Dominion Energy, Inc.
IT ˙ BIT ˙ US25746U1097
55,30 € 0,00 (0,00%)
2026-06-05
DEL PRIS
SecurityIT:1D / Dominion Energy, Inc.
InstitutionAlpha Omega Wealth Management LLC
Latest Disclosed Ownership23,104 shares
Latest Disclosed Value $ 1,428,289
Alpha Omega Wealth Management LLC reports 5.27% decrease in ownership of 1D / Dominion Energy, Inc.

On April 7, 2026 - Alpha Omega Wealth Management LLC filed a 13F-HR form disclosing ownership of 23,104 shares of Dominion Energy, Inc. (IT:1D) valued at $1,190,087 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 24,389 shares of Dominion Energy, Inc.. This represents a change in shares of -5.27% during the quarter. The current value of the position is $1,277,651 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)
2026-04-07 2026-03-31 13F DOMINION ENERGY COM 25746U109 23,104 -1,285 -5.27 1,428 0.00 0.2316
2026-01-22 2025-12-31 13F DOMINION ENERGY COM 25746U109 24,389 -2,245 -8.43 1,429 -12.34 0.2371
2025-10-22 2025-09-30 13F/A-1 DOMINION ENERGY COM 25746U109 26,634 -2,700 -9.20 1,629 -1.69 0.2711
2025-10-22 2025-09-30 13F DOMINION ENERGY COM 25746U109 26,634 1,629
2025-07-15 2025-06-30 13F DOMINION ENERGY COM 25746U109 29,334 -487 -1.63 1,658 -0.90 0.2969
2025-04-15 2025-03-31 13F DOMINION ENERGY COM 25746U109 29,821 -3,840 -11.41 1,672 -7.73 0.3196
2025-01-24 2024-12-31 13F DOMINION ENERGY COM 25746U109 33,661 -2,441 -6.76 1,813 -13.14 0.3437
2024-10-03 2024-09-30 13F DOMINION ENERGY COM 25746U109 36,102 -2,968 -7.60 2,086 8.99 0.3830
2024-07-25 2024-06-30 13F DOMINION ENERGY COM 25746U109 39,070 -4,853 -11.05 1,914 -11.39 0.3659
2024-04-17 2024-03-31 13F DOMINION ENERGY COM 25746U109 43,923 1,865 4.43 2,161 9.31 0.4013
2024-01-31 2023-12-31 13F DOMINION ENERGY COM 25746U109 42,058 -5,073 -10.76 1,977 -6.13 0.3273
2023-10-11 2023-09-30 13F DOMINION ENERGY COM 25746U109 47,131 -449 -0.94 2,105 -14.57 0.3630
2023-07-31 2023-06-30 13F DOMINION ENERGY COM 25746U109 47,580 512 1.09 2,464 -6.35 0.4163
2023-04-19 2023-03-31 13F DOMINION ENERGY COM 25746U109 47,068 1,443 3.16 2,632 -5.93 0.4547
2023-02-01 2022-12-31 13F DOMINION ENERGY COM 25746U109 45,625 -4,670 -9.29 2,798 -19.53 0.4970
2022-10-19 2022-09-30 13F DOMINION ENERGY COM 25746U109 50,295 762 1.54 3,476 -12.07 0.6637
2022-07-21 2022-06-30 13F DOMINION ENERGY COM 25746U109 49,533 2,886 6.19 3,953 -0.28 0.7058
2022-04-29 2022-03-31 13F DOMINION ENERGY COM 25746U109 46,647 -474 -1.01 3,964 5.48 0.6266
2022-01-18 2021-12-31 13F DOMINION ENERGY COM 25746U109 47,121 178 0.38 3,758 9.63 0.5775
2021-10-13 2021-09-30 13F DOMINION ENERGY COM 25746U109 46,943 1,519 3.34 3,428 2.57 0.5605
2021-07-01 2021-06-30 13F DOMINION ENERGY COM 25746U109 45,424 -886 -1.91 3,342 -5.00 0.5486
2021-04-29 2021-03-31 13F DOMINION ENERGY COM 25746U109 46,310 3,170 7.35 3,518 8.45 0.6153
2021-02-05 2020-12-31 13F DOMINION ENERGY COM 25746U109 43,140 70 0.16 3,244 -4.59 0.5492
2020-11-05 2020-09-30 13F DOMINION ENERGY COM 25746U109 43,070 1,771 4.29 3,400 1.40 0.4798
2020-07-27 2020-06-30 13F DOMINION ENERGY COM 25746U109 41,299 -997 -2.36 3,353 9.83 0.5097
2020-05-04 2020-03-31 13F DOMINION ENERGY COM 25746U109 42,296 20 0.05 3,053 -12.80 0.5627
2020-02-05 2019-12-31 13F DOMINION ENERGY COM 25746U109 42,276 -849 -1.97 3,501 1.13 0.5621
2019-11-12 2019-09-30 13F DOMINION ENERGY COM 25746U109 43,125 22,710 111.24 3,462 119.39 0.5620
2019-08-14 2019-06-30 13F DOMINION ENERGY COM 25746U109 20,415 18 0.09 1,578 0.90 0.6702
2019-05-02 2019-03-31 13F DOMINION ENERGY COM 25746U109 20,397 619 3.13 1,564 10.69 0.7019
2019-01-18 2018-12-31 13F DOMINION ENERGY COM 25746U109 19,778 -5,708 -22.40 1,413 -21.11 0.7112
2018-11-01 2018-09-30 13F DOMINION ENERGY COM 25746U109 25,486 -254 -0.99 1,791 2.05 0.8035
2018-08-14 2018-06-30 13F DOMINION ENERGY COM 25746U109 25,740 232 0.91 1,755 2.03 0.8602
2018-05-01 2018-03-31 13F DOMINION ENERGY COM 25746U109 25,508 -216 -0.84 1,720 -17.51 0.8629
2018-02-06 2017-12-31 13F DOMINION ENERGY COM 25746U109 25,724 -1,525 -5.60 2,085 -0.52 1.0215
2017-11-03 2017-09-30 13F DOMINION ENERGY COM 25746U109 27,249 7,671 39.18 2,096 39.73 1.0455
2017-08-07 2017-06-30 13F DOMINION ENERGY COM 25746U109 19,578 -240 -1.21 1,500 -2.41 0.7709
2017-05-01 2017-03-31 13F DOMINION RESOURCES COM 25746U109 19,818 1,695 9.35 1,537 10.73 0.8188
2017-01-30 2016-12-31 13F DOMINION RESOURCES COM 25746U109 18,123 8,767 93.70 1,388 99.71 0.7334
2016-10-27 2016-09-30 13F DOMINION RESOURCES COM 25746U109 9,356 497 5.61 695 0.72 0.5528
2016-08-08 2016-06-30 13F DOMINION RESOURCES COM 25746U109 8,859 18 0.20 690 3.92 0.5825
2016-04-21 2016-03-31 13F DOMINION RESOURCES COM 25746U109 8,841 10 0.11 664 11.22 0.5534
2016-02-08 2015-12-31 13F DOMINION RESOURCES COM 25746U109 8,831 8,831 597 0.5225
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.