Dominion Energy, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionWedbush Securities Inc
Latest Disclosed Ownership15,335 shares
Latest Disclosed Value $ 948
Wedbush Securities Inc reports 41.56% increase in ownership of D / Dominion Energy, Inc.

On April 21, 2026 - Wedbush Securities Inc filed a 13F-HR form disclosing ownership of 15,335 shares of Dominion Energy, Inc. (MX:D) valued at $948 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 10,833 shares of Dominion Energy, Inc..

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)
2026-04-21 2026-03-31 13F DOMINION ENERGY COM 25746U109 15,335 4,502 41.56 1 0.0276
2026-02-12 2025-12-31 13F DOMINION ENERGY COM 25746U109 10,833 1,989 22.49 1 0.0185
2025-11-06 2025-09-30 13F DOMINION ENERGY COM 25746U109 8,844 -385 -4.17 1 0.0177
2025-08-06 2025-06-30 13F DOMINION ENERGY COM 25746U109 9,229 -3,550 -27.78 1 0.0182
2025-05-06 2025-03-31 13F DOMINION ENERGY COM 25746U109 12,779 2,019 18.76 1 0.0263
2025-02-13 2024-12-31 13F DOMINION ENERGY COM 25746U109 10,760 876 8.86 1 0.0207
2024-11-08 2024-09-30 13F DOMINION ENERGY COM 25746U109 9,884 -2,657 -21.19 1 0.0212
2024-08-07 2024-06-30 13F DOMINION ENERGY COM 25746U109 12,541 3,837 44.08 1 0.0220
2024-05-15 2024-03-31 13F DOMINION ENERGY COM 25746U109 8,704 114 1.33 0 0.0160
2024-02-12 2023-12-31 13F DOMINION ENERGY COM 25746U109 8,590 -496 -5.46 0 0.0179
2023-11-14 2023-09-30 13F DOMINION ENERGY COM 25746U109 9,086 -4,291 -32.08 0 0.0202
2023-08-14 2023-06-30 13F DOMINION ENERGY COM 25746U109 13,377 -301 -2.20 1 0.0331
2023-05-09 2023-03-31 13F DOMINION ENERGY COM 25746U109 13,678 4,534 49.58 1 0.0383
2023-01-31 2022-12-31 13F DOMINION ENERGY COM 25746U109 9,144 -4,452 -32.74 1 -100.00 0.0308
2022-10-18 2022-09-30 13F DOMINION ENERGY COM 25746U109 13,596 -2,656 -16.34 940 -27.53 0.0528
2022-07-21 2022-06-30 13F DOMINION ENERGY COM 25746U109 16,252 319 2.00 1,297 -4.21 0.0706
2022-04-19 2022-03-31 13F DOMINION ENERGY COM 25746U109 15,933 -888 -5.28 1,354 2.50 0.0620
2022-01-13 2021-12-31 13F DOMINION ENERGY COM 25746U109 16,821 -827 -4.69 1,321 2.48 0.0569
2021-10-08 2021-09-30 13F DOMINION ENERGY COM 25746U109 17,648 463 2.69 1,289 1.98 0.0612
2021-07-27 2021-06-30 13F DOMINION ENERGY COM 25746U109 17,185 2,097 13.90 1,264 10.30 0.0597
2021-04-26 2021-03-31 13F DOMINION ENERGY COM 25746U109 15,088 909 6.41 1,146 7.50 0.0635
2021-02-16 2020-12-31 13F DOMINION ENERGY COM 25746U109 14,179 -9,274 -39.54 1,066 -42.41 0.0935
2020-10-20 2020-09-30 13F DOMINION ENERGY COM 25746U109 23,453 4,165 21.59 1,851 18.20 0.1775
2020-07-16 2020-06-30 13F DOMINION ENERGY COM 25746U109 19,288 -58 -0.30 1,566 12.10 0.1481
2020-04-17 2020-03-31 13F DOMINION ENERGY COM 25746U109 19,346 -51,281 -72.61 1,397 -76.12 0.1663
2020-01-16 2019-12-31 13F DOMINION ENERGY COM 25746U109 70,627 4,058 6.10 5,849 8.42 0.5199
2019-10-17 2019-09-30 13F DOMINION ENERGY COM 25746U109 66,569 78 0.12 5,395 4.94 0.5278
2019-08-01 2019-06-30 13F DOMINION ENERGY COM 25746U109 66,491 -1,442 -2.12 5,141 -1.29 0.5168
2019-04-17 2019-03-31 13F DOMINION ENERGY COM 25746U109 67,933 -4,175 -5.79 5,208 1.07 0.5595
2019-01-31 2018-12-31 13F DOMINION ENERGY COM 25746U109 72,108 -3,102 -4.12 5,153 -2.52 0.6586
2018-11-13 2018-09-30 13F DOMINION ENERGY COM 25746U109 75,210 9,989 15.32 5,286 18.87 0.5997
2018-08-03 2018-06-30 13F DOMINION ENERGY COM 25746U109 65,221 14,893 29.59 4,447 31.03 0.5514
2018-05-01 2018-03-31 13F DOMINION ENERGY COM 25746U109 50,328 36,237 257.16 3,394 197.20 0.4432
2018-02-09 2017-12-31 13F DOMINION ENERGY COM 25746U109 14,091 -155 -1.09 1,142 4.20 0.1395
2017-10-31 2017-09-30 13F DOMINION ENERGY COM 25746U109 14,246 509 3.71 1,096 4.08 0.1424
2017-08-02 2017-06-30 13F DOMINION ENERGY COM 25746U109 13,737 -179 -1.29 1,053 -2.41 0.1366
2017-05-05 2017-03-31 13F DOMINION RESOURCES COM 25746U109 13,916 -27,652 -66.52 1,079 -66.11 0.1462
2017-01-25 2016-12-31 13F DOMINION RESOURCES COM 25746U109 41,568 1,518 3.79 3,184 7.06 0.4689
2016-11-04 2016-09-30 13F DOMINION RESOURCES COM 25746U109 40,050 1,260 3.25 2,974 -1.62 0.4429
2016-08-02 2016-06-30 13F DOMINION RESOURCES COM 25746U109 38,790 4,411 12.83 3,023 17.03 0.4948
2016-05-02 2016-03-31 13F DOMINION RESOURCES COM 25746U109 34,379 18,142 111.73 2,583 135.25 0.4489
2016-02-03 2015-12-31 13F DOMINION RESOURCES COM 25746U109 16,237 1,107 7.32 1,098 3.10 0.1984
2015-10-28 2015-09-30 13F DOMINION RESOURCES COM 25746U109 15,130 2,174 16.78 1,065 22.98 0.2139
2015-08-10 2015-06-30 13F DOMINION RESOURCES COM 25746U109 12,956 7,156 123.38 866 110.71 0.1598
2015-05-12 2015-03-31 13F DOMINION RESOURCES COM 25746U109 5,800 5,800 0.00 411 0.0698
2015-01-27 2014-12-31 13F DOMINION RESOURCES COM 25746U109 0 -3,400 -100.00 0 -100.00
2014-11-07 2014-09-30 13F DOMINION RESOURCES COM 25746U109 3,400 435 14.67 235 10.85 0.0366
2014-08-04 2014-06-30 13F DOMINION RESOURCES COM 25746U109 2,965 2,965 212 0.0338
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.