Dominion Energy, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionAdvisorNet Financial, Inc
Latest Disclosed Ownership3,878 shares
Latest Disclosed Value $ 239,721
AdvisorNet Financial, Inc reports 5.81% decrease in ownership of D / Dominion Energy, Inc.

On April 17, 2026 - AdvisorNet Financial, Inc filed a 13F-HR form disclosing ownership of 3,878 shares of Dominion Energy, Inc. (MX:D) valued at $239,721 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 4,117 shares of Dominion Energy, Inc.. This represents a change in shares of -5.81% during the quarter.

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)
2026-04-17 2026-03-31 13F DOMINION RESOURCES Stock 25746U109 3,878 -239 -5.81 240 -0.83 0.0124
2026-01-20 2025-12-31 13F DOMINION RESOURCES Stock 25746U109 4,117 -870 -17.45 241 -20.98 0.0128
2025-10-09 2025-09-30 13F DOMINION RESOURCES Stock 25746U109 4,987 229 4.81 305 13.81 0.0173
2025-07-14 2025-06-30 13F DOMINION RESOURCES Stock 25746U109 4,758 25 0.53 269 1.13 0.0173
2025-04-07 2025-03-31 13F DOMINION RESOURCES Stock 25746U109 4,733 490 11.55 265 16.23 0.0197
2025-01-13 2024-12-31 13F DOMINION RESOURCES Stock 25746U109 4,243 -120 -2.75 229 -9.52 0.0191
2024-10-15 2024-09-30 13F DOMINION RESOURCES Stock 25746U109 4,363 637 17.10 252 38.46 0.0188
2024-07-16 2024-06-30 13F DOMINION RESOURCES Stock 25746U109 3,726 -266 -6.66 183 -7.14 0.0166
2024-04-12 2024-03-31 13F DOMINION RESOURCES Stock 25746U109 3,992 819 25.81 196 31.54 0.0189
2024-01-19 2023-12-31 13F DOMINION RESOURCES Stock 25746U109 3,173 -126 -3.82 149 1.36 0.0138
2023-10-12 2023-09-30 13F DOMINION RESOURCES Stock 25746U109 3,299 -5,148 -60.94 147 -66.36 0.0134
2023-07-14 2023-06-30 13F DOMINION RESOURCES Stock 25746U109 8,447 144 1.73 437 -5.82 0.0374
2023-04-28 2023-03-31 13F DOMINION RESOURCES Stock 25746U109 8,303 108 1.32 464 -7.57 0.0425
2023-01-13 2022-12-31 13F DOMINION RESOURCES Stock 25746U109 8,195 143 1.78 503 -9.71 0.0494
2022-10-04 2022-09-30 13F DOMINION RESOURCES Stock 25746U109 8,052 192 2.44 556 -11.32 0.0555
2022-07-07 2022-06-30 13F DOMINION RESOURCES Stock 25746U109 7,860 116 1.50 627 -4.71 0.0616
2022-04-14 2022-03-31 13F DOMINION RESOURCES Stock 25746U109 7,744 -48 -0.62 658 7.52 0.0414
2022-01-19 2021-12-31 13F DOMINION RESOURCES Stock 25746U109 7,792 -74 -0.94 612 6.62 0.0377
2021-10-15 2021-09-30 13F DOMINION RESOURCES Stock 25746U109 7,866 662 9.19 574 8.30 0.0399
2021-07-06 2021-06-30 13F DOMINION RESOURCES Stock 25746U109 7,204 -585 -7.51 530 -10.47 0.0351
2021-04-14 2021-03-31 13F DOMINION RESOURCES Stock 25746U109 7,789 47 0.61 592 1.72 0.0421
2021-02-04 2020-12-31 13F DOMINION RESOURCES Stock 25746U109 7,742 -360 -4.44 582 -8.92 0.0470
2020-11-06 2020-09-30 13F DOMINION RESOURCES Stock 25746U109 8,102 -21,617 -72.74 639 -73.52 0.0548
2020-08-26 2020-06-30 13F DOMINION RESOURCES Stock 25746U109 29,719 -356 -1.18 2,413 11.15 0.1944
2020-05-14 2020-03-31 13F DOMINION RESOURCES Stock 25746U109 30,075 -855 -2.76 2,171 -15.26 0.2003
2020-02-12 2019-12-31 13F DOMINION RESOURCES Stock 25746U109 30,930 411 1.35 2,562 3.60 0.2174
2019-10-23 2019-09-30 13F DOMINION RESOURCES Stock 25746U109 30,519 23,153 314.32 2,473 333.86 0.2273
2019-07-15 2019-06-30 13F DOMINION RESOURCES Stock 25746U109 7,366 -24 -0.32 570 0.53 0.0631
2019-05-14 2019-03-31 13F DOMINION RESOURCES Stock 25746U109 7,390 1,000 15.65 567 24.07 0.0693
2019-02-08 2018-12-31 13F DOMINION RESOURCES Stock 25746U109 6,390 2,343 57.89 457 60.92 0.0632
2018-11-14 2018-09-30 13F DOMINION RESOURCES Stock 25746U109 4,047 3,272 422.19 284 435.85 0.0357
2018-07-26 2018-06-30 13F DOMINION RESOURCES Stock 25746U109 775 405 109.46 53 112.00 0.0072
2018-05-08 2018-03-31 13F DOMINION RESOURCES Stock 25746U109 370 200 117.65 25 78.57 0.0035
2018-02-27 2017-12-31 13F DOMINION RESOURCES Stock 25746U109 170 170 14 0.0021
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.