Dominion Energy, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionMeridian Wealth Management, LLC
Latest Disclosed Ownership20,392 shares
Latest Disclosed Value $ 1,260,651
Meridian Wealth Management, LLC reports 11.80% increase in ownership of D / Dominion Energy, Inc.

On May 6, 2026 - Meridian Wealth Management, LLC filed a 13F-HR form disclosing ownership of 20,392 shares of Dominion Energy, Inc. (MX:D) valued at $1,260,651 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 18,240 shares of Dominion Energy, Inc.. This represents a change in shares of 11.80% 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)
2026-05-06 2026-03-31 13F DOMINION ENERGY COM 25746U109 20,392 2,152 11.80 1,261 17.98 0.0435
2026-02-04 2025-12-31 13F DOMINION ENERGY COM 25746U109 18,240 5,940 48.29 1,069 42.02 0.0376
2025-11-04 2025-09-30 13F DOMINION ENERGY COM 25746U109 12,300 -409 -3.22 752 4.74 0.0288
2025-08-08 2025-06-30 13F DOMINION ENERGY COM 25746U109 12,709 33 0.26 718 1.13 0.0307
2025-05-12 2025-03-31 13F DOMINION ENERGY COM 25746U109 12,676 816 6.88 711 11.29 0.0344
2025-02-06 2024-12-31 13F DOMINION ENERGY COM 25746U109 11,860 5,687 92.13 639 79.21 0.0302
2024-11-12 2024-09-30 13F DOMINION ENERGY COM 25746U109 6,173 784 14.55 357 34.85 0.0175
2024-08-08 2024-06-30 13F DOMINION ENERGY COM 25746U109 5,389 5,389 264 0.0316
2024-04-25 2024-03-31 13F DOMINION ENERGY COM 25746U109 0 -9,749 -100.00 0 -100.00
2024-02-08 2023-12-31 13F DOMINION ENERGY COM 25746U109 9,749 -987 -9.19 458 -4.38 0.0293
2023-10-17 2023-09-30 13F DOMINION ENERGY COM 25746U109 10,736 -112 -1.03 480 -14.62 0.0294
2023-08-02 2023-06-30 13F DOMINION ENERGY COM 25746U109 10,848 -997 -8.42 562 -15.26 0.0474
2023-05-15 2023-03-31 13F DOMINION ENERGY COM 25746U109 11,845 -302 -2.49 662 -11.02 0.0578
2023-02-14 2022-12-31 13F DOMINION ENERGY COM 25746U109 12,147 -1,373 -10.16 745 -20.34 0.0729
2022-11-14 2022-09-30 13F DOMINION ENERGY COM 25746U109 13,520 -748 -5.24 934 -18.00 0.1005
2022-08-05 2022-06-30 13F DOMINION ENERGY COM 25746U109 14,268 1,027 7.76 1,139 1.24 0.0932
2022-05-12 2022-03-31 13F DOMINION ENERGY COM 25746U109 13,241 -1,365 -9.35 1,125 -1.92 0.1230
2022-01-27 2021-12-31 13F DOMINION ENERGY COM 25746U109 14,606 485 3.43 1,147 11.25 0.1225
2021-10-15 2021-09-30 13F DOMINION ENERGY COM 25746U109 14,121 1,442 11.37 1,031 10.50 0.1272
2021-07-22 2021-06-30 13F DOMINION ENERGY COM 25746U109 12,679 22 0.17 933 -2.91 0.1189
2021-05-07 2021-03-31 13F DOMINION ENERGY COM 25746U109 12,657 -517 -3.92 961 -2.93 0.1399
2021-01-19 2020-12-31 13F DOMINION ENERGY COM 25746U109 13,174 897 7.31 990 2.27 0.1571
2020-10-09 2020-09-30 13F DOMINION ENERGY COM 25746U109 12,277 3,039 32.90 968 29.24 0.2373
2020-07-15 2020-06-30 13F DOMINION ENERGY COM 25746U109 9,238 -1,273 -12.11 749 -1.19 0.2507
2020-04-16 2020-03-31 13F DOMINION ENERGY COM 25746U109 10,511 116 1.12 758 -11.86 0.3358
2020-01-09 2019-12-31 13F DOMINION ENERGY COM 25746U109 10,395 -44 -0.42 860 1.65 0.4136
2019-11-08 2019-09-30 13F DOMINION ENERGY COM 25746U109 10,439 281 2.77 846 -89.23 0.3983
2019-07-19 2019-06-30 13F DOMINION ENERGY COM 25746U109 10,158 457 4.71 7,853 955.51 0.3178
2019-06-03 2019-03-31 13F/A-1 DOMINION ENERGY COM 25746U109 9,701 427 4.60 744 12.22 0.3385
2019-05-15 2019-03-31 13F DOMINION ENERGY COM 25746U109 9,701 427 7,437
2019-02-05 2018-12-31 13F DOMINION ENERGY COM 25746U109 9,274 5 0.05 663 1.84 0.3905
2018-10-19 2018-09-30 13F DOMINION ENERGY COM 25746U109 9,269 39 0.42 651 3.50 0.2799
2018-08-06 2018-06-30 13F DOMINION ENERGY COM 25746U109 9,230 -75 -0.81 629 0.32 0.2960
2018-05-08 2018-03-31 13F DOMINION ENERGY COM 25746U109 9,305 200 2.20 627 -10.43 0.3127
2018-01-30 2017-12-31 13F DOMINION ENERGY COM 25746U109 9,105 0 0.00 700 0.00 0.4313
2017-10-31 2017-09-30 13F DOMINION ENERGY COM 25746U109 9,105 -430 -4.51 700 -4.24 0.4438
2017-07-25 2017-06-30 13F DOMINION ENERGY COM 25746U109 9,535 -54 -0.56 731 -1.75 0.4631
2017-05-17 2017-03-31 13F/A-1 DOMINION RES INC VA COM 25746U109 9,589 9,589 744 0.4459
2017-05-15 2017-03-31 13F DOMINION RESOURCES INC COM Common 25746U109 743,815 744
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.