Dominion Energy, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership34,688 shares
Latest Disclosed Value $ 2,144,407
Arkadios Wealth Advisors reports 0.98% decrease in ownership of D / Dominion Energy, Inc.

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 34,688 shares of Dominion Energy, Inc. (MX:D) valued at $2,144,407 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 35,032 shares of Dominion Energy, Inc.. This represents a change in shares of -0.98% 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)
2026-05-18 2026-03-31 13F DOMINION ENERGY INC COM Stock 25746U109 34,688 -344 -0.98 2,144 4.48 0.0226
2026-02-13 2025-12-31 13F DOMINION ENERGY INC COM Stock 25746U109 35,032 -378 -1.07 2,053 -5.26 0.0398
2025-10-29 2025-09-30 13F DOMINION ENERGY INC COM Stock 25746U109 35,410 8,231 30.28 2,166 41.02 0.0520
2025-08-04 2025-06-30 13F DOMINION ENERGY INC COM Stock 25746U109 27,179 1,788 7.04 1,536 7.94 0.0453
2025-05-08 2025-03-31 13F DOMINION ENERGY INC COM Stock 25746U109 25,391 20,461 415.03 1,424 436.98 0.0538
2025-01-15 2024-12-31 13F DOMINION ENERGY INC COM Stock 25746U109 4,930 569 13.05 266 5.16 0.0145
2024-10-24 2024-09-30 13F DOMINION ENERGY INC COM Stock 25746U109 4,361 220 5.31 252 24.75 0.0143
2024-07-29 2024-06-30 13F DOMINION ENERGY INC COM Stock 25746U109 4,141 4,141 203 0.0137
2022-02-03 2021-12-31 13F DOMINION ENERGY INC COM Stock 25746U109 0 -1,338 -100.00 0 0.0000
2021-10-19 2021-09-30 13F DOMINION ENERGY INC COM Stock 25746U109 1,338 -1,115 -45.45 0 0.0140
2021-07-28 2021-06-30 13F DOMINION ENERGY INC COM Stock 25746U109 2,453 -58 -2.31 0 0.0219
2021-04-26 2021-03-31 13F DOMINION ENERGY INC COM Stock 25746U109 2,511 50 2.03 0 0.0313
2021-02-09 2020-12-31 13F DOMINION ENERGY INC COM Stock 25746U109 2,461 615 33.32 0 -100.00 0.0388
2020-11-10 2020-09-30 13F DOMINION ENERGY INC COM Common Stock 25746U109 1,846 -57 -3.00 150 7.14 0.0754
2020-08-10 2020-06-30 13F DOMINION ENERGY INC COM Common Stock 25746U109 1,903 -858 -31.08 141 -29.65 0.0780
2020-05-14 2020-03-31 13F DOMINION ENERGY INC COM Common Stock 25746U109 2,761 236 9.35 199 -8.29 0.1270
2020-02-14 2019-12-31 13F DOMINION ENERGY INC COM Common Stock 25746U109 2,525 2,525 218 0.1304
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.