Dominion Energy, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership19,484 shares
Latest Disclosed Value $ 1,204,477
Wealthcare Advisory Partners LLC reports 56.31% increase in ownership of D / Dominion Energy, Inc.

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 19,484 shares of Dominion Energy, Inc. (MX:D) valued at $1,204,477 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 12,465 shares of Dominion Energy, Inc.. This represents a change in shares of 56.31% 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)
2026-04-14 2026-03-31 13F DOMINION ENERGY COM 25746U109 19,484 7,019 56.31 1,204 64.93 0.0234
2026-01-14 2025-12-31 13F DOMINION ENERGY COM 25746U109 12,465 -4,023 -24.40 730 -27.58 0.0143
2025-11-07 2025-09-30 13F DOMINION ENERGY COM 25746U109 16,488 106 0.65 1,009 8.97 0.0210
2025-07-22 2025-06-30 13F DOMINION ENERGY COM 25746U109 16,382 1,003 6.52 926 7.31 0.0211
2025-04-15 2025-03-31 13F DOMINION ENERGY COM 25746U109 15,379 -128 -0.83 862 3.23 0.0231
2025-01-15 2024-12-31 13F DOMINION ENERGY COM 25746U109 15,507 7,072 83.84 835 71.46 0.0232
2024-11-04 2024-09-30 13F DOMINION ENERGY COM 25746U109 8,435 32 0.38 487 18.49 0.0139
2024-08-12 2024-06-30 13F DOMINION ENERGY COM 25746U109 8,403 -6,079 -41.98 412 -42.28 0.0129
2024-04-15 2024-03-31 13F DOMINION ENERGY COM 25746U109 14,482 55 0.38 712 5.01 0.0234
2024-02-06 2023-12-31 13F DOMINION ENERGY COM 25746U109 14,427 -1,389 -8.78 678 -3.97 0.0270
2023-10-12 2023-09-30 13F DOMINION ENERGY COM 25746U109 15,816 -1,399 -8.13 706 -20.76 0.0324
2023-07-17 2023-06-30 13F DOMINION ENERGY COM 25746U109 17,215 -142 -0.82 892 -8.14 0.0399
2023-05-04 2023-03-31 13F DOMINION ENERGY COM 25746U109 17,357 92 0.53 970 -8.32 0.0417
2023-02-13 2022-12-31 13F DOMINION ENERGY COMMON 25746U109 17,265 461 2.74 1,059 -8.87 0.0506
2022-11-14 2022-09-30 13F DOMINION ENERGY COMMON 25746U109 16,804 806 5.04 1,161 -9.08 0.0662
2022-08-15 2022-06-30 13F DOMINION ENERGY COMMON 25746U109 15,998 1,703 11.91 1,277 5.10 0.0773
2022-04-15 2022-03-31 13F DOMINION ENERGY COMMON 25746U109 14,295 -261 -1.79 1,215 6.21 0.0738
2022-02-11 2021-12-31 13F DOMINION ENERGY COMMON 25746U109 14,556 -791 -5.15 1,144 2.05 0.0684
2021-11-15 2021-09-30 13F DOMINION ENERGY Equity 25746U109 15,347 657 4.47 1,121 3.70 0.0733
2021-08-16 2021-06-30 13F DOMINION ENERGY COMMON 25746U109 14,690 -385 -2.55 1,081 -5.59 0.0723
2021-04-30 2021-03-31 13F DOMINION ENERGY COMMON 25746U109 15,075 -1,626 -9.74 1,145 -8.84 0.0829
2021-02-12 2020-12-31 13F DOMINION ENERGY COMMON 25746U109 16,701 2,175 14.97 1,256 9.50 0.1116
2020-10-29 2020-09-30 13F DOMINION ENERGY COMMON 25746U109 14,526 1,328 10.06 1,147 7.10 0.1258
2020-07-29 2020-06-30 13F DOMINION ENERGY COMMON 25746U109 13,198 1,620 13.99 1,071 28.11 0.1335
2020-04-29 2020-03-31 13F DOMINION ENERGY COMMON 25746U109 11,578 -1,151 -9.04 836 -20.68 0.1225
2020-01-29 2019-12-31 13F DOMINION RES INC VA COMMON 25746U109 12,729 463 3.77 1,054 6.04 0.1340
2019-10-16 2019-09-30 13F DOMINION RES INC VA COMMON 25746U109 12,266 770 6.70 994 11.81 0.1442
2019-07-30 2019-06-30 13F DOMINION RES INC VA COMMON 25746U109 11,496 302 2.70 889 3.61 0.1408
2019-05-13 2019-03-31 13F DOMINION RES INC VA COMMON 25746U109 11,194 -63 -0.56 858 6.72 0.1463
2019-02-14 2018-12-31 13F DOMINION RES INC VA COMMON 25746U109 11,257 54 0.48 804 2.16 0.1560
2018-11-14 2018-09-30 13F DOMINION RES INC VA COMMON 25746U109 11,203 125 1.13 787 4.24 0.1445
2018-08-13 2018-06-30 13F DOMINION RES INC VA COMMON 25746U109 11,078 -115 -1.03 755 0.00 0.1480
2018-05-14 2018-03-31 13F DOMINION RES INC VA COMMON 25746U109 11,193 -1,031 -8.43 755 -23.81 0.1706
2018-02-14 2017-12-31 13F DOMINION RES INC VA COMMON 25746U109 12,224 756 6.59 991 12.36 0.2548
2017-11-15 2017-09-30 13F DOMINION RES INC VA COMMON 25746U109 11,468 11,468 882 0.2621
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.