Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership17,452 shares
Latest Disclosed Value $ 1,078,905
Wealthspire Advisors, LLC reports 51.73% increase in ownership of D / Dominion Energy, Inc.

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 17,452 shares of Dominion Energy, Inc. (US:D) valued at $1,078,883 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 11,502 shares of Dominion Energy, Inc.. This represents a change in shares of 51.73% during the quarter. The current value of the position is $1,142,408 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)
2026-05-01 2026-03-31 13F DOMINION ENERGY COM 25746U109 17,452 5,950 51.73 1,079 60.18 0.0085
2026-02-12 2025-12-31 13F DOMINION ENERGY COM 25746U109 11,502 -107 -0.92 674 -5.21 0.0054
2025-11-14 2025-09-30 13F DOMINION ENERGY COM 25746U109 11,609 1,749 17.74 710 27.47 0.0037
2025-08-11 2025-06-30 13F DOMINION ENERGY COM 25746U109 9,860 -3,170 -24.33 557 -23.70 0.0031
2025-05-09 2025-03-31 13F DOMINION ENERGY COM 25746U109 13,030 -354 -2.64 731 1.39 0.0044
2025-02-04 2024-12-31 13F DOMINION ENERGY COM 25746U109 13,384 -1,649 -10.97 721 -17.05 0.0072
2024-11-13 2024-09-30 13F DOMINION ENERGY COM 25746U109 15,033 7,072 88.83 869 122.56 0.0088
2024-08-08 2024-06-30 13F DOMINION ENERGY COM 25746U109 7,961 497 6.66 390 6.27 0.0050
2024-05-06 2024-03-31 13F DOMINION ENERGY COM 25746U109 7,464 -1,160 -13.45 367 -9.38 0.0049
2024-02-07 2023-12-31 13F DOMINION ENERGY COM 25746U109 8,624 -6,238 -41.97 405 -38.91 0.0058
2023-11-06 2023-09-30 13F DOMINION ENERGY COM 25746U109 14,862 906 6.49 664 -8.17 0.0110
2023-08-01 2023-06-30 13F DOMINION ENERGY COM 25746U109 13,956 -1,205 -7.95 723 -14.76 0.0118
2023-05-09 2023-03-31 13F DOMINION ENERGY COM 25746U109 15,161 417 2.83 848 -6.31 0.0145
2023-02-14 2022-12-31 13F DOMINION ENERGY COM 25746U109 14,744 775 5.55 904 -6.32 0.0165
2022-11-14 2022-09-30 13F DOMINION ENERGY COM 25746U109 13,969 4,043 40.73 965 21.84 0.0202
2022-08-09 2022-06-30 13F DOMINION ENERGY COM 25746U109 9,926 700 7.59 792 1.02 0.0166
2022-05-09 2022-03-31 13F DOMINION ENERGY COM 25746U109 9,226 -5,954 -39.22 784 -34.28 0.0176
2022-02-14 2021-12-31 13F DOMINION ENERGY COM 25746U109 15,180 3,374 28.58 1,193 38.40 0.0264
2021-11-15 2021-09-30 13F DOMINION ENERGY COM 25746U109 11,806 2,305 24.26 862 23.32 0.0179
2021-08-13 2021-06-30 13F DOMINION ENERGY COM 25746U109 9,501 -16,043 -62.81 699 -63.97 0.0184
2021-05-17 2021-03-31 13F DOMINION ENERGY COM 25746U109 25,544 13,491 111.93 1,940 114.13 0.0460
2021-02-16 2020-12-31 13F DOMINION ENERGY COM 25746U109 12,053 4,583 61.35 906 53.56 0.0270
2020-11-16 2020-09-30 13F DOMINION ENERGY COM 25746U109 7,470 -15 -0.20 590 -2.96 0.0351
2020-08-14 2020-06-30 13F DOMINION ENERGY COM 25746U109 7,485 -5,015 -40.12 608 -32.59 0.0423
2020-05-12 2020-03-31 13F DOMINION ENERGY COM 25746U109 12,500 8,424 206.67 902 166.86 0.0378
2020-02-14 2019-12-31 13F DOMINION ENERGY COM 25746U109 4,076 1,200 41.72 338 45.06 0.0246
2019-11-12 2019-09-30 13F DOMINION ENERGY COM 25746U109 2,876 2,876 233 0.0191
2019-05-07 2019-03-31 13F DOMINION ENERGY COM 25746U109 0 -521 -100.00 0 -100.00
2019-02-14 2018-12-31 13F DOMINION ENERGY COM 25746U109 521 521 37 0.0036
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.