Dominion Energy, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionStratos Wealth Partners, LTD.
Latest Disclosed Ownership54,212 shares
Latest Disclosed Value $ 3,351,388
Stratos Wealth Partners, LTD. reports 4.02% increase in ownership of D / Dominion Energy, Inc.

On April 28, 2026 - Stratos Wealth Partners, LTD. filed a 13F-HR form disclosing ownership of 54,212 shares of Dominion Energy, Inc. (MX:D) valued at $3,351,388 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 52,119 shares of Dominion Energy, Inc.. This represents a change in shares of 4.02% 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)
2026-04-28 2026-03-31 13F DOMINION ENERGY COM 25746U109 54,212 2,093 4.02 3,351 9.76 0.0381
2026-01-20 2025-12-31 13F DOMINION ENERGY COM 25746U109 52,119 4,166 8.69 3,054 4.09 0.0345
2025-11-06 2025-09-30 13F DOMINION ENERGY COM 25746U109 47,953 16,635 53.12 2,933 65.71 0.0346
2025-07-29 2025-06-30 13F DOMINION ENERGY COM 25746U109 31,318 -1,774 -5.36 1,770 -4.58 0.0239
2025-04-30 2025-03-31 13F DOMINION ENERGY COM 25746U109 33,092 -3,025 -8.38 1,855 -4.63 0.0282
2025-01-27 2024-12-31 13F DOMINION ENERGY COM 25746U109 36,117 -3,374 -8.54 1,945 -14.77 0.0275
2024-10-17 2024-09-30 13F DOMINION ENERGY COM 25746U109 39,491 4,608 13.21 2,282 33.53 0.0330
2024-07-24 2024-06-30 13F DOMINION ENERGY COM 25746U109 34,883 -631 -1.78 1,709 -2.12 0.0274
2024-04-16 2024-03-31 13F DOMINION ENERGY COM 25746U109 35,514 852 2.46 1,747 7.18 0.0290
2024-01-24 2023-12-31 13F DOMINION ENERGY COM 25746U109 34,662 -3,370 -8.86 1,629 -4.06 0.0304
2023-10-24 2023-09-30 13F DOMINION ENERGY COM 25746U109 38,032 -26,017 -40.62 1,699 -48.81 0.0366
2023-07-18 2023-06-30 13F DOMINION ENERGY COM 25746U109 64,049 3,444 5.68 3,317 -2.10 0.0751
2023-04-27 2023-03-31 13F DOMINION ENERGY COM 25746U109 60,605 -4,017 -6.22 3,388 -14.49 0.0903
2023-01-19 2022-12-31 13F DOMINION ENERGY COM 25746U109 64,622 8,970 16.12 3,963 3.02 0.1003
2022-10-24 2022-09-30 13F DOMINION ENERGY COM 25746U109 55,652 -2,675 -4.59 3,846 -17.38 0.1074
2022-07-22 2022-06-30 13F DOMINION ENERGY COM 25746U109 58,327 2,638 4.74 4,655 -1.63 0.1173
2022-04-26 2022-03-31 13F DOMINION ENERGY COM 25746U109 55,689 1,811 3.36 4,732 11.79 0.1057
2022-01-14 2021-12-31 13F DOMINION ENERGY COM 25746U109 53,878 -2,037 -3.64 4,233 3.67 0.0937
2021-10-19 2021-09-30 13F DOMINION ENERGY COM 25746U109 55,915 -3,922 -6.55 4,083 -7.25 0.1039
2021-07-19 2021-06-30 13F DOMINION ENERGY COM 25746U109 59,837 -378 -0.63 4,402 -3.76 0.1096
2021-04-27 2021-03-31 13F DOMINION ENERGY COM 25746U109 60,215 -7,854 -11.54 4,574 -10.65 0.1266
2021-01-29 2020-12-31 13F DOMINION ENERGY COM 25746U109 68,069 -648 -0.94 5,119 -5.62 0.1520
2020-10-29 2020-09-30 13F DOMINION ENERGY COM 25746U109 68,717 853 1.26 5,424 -1.54 0.1780
2020-07-28 2020-06-30 13F DOMINION ENERGY COM 25746U109 67,864 3,155 4.88 5,509 17.94 0.1962
2020-05-04 2020-03-31 13F DOMINION ENERGY COM 25746U109 64,709 -2,863 -4.24 4,671 -16.53 0.2141
2020-01-29 2019-12-31 13F DOMINION ENERGY COM 25746U109 67,572 12,287 22.22 5,596 24.91 0.2197
2019-11-12 2019-09-30 13F/A-1 DOMINION ENERGY COM 25746U109 55,285 814 1.49 4,480 6.36 0.1937
2019-11-12 2019-09-30 13F DOMINION ENERGY COM 25746U109 681 -53,790 5 176.3321
2019-08-06 2019-06-30 13F DOMINION ENERGY COM 25746U109 54,471 1,900 3.61 4,212 4.52 0.1824
2019-05-07 2019-03-31 13F DOMINION ENERGY COM 25746U109 52,571 9,030 20.74 4,030 29.54 0.1812
2019-02-08 2018-12-31 13F DOMINION ENERGY COM 25746U109 43,541 204 0.47 3,111 2.13 0.1604
2018-11-02 2018-09-30 13F DOMINION ENERGY COM 25746U109 43,337 -1,420 -3.17 3,046 -0.16 0.1361
2018-08-13 2018-06-30 13F DOMINION ENERGY COM 25746U109 44,757 -556 -1.23 3,051 -0.13 0.1361
2018-05-10 2018-03-31 13F DOMINION ENERGY COM 25746U109 45,313 2,061 4.77 3,055 -12.86 0.1287
2018-02-09 2017-12-31 13F DOMINION ENERGY COM 25746U109 43,252 -2,560 -5.59 3,506 -0.51 0.1573
2017-11-07 2017-09-30 13F DOMINION ENERGY COM 25746U109 45,812 -421 -0.91 3,524 -0.54 0.1663
2017-07-31 2017-06-30 13F DOMINION ENERGY COM 25746U109 46,233 2,538 5.81 3,543 4.54 0.1829
2017-05-11 2017-03-31 13F DOMINION RES INC VA COM 25746U109 43,695 4,579 11.71 3,389 13.12 0.1914
2017-02-02 2016-12-31 13F DOMINION RES INC VA COM 25746U109 39,116 811 2.12 2,996 5.31 0.1863
2016-11-01 2016-09-30 13F DOMINION RES INC VA COM 25746U109 38,305 2,247 6.23 2,845 1.25 0.1919
2016-08-12 2016-06-30 13F DOMINION RES INC VA COM 25746U109 36,058 6,891 23.63 2,810 28.25 0.2084
2016-05-09 2016-03-31 13F DOMINION RES INC VA COM 25746U109 29,167 11,067 61.14 2,191 79.00 0.1879
2016-02-16 2015-12-31 13F DOMINION RES INC VA COM 25746U109 18,100 -64 -0.35 1,224 -4.23 0.1021
2015-10-30 2015-09-30 13F DOMINION RES INC VA COM 25746U109 18,164 -1,890 -9.42 1,278 -4.70 0.1605
2015-08-12 2015-06-30 13F DOMINION RES INC VA COM 25746U109 20,054 1,252 6.66 1,341 0.52 0.1722
2015-05-13 2015-03-31 13F DOMINION RES INC VA COM 25746U109 18,802 3,991 26.95 1,334 17.12 0.1586
2015-02-09 2014-12-31 13F/A-1 DOMINION RES INC VA COM 25746U109 14,811 2,231 17.73 1,139 31.07 0.2050
2015-02-09 2014-12-31 13F DOMINION RES INC VA COM 25746U109 14,811 1,139
2014-11-06 2014-09-30 13F DOMINION RES INC VA COM 25746U109 12,580 251 2.04 869 -1.70 0.2038
2014-07-17 2014-06-30 13F/A-1 DOMINION RES INC VA COM 25746U109 12,329 12,329 884 0.2948
2014-07-16 2014-06-30 13F DOMINION RES INC VA COM 25746U109 12,730 12,730 2,424 0.6951
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.