Dominion Energy, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionSOA Wealth Advisors, LLC.
Latest Disclosed Ownership1,147 shares
Latest Disclosed Value $ 70,899
SOA Wealth Advisors, LLC. reports 0.79% increase in ownership of D / Dominion Energy, Inc.

On May 20, 2026 - SOA Wealth Advisors, LLC. filed a 13F-HR form disclosing ownership of 1,147 shares of Dominion Energy, Inc. (MX:D) valued at $70,899 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 1,138 shares of Dominion Energy, Inc.. This represents a change in shares of 0.79% 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)
2026-05-20 2026-03-31 13F DOMINION ENERGY INC COM Stock 25746U109 1,147 9 0.79 71 6.06 0.0134
2026-01-20 2025-12-31 13F DOMINION ENERGY INC COM Stock 25746U109 1,138 10 0.89 67 -2.94 0.0113
2025-10-21 2025-09-30 13F DOMINION ENERGY INC COM Stock 25746U109 1,128 9 0.80 69 7.94 0.0118
2025-07-18 2025-06-30 13F DOMINION ENERGY INC COM Stock 25746U109 1,119 10 0.90 63 1.61 0.0119
2025-04-14 2025-03-31 13F DOMINION ENERGY INC COM Stock 25746U109 1,109 10 0.91 62 5.08 0.0130
2025-02-06 2024-12-31 13F/A-1 DOMINION ENERGY INC COM Stock 25746U109 1,099 10 0.92 59 -4.84 0.0109
2025-01-28 2024-12-31 13F DOMINION ENERGY INC COM Stock 25746U109 1,099 10 59 0.0109
2024-11-20 2024-09-30 13F/A-1 DOMINION ENERGY INC COM Stock 25746U109 1,089 -619 -36.24 63 -25.30 0.0120
2024-10-09 2024-09-30 13F DOMINION ENERGY INC COM Stock 25746U109 1,089 -619 63 0.0120
2024-07-17 2024-06-30 13F DOMINION ENERGY INC COM Stock 25746U109 1,708 10 0.59 84 0.00 0.0168
2024-04-10 2024-03-31 13F DOMINION ENERGY INC COM Stock 25746U109 1,698 11 0.65 84 5.06 0.0173
2024-02-13 2023-12-31 13F/A-1 DOMINION ENERGY INC COM Stock 25746U109 1,687 10 0.60 79 6.76 0.0177
2024-01-10 2023-12-31 13F DOMINION ENERGY INC COM Stock 25746U109 1,687 10 79 0.0177
2023-10-10 2023-09-30 13F DOMINION ENERGY INC COM Stock 25746U109 1,677 -739 -30.59 75 -40.80 0.0186
2023-07-07 2023-06-30 13F DOMINION ENERGY INC COM Stock 25746U109 2,416 482 24.92 125 15.74 0.0293
2023-04-28 2023-03-31 13F DOMINION ENERGY INC COM Stock 25746U109 1,934 -157 -7.51 108 -15.62 0.0266
2023-01-10 2022-12-31 13F DOMINION ENERGY INC COM Stock 25746U109 2,091 9 0.43 128 -10.49 0.0345
2022-10-07 2022-09-30 13F DOMINION ENERGY INC COM Stock 25746U109 2,082 6 0.29 143 -13.33 0.0430
2022-07-13 2022-06-30 13F DOMINION ENERGY INC COM Stock 25746U109 2,076 6 0.29 165 -5.71 0.0486
2022-04-07 2022-03-31 13F DOMINION ENERGY INC COM Stock 25746U109 2,070 6 0.29 175 8.02 0.0427
2022-01-13 2021-12-31 13F DOMINION ENERGY INC COM Stock 25746U109 2,064 5 0.24 162 8.00 0.0392
2021-10-12 2021-09-30 13F DOMINION ENERGY INC COM Stock 25746U109 2,059 69 3.47 150 2.74 0.0384
2021-07-14 2021-06-30 13F DOMINION ENERGY INC COM Stock 25746U109 1,990 -28 -1.39 146 -4.58 0.0375
2021-04-26 2021-03-31 13F DOMINION ENERGY INC COM Stock 25746U109 2,018 0 0.00 153 4.08 0.0428
2021-03-10 2020-12-31 13F DOMINION ENERGY INC COM Stock 25746U109 2,018 2,018 147 0.0400
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.