Dominion Energy, Inc.
IT ˙ BIT ˙ US25746U1097
55,30 € 0,00 (0,00%)
2026-06-05
DEL PRIS
SecurityIT:1D / Dominion Energy, Inc.
InstitutionBKD Wealth Advisors, LLC
Latest Disclosed Ownership7,352 shares
Latest Disclosed Value $ 454,485
BKD Wealth Advisors, LLC reports 1.29% decrease in ownership of 1D / Dominion Energy, Inc.

On May 1, 2026 - BKD Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 7,352 shares of Dominion Energy, Inc. (IT:1D) valued at $378,702 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 7,448 shares of Dominion Energy, Inc.. This represents a change in shares of -1.29% during the quarter. The current value of the position is $406,566 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 7,352 -96 -1.29 454 4.13 0.0086
2026-02-10 2025-12-31 13F DOMINION ENERGY COM 25746U109 7,448 -421 -5.35 436 -9.36 0.0082
2025-10-30 2025-09-30 13F DOMINION ENERGY COM 25746U109 7,869 65 0.83 481 9.07 0.0096
2025-07-29 2025-06-30 13F DOMINION ENERGY COM 25746U109 7,804 28 0.36 441 1.15 0.0095
2025-05-13 2025-03-31 13F DOMINION ENERGY COM 25746U109 7,776 -384 -4.71 436 -0.68 0.0105
2025-02-04 2024-12-31 13F DOMINION ENERGY COM 25746U109 8,160 -1,460 -15.18 440 -20.90 0.0101
2024-11-14 2024-09-30 13F DOMINION ENERGY COM 25746U109 9,620 1,385 16.82 556 37.72 0.0128
2024-08-09 2024-06-30 13F DOMINION ENERGY COM 25746U109 8,235 512 6.63 404 6.33 0.0101
2024-04-19 2024-03-31 13F DOMINION ENERGY COM 25746U109 7,723 -138 -1.76 380 2.71 0.0097
2024-01-11 2023-12-31 13F DOMINION ENERGY COM 25746U109 7,861 -4,076 -34.15 369 -30.77 0.0103
2023-10-26 2023-09-30 13F DOMINION ENERGY COM 25746U109 11,937 -2,788 -18.93 533 -30.05 0.0161
2023-08-08 2023-06-30 13F DOMINION ENERGY COM 25746U109 14,725 -2,380 -13.91 763 -20.29 0.0223
2023-04-27 2023-03-31 13F DOMINION ENERGY COM 25746U109 17,105 -87 -0.51 956 -9.30 0.0313
2023-02-03 2022-12-31 13F DOMINION ENERGY COM 25746U109 17,192 157 0.92 1,054 -10.53 0.0369
2022-10-14 2022-09-30 13F DOMINION ENERGY COM 25746U109 17,035 -983 -5.46 1,178 -18.08 0.0475
2022-07-22 2022-06-30 13F DOMINION ENERGY COM 25746U109 18,018 13,757 322.86 1,438 297.24 0.0582
2022-05-10 2022-03-31 13F DOMINION ENERGY COM 25746U109 4,261 -40 -0.93 362 7.10 0.0153
2022-01-14 2021-12-31 13F DOMINION ENERGY COM 25746U109 4,301 559 14.94 338 23.81 0.0142
2021-10-14 2021-09-30 13F DOMINION ENERGY COM 25746U109 3,742 -14 -0.37 273 -1.09 0.0125
2021-07-14 2021-06-30 13F DOMINION ENERGY COM 25746U109 3,756 -377 -9.12 276 -12.10 0.0128
2021-04-23 2021-03-31 13F DOMINION ENERGY COM 25746U109 4,133 -1,573 -27.57 314 -26.81 0.0156
2021-01-22 2020-12-31 13F DOMINION ENERGY COM 25746U109 5,706 2,393 72.23 429 64.37 0.0215
2020-11-05 2020-09-30 13F DOMINION ENERGY COM 25746U109 3,313 -944 -22.18 261 -24.57 0.0152
2020-07-15 2020-06-30 13F DOMINION ENERGY COM 25746U109 4,257 646 17.89 346 32.57 0.0224
2020-04-10 2020-03-31 13F DOMINION ENERGY COM 25746U109 3,611 1,077 42.50 261 24.29 0.0214
2020-01-13 2019-12-31 13F DOMINION ENERGY COM 25746U109 2,534 2,534 210 0.0151
2018-05-25 2018-03-31 13F/A-1 DOMINION ENERGY COM 25746U109 0 -3,854 -100.00 0 -100.00
2018-01-18 2017-12-31 13F DOMINION ENERGY COM 25746U109 3,854 -112 -2.82 312 2.30 0.0312
2017-10-13 2017-09-30 13F DOMINION ENERGY COM 25746U109 3,966 270 7.31 305 7.77 0.0336
2017-07-10 2017-06-30 13F DOMINION ENERGY COM 25746U109 3,696 115 3.21 283 1.80 0.0321
2017-04-13 2017-03-31 13F DOMINION RES INC VA COM 25746U109 3,581 931 35.13 278 36.95 0.0339
2017-01-06 2016-12-31 13F DOMINION RES INC VA COM 25746U109 2,650 -1,008 -27.56 203 -14.35 0.0265
2014-01-13 2013-12-31 13F DOMINION RES INC VA COM 25746U109 3,658 6 0.16 237 3.49 0.0199
2013-11-14 2013-09-30 13F DOMINION RES INC VA COM 25746U109 3,652 3,652 229 0.0229
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.