.45 924 1.20 0.1905
2018-11-14 2018-09-30 13F DOMINION ENERGY COM 25746U109 12,989 -180 -1.37 913 1.67 0.1545
2018-08-03 2018-06-30 13F DOMINION ENERGY COM 25746U109 13,169 -212 -1.58 898 -0.44 0.1618
2018-04-20 2018-03-31 13F DOMINION ENERGY COM 25746U109 13,381 120 0.90 902 -16.09 0.1654
2018-02-02 2017-12-31 13F DOMINION ENERGY COM 25746U109 13,261 13,261 1,075 0.1965
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.