Dominion Energy, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership14,754 shares
Latest Disclosed Value $ 912,069
Heritage Wealth Advisors reports 1.42% increase in ownership of D / Dominion Energy, Inc.

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 14,754 shares of Dominion Energy, Inc. (MX:D) valued at $912,069 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 14,548 shares of Dominion Energy, Inc.. This represents a change in shares of 1.42% 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)
2026-05-13 2026-03-31 13F Dominion Res Inc Va COM 25746U109 14,754 206 1.42 912 7.04 0.0356
2026-02-13 2025-12-31 13F Dominion Res Inc Va COM 25746U109 14,548 20 0.14 852 -4.05 0.0326
2025-11-13 2025-09-30 13F Dominion Res Inc Va COM 25746U109 14,528 20 0.14 889 8.42 0.0389
2025-08-11 2025-06-30 13F Dominion Res Inc Va COM 25746U109 14,508 23 0.16 820 0.86 0.0389
2025-05-08 2025-03-31 13F Dominion Res Inc Va COM 25746U109 14,485 -263 -1.78 812 2.27 0.0411
2025-02-12 2024-12-31 13F Dominion Res Inc Va COM 25746U109 14,748 114 0.78 794 -6.04 0.0394
2024-11-12 2024-09-30 13F Dominion Res Inc Va COM 25746U109 14,634 -958 -6.14 846 10.75 0.0397
2024-12-12 2024-06-30 13F/A-1 Dominion Res Inc Va COM 25746U109 15,592 -2,878 -15.58 764 -15.97 0.0345
2024-08-06 2024-06-30 13F Dominion Res Inc Va COM 25746U109 15,592 -2,878 764 0.0345
2024-12-12 2024-03-31 13F/A-1 Dominion Res Inc Va COM 25746U109 18,470 359 1.98 909 6.70 0.0415
2024-05-08 2024-03-31 13F Dominion Res Inc Va COM 25746U109 17,032 -1,079 838 0.0384
2024-12-12 2023-12-31 13F/A-1 Dominion Res Inc Va COM 25746U109 18,111 1,739 10.62 851 16.42 0.0423
2024-02-12 2023-12-31 13F Dominion Res Inc Va COM 25746U109 17,049 677 801 0.0399
2024-12-12 2023-09-30 13F/A-1 Dominion Res Inc Va COM 25746U109 16,372 -5,360 -24.66 731 -35.02 0.0399
2023-11-09 2023-09-30 13F Dominion Res Inc Va COM 25746U109 16,372 -5,360 731 0.0399
2024-12-12 2023-06-30 13F/A-1 Dominion Res Inc Va COM 25746U109 21,732 1 0.00 1,126 -7.33 0.0596
2023-08-09 2023-06-30 13F Dominion Res Inc Va COM 25746U109 21,732 1 1,126 0.0596
2023-05-04 2023-03-31 13F Dominion Res Inc Va COM 25746U109 21,731 -238,284 -91.64 1,215 -92.39 0.0677
2024-12-12 2022-12-31 13F/A-1 Dominion Res Inc Va COM 25746U109 260,015 3,757 1.47 15,944 -9.97 0.9234
2023-02-07 2022-12-31 13F Dominion Res Inc Va COM 25746U109 260,015 3,757 15,944 0.9234
2024-12-12 2022-09-30 13F/A-1 Dominion Res Inc Va COM 25746U109 256,258 8,602 3.47 17,710 93,110.53 1.2847
2022-11-10 2022-09-30 13F Dominion Res Inc Va COM 25746U109 256,258 8,602 18 1.2847
2022-08-04 2022-06-30 13F Dominion Res Inc Va COM 25746U109 247,656 30,737 14.17 20 5.56 1.3738
2022-05-11 2022-03-31 13F Dominion Res Inc Va COM 25746U109 216,919 -67,307 -23.68 18 -18.18 1.0200
2022-03-28 2021-12-31 13F/A-1 Dominion Res Inc Va COM 25746U109 284,226 24,964 9.63 22 -99.88 1.2262
2022-02-02 2021-12-31 13F Dominion Res Inc Va COM 25746U109 284,226 24,964 22,329 1.2262
2021-11-02 2021-09-30 13F Dominion Res Inc Va COM 25746U109 259,262 12,514 5.07 18,931 4.29 1.1595
2021-08-09 2021-06-30 13F/A-1 Dominion Res Inc Va COM 25746U109 246,748 18,036 7.89 18,153 4.50 1.1179
2021-07-27 2021-06-30 13F Dominion Res Inc Va COM 25746U109 163,288 -65,424 12,279 0.7674
2021-04-27 2021-03-31 13F Dominion Res Inc Va COM 25746U109 228,712 65,424 40.07 17,373 41.48 1.0473
2021-02-01 2020-12-31 13F Dominion Res Inc Va COM 25746U109 163,288 2,630 1.64 12,279 -3.16 0.7674
2020-11-03 2020-09-30 13F Dominion Res Inc Va COM 25746U109 160,658 45,775 39.84 12,681 35.96 1.6370
2020-07-17 2020-06-30 13F/A-1 Dominion Res Inc Va COM 25746U109 114,883 32,481 39.42 9,326 56.79 1.3047
2020-07-17 2020-06-30 13F Dominion Res Inc Va COM 25746U109 318 -82,084 9,326 1,305,074.9026
2020-05-05 2020-03-31 13F Dominion Res Inc Va COM 25746U109 82,402 61,819 300.34 5,949 249.06 1.0660
2020-02-04 2019-12-31 13F Dominion Res Inc Va COM 25746U109 20,583 772 3.90 1,705 6.17 0.2251
2019-10-30 2019-09-30 13F Dominion Res Inc Va COM 25746U109 19,811 399 2.06 1,605 7.00 0.2365
2019-08-05 2019-06-30 13F Dominion Res Inc Va COM 25746U109 19,412 434 2.29 1,501 3.16 0.2301
2019-05-06 2019-03-31 13F Dominion Res Inc Va COM 25746U109 18,978 2,495 15.14 1,455 23.53 0.2391
2019-01-26 2018-12-31 13F Dominion Res Inc Va COM 25746U109 16,483 25 0.15 1,177 1.82 0.2300
2018-11-14 2018-09-30 13F Dominion Res Inc Va COM 25746U109 16,458 26 0.16 1,156 3.21 0.2264
2018-07-19 2018-06-30 13F DOMINION ENERGY COM 25746U109 16,432 27 0.16 1,120 1.36 0.4188
2018-05-10 2018-03-31 13F DOMINION ENERGY COM 25746U109 16,405 38 0.23 1,105 -16.73 0.4588
2018-02-02 2017-12-31 13F DOMINION ENERGY COM 25746U109 16,367 87 0.53 1,327 5.91 0.5677
2017-11-07 2017-09-30 13F DOMINION ENERGY COM 25746U109 16,280 21 0.13 1,253 0.40 0.6304
2017-07-27 2017-06-30 13F DOMINION ENERGY COM 25746U109 16,259 19 0.12 1,248 -0.95 0.6460
2017-05-10 2017-03-31 13F DOMINION RES INC VA COM 25746U109 16,240 21 0.13 1,260 1.29 0.6793
2017-01-27 2016-12-31 13F DOMINION RES INC VA COM 25746U109 16,219 -1,481 -8.37 1,244 -5.33 0.8131
2016-10-28 2016-09-30 13F DOMINION RES INC VA COM 25746U109 17,700 -1,455 -7.60 1,314 -12.05 0.9101
2016-08-04 2016-06-30 13F DOMINION RES INC VA COM 25746U109 19,155 137 0.72 1,494 4.62 1.0089
2016-05-02 2016-03-31 13F DOMINION RES INC VA COM 25746U109 19,018 0 0.00 1,428 10.87 1.1192
2016-02-02 2015-12-31 13F DOMINION RES INC VA COM 25746U109 19,018 -575 -2.93 1,288 -6.60 1.0853
2015-10-22 2015-09-30 13F DOMINION RES INC VA COM 25746U109 19,593 61 0.31 1,379 5.67 1.1853
2015-08-06 2015-06-30 13F DOMINION RES INC VA COM 25746U109 19,532 0 0.00 1,305 -5.71 1.0832
2015-05-06 2015-03-31 13F DOMINION RES INC VA COM 25746U109 19,532 29 0.15 1,384 -7.67 1.1418
2015-02-10 2014-12-31 13F DOMINION RES INC VA COM 25746U109 19,503 2,975 18.00 1,499 31.38 1.3388
2014-11-13 2014-09-30 13F/A-1 DOMINION RES INC VA COM 25746U109 16,528 1,131 7.35 1,141 3.54 1.1860
2014-11-07 2014-09-30 13F DOMINION RES INC VA COM 25746U109 16,528 1,141
2014-08-06 2014-06-30 13F DOMINION RES INC VA COM 25746U109 15,397 0 0.00 1,102 0.73 1.1806
2014-05-05 2014-03-31 13F DOMINION RES INC VA COM 25746U109 15,397 -300 -1.91 1,094 7.78 1.2657
2014-02-07 2013-12-31 13F DOMINION RES INC VA COM 25746U109 15,697 15,697 1,015 1.2789
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.