Dominion Energy, Inc.
IT ˙ BIT ˙ US25746U1097
55,30 € 0,00 (0,00%)
2026-06-05
DEL PRIS
SecurityIT:1D / Dominion Energy, Inc.
InstitutionGeneos Wealth Management Inc.
Latest Disclosed Ownership14,261 shares
Latest Disclosed Value $ 881,611
Geneos Wealth Management Inc. reports 7.95% increase in ownership of 1D / Dominion Energy, Inc.

On May 4, 2026 - Geneos Wealth Management Inc. filed a 13F-HR form disclosing ownership of 14,261 shares of Dominion Energy, Inc. (IT:1D) valued at $734,584 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 13,211 shares of Dominion Energy, Inc.. This represents a change in shares of 7.95% during the quarter. The current value of the position is $788,633 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-04 2026-03-31 13F DOMINION ENERGY COM 25746U109 14,261 1,050 7.95 882 13.82 0.0205
2026-01-28 2025-12-31 13F DOMINION ENERGY COM 25746U109 13,211 -192 -1.43 774 -5.49 0.0189
2025-10-22 2025-09-30 13F DOMINION ENERGY COM 25746U109 13,403 -3,414 -20.30 820 -13.79 0.0208
2025-08-18 2025-06-30 13F DOMINION ENERGY COM 25746U109 16,817 5,483 48.38 950 49.61 0.0232
2025-05-21 2025-03-31 13F/A-1 DOMINION ENERGY COM 25746U109 11,334 796 7.55 635 11.99 0.0213
2025-05-08 2025-03-31 13F DOMINION ENERGY COM 25746U109 15,508 4,970 1,144 0.0289
2025-01-21 2024-12-31 13F DOMINION ENERGY COM 25746U109 10,538 -1,597 -13.16 568 -19.12 0.0199
2024-11-14 2024-09-30 13F DOMINION ENERGY COM 25746U109 12,135 -46,789 -79.41 701 -75.72 0.0268
2024-07-23 2024-06-30 13F DOMINION ENERGY COM 25746U109 58,924 -19,965 -25.31 2,887 -25.59 0.1282
2024-05-03 2024-03-31 13F DOMINION ENERGY COM 25746U109 78,889 4,136 5.53 3,881 10.45 0.1777
2024-01-26 2023-12-31 13F DOMINION ENERGY COM 25746U109 74,753 -20,297 -21.35 3,513 -17.24 0.1735
2023-10-11 2023-09-30 13F DOMINION ENERGY COM 25746U109 95,050 4,405 4.86 4,246 -9.57 0.2186
2023-08-08 2023-06-30 13F DOMINION ENERGY COM 25746U109 90,645 15,000 19.83 4,695 11.00 0.2459
2023-04-25 2023-03-31 13F DOMINION ENERGY COM 25746U109 75,645 -5,247 -6.49 4,229 -14.74 0.2568
2023-01-31 2022-12-31 13F DOMINION ENERGY COM 25746U109 80,892 24,747 44.08 4,960 27.84 0.3004
2022-11-14 2022-09-30 13F DOMINION ENERGY COM 25746U109 56,145 -12,764 -18.52 3,880 -30.69 0.2672
2022-07-22 2022-06-30 13F DOMINION ENERGY COM 25746U109 68,909 4,336 6.71 5,598 2.04 0.2765
2022-05-16 2022-03-31 13F DOMINION ENERGY COM 25746U109 64,573 -444 -0.68 5,486 7.34 0.2356
2022-02-09 2021-12-31 13F DOMINION ENERGY COM 25746U109 65,017 -11,039 -14.51 5,111 -7.12 0.1946
2021-11-09 2021-09-30 13F DOMINION ENERGY COM 25746U109 76,056 1,391 1.86 5,503 -0.67 0.2108
2021-07-08 2021-06-30 13F DOMINION ENERGY COM 25746U109 74,665 -2,250 -2.93 5,540 -9.92 0.2161
2021-06-17 2021-03-31 13F DOMINION ENERGY COM 25746U109 76,915 601 0.79 6,150 14.72 0.1717
2021-05-19 2020-12-31 13F DOMINION ENERGY COM 25746U109 76,314 2,102 2.83 5,361 -6.29 0.2153
2021-09-07 2020-09-30 13F DOMINION ENERGY COM 25746U109 74,212 -15,282 -17.08 5,721 -19.76 0.2966
2021-09-07 2020-06-30 13F DOMINION ENERGY COM 25746U109 89,494 -494 -0.55 7,130 8.42 0.3966
2021-09-07 2020-03-31 13F DOMINION ENERGY COM 25746U109 89,988 1,562 1.77 6,576 -9.30 0.4418
2021-09-07 2019-12-31 13F DOMINION ENERGY COM 25746U109 88,426 4,559 5.44 7,250 6.74 0.3868
2021-09-07 2019-09-30 13F DOMINION ENERGY COM 25746U109 83,867 -296 -0.35 6,792 4.32 0.4056
2021-09-07 2019-06-30 13F DOMINION ENERGY COM 25746U109 84,163 64,588 329.95 6,511 334.07 0.4038
2021-09-07 2019-03-31 13F DOMINION ENERGY COM 25746U109 19,575 2,308 13.37 1,500 18.58 0.0990
2021-09-07 2018-12-31 13F DOMINION ENERGY COM 25746U109 17,267 2,626 17.94 1,265 23.05 0.0936
2021-09-07 2018-09-30 13F DOMINION ENERGY COM 25746U109 14,641 267 1.86 1,028 4.90 0.0685
2021-09-07 2018-06-30 13F DOMINION ENERGY COM 25746U109 14,374 -636 -4.24 980 -3.16 0.0764
2021-09-07 2018-03-31 13F DOMINION ENERGY COM 25746U109 15,010 174 1.17 1,012 -15.81 0.0884
2021-09-07 2017-12-31 13F DOMINION ENERGY COM 25746U109 14,836 1,561 11.76 1,202 17.73 0.1074
2021-09-07 2017-09-30 13F DOMINION ENERGY COM 25746U109 13,275 776 6.21 1,021 6.69 0.1014
2021-09-07 2017-06-30 13F DOMINION ENERGY COM 25746U109 12,499 740 6.29 957 4.93 0.0982
2021-09-07 2017-03-31 13F DOMINION ENERGY COM 25746U109 11,759 -183 -1.53 912 -0.22 0.0948
2021-09-07 2016-12-31 13F DOMINION ENERGY COM 25746U109 11,942 -1,654 -12.17 914 -9.42 0.1206
2021-09-07 2016-09-30 13F DOMINION ENERGY COM 25746U109 13,596 1,611 13.44 1,009 8.15 0.1359
2021-09-07 2016-06-30 13F DOMINION ENERGY COM 25746U109 11,985 205 1.74 933 5.07 0.1354
2021-09-07 2016-03-31 13F DOMINION ENERGY COM 25746U109 11,780 11,780 888 0.1358
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.