Dominion Energy, Inc.
IT ˙ BIT ˙ US25746U1097
55,30 € 0,00 (0,00%)
2026-06-05
DEL PRIS
SecurityIT:1D / Dominion Energy, Inc.
InstitutionJfs Wealth Advisors, Llc
Latest Disclosed Ownership1,070 shares
Latest Disclosed Value $ 66,166
Jfs Wealth Advisors, Llc reports 26.26% decrease in ownership of 1D / Dominion Energy, Inc.

On April 20, 2026 - Jfs Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 1,070 shares of Dominion Energy, Inc. (IT:1D) valued at $55,116 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 1,451 shares of Dominion Energy, Inc.. This represents a change in shares of -26.26% during the quarter. The current value of the position is $59,171 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)
2026-04-20 2026-03-31 13F DOMINION ENERGY COM 25746U109 1,070 -381 -26.26 66 -22.35 0.0037
2026-01-14 2025-12-31 13F DOMINION ENERGY COM 25746U109 1,451 469 47.76 85 41.67 0.0048
2025-11-10 2025-09-30 13F DOMINION ENERGY COM 25746U109 982 716 269.17 60 300.00 0.0035
2025-07-24 2025-06-30 13F DOMINION ENERGY COM 25746U109 266 -557 -67.68 15 -67.39 0.0010
2025-04-22 2025-03-31 13F DOMINION ENERGY COM 25746U109 823 541 191.84 46 206.67 0.0031
2025-01-31 2024-12-31 13F DOMINION ENERGY COM 25746U109 282 -68 -19.43 15 -25.00 0.0010
2024-10-25 2024-09-30 13F DOMINION ENERGY COM 25746U109 350 59 20.27 20 42.86 0.0014
2024-07-15 2024-06-30 13F DOMINION ENERGY COM 25746U109 291 7 2.46 14 7.69 0.0011
2024-04-30 2024-03-31 13F DOMINION ENERGY COM 25746U109 284 100 54.35 14 62.50 0.0011
2024-02-07 2023-12-31 13F DOMINION ENERGY COM 25746U109 184 26 16.46 9 14.29 0.0007
2023-11-02 2023-09-30 13F DOMINION ENERGY COM 25746U109 158 -110 -41.04 7 -46.15 0.0007
2023-08-07 2023-06-30 13F DOMINION ENERGY COM 25746U109 268 -1,664 -86.13 14 -87.96 0.0012
2023-04-19 2023-03-31 13F DOMINION ENERGY COM 25746U109 1,932 -49 -2.47 108 -10.74 0.0102
2023-02-13 2022-12-31 13F DOMINION ENERGY COM 25746U109 1,981 -89 -4.30 121 -15.38 0.0119
2022-10-21 2022-09-30 13F DOMINION ENERGY COM 25746U109 2,070 10 0.49 143 -12.80 0.0157
2022-08-02 2022-06-30 13F DOMINION ENERGY COM 25746U109 2,060 1,796 680.30 164 645.45 0.0173
2022-05-02 2022-03-31 13F DOMINION ENERGY COM 25746U109 264 91 52.60 22 57.14 0.0021
2022-02-03 2021-12-31 13F DOMINION ENERGY COM 25746U109 173 51 41.80 14 55.56 0.0013
2021-11-09 2021-09-30 13F DOMINION ENERGY COM 25746U109 122 0 0.00 9 0.00 0.0009
2021-08-04 2021-06-30 13F DOMINION ENERGY COM 25746U109 122 0 0.00 9 0.00 0.0013
2021-04-28 2021-03-31 13F DOMINION ENERGY COM 25746U109 122 -50 -29.07 9 -30.77 0.0018
2021-02-01 2020-12-31 13F DOMINION ENERGY COM 25746U109 172 50 40.98 13 30.00 0.0027
2020-10-28 2020-09-30 13F DOMINION ENERGY COM 25746U109 122 0 0.00 10 0.00 0.0024
2020-08-05 2020-06-30 13F DOMINION ENERGY COM 25746U109 122 0 0.00 10 11.11 0.0026
2020-04-29 2020-03-31 13F DOMINION ENERGY COM 25746U109 122 0 0.00 9 -10.00 0.0027
2020-02-03 2019-12-31 13F DOMINION ENERGY COM 25746U109 122 0 0.00 10 0.00 0.0025
2019-10-30 2019-09-30 13F DOMINION ENERGY COM 25746U109 122 0 0.00 10 11.11 0.0026
2019-08-06 2019-06-30 13F DOMINION ENERGY COM 25746U109 122 0 0.00 9 0.00 0.0023
2019-04-23 2019-03-31 13F DOMINION ENERGY COM 25746U109 122 0 0.00 9 0.00 0.0023
2019-01-26 2018-12-31 13F DOMINION ENERGY COM 25746U109 122 -87 -41.63 9 -40.00 0.0024
2018-11-09 2018-09-30 13F DOMINION ENERGY COM 25746U109 209 87 71.31 15 87.50 0.0039
2018-07-25 2018-06-30 13F DOMINION ENERGY COM 25746U109 122 0 0.00 8 0.00 0.0021
2018-04-26 2018-03-31 13F DOMINION ENERGY COM 25746U109 122 -161 -56.89 8 -65.22 0.0021
2018-01-30 2017-12-31 13F DOMINION ENERGY COM 25746U109 283 46 19.41 23 27.78 0.0056
2017-10-20 2017-09-30 13F DOMINION ENERGY COM 25746U109 237 0 0.00 18 0.00 0.0047
2017-07-28 2017-06-30 13F DOMINION ENERGY COM 25746U109 237 0 0.00 18 0.00 0.0049
2017-04-24 2017-03-31 13F DOMINION RES INC VA COM 25746U109 237 0 0.00 18 0.00 0.0049
2017-01-30 2016-12-31 13F DOMINION RES INC VA COM 25746U109 237 0 0.00 18 0.00 0.0049
2016-10-26 2016-09-30 13F DOMINION RES INC VA COM 25746U109 237 75 46.30 18 50.00 0.0051
2016-04-25 2016-03-31 13F DOMINION RES INC VA COM 25746U109 162 0 0.00 12 9.09 0.0035
2016-02-03 2015-12-31 13F DOMINION RES INC VA COM 25746U109 162 25 18.25 11 10.00 0.0032
2015-10-27 2015-09-30 13F DOMINION RES INC VA COM 25746U109 137 -182 -57.05 10 -52.38 0.0044
2015-07-31 2015-06-30 13F DOMINION RES INC VA COM 25746U109 319 0 0.00 21 -8.70 0.0108
2015-04-28 2015-03-31 13F DOMINION RES INC VA COM 25746U109 319 -6 -1.85 23 -8.00 0.0108
2015-01-23 2014-12-31 13F DOMINION RES INC VA COM 25746U109 325 0 0.00 25 13.64 0.0040
2014-10-29 2014-09-30 13F DOMINION RES INC VA COM 25746U109 325 -1 -0.31 22 -4.35 0.0038
2014-07-29 2014-06-30 13F DOMINION RES INC VA COM 25746U109 326 326 23 0.0042
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.