Dominion Energy, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionAdvisors Asset Management, Inc.
Latest Disclosed Ownership183,839 shares
Latest Disclosed Value $ 11,364,927
Advisors Asset Management, Inc. reports 10.55% increase in ownership of D / Dominion Energy, Inc.

On May 15, 2026 - Advisors Asset Management, Inc. filed a 13F-HR form disclosing ownership of 183,839 shares of Dominion Energy, Inc. (MX:D) valued at $11,364,927 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 166,299 shares of Dominion Energy, Inc.. This represents a change in shares of 10.55% 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)
2026-05-15 2026-03-31 13F DOMINION ENERGY COM 25746U109 183,839 17,540 10.55 11,365 16.64 0.1887
2026-02-12 2025-12-31 13F DOMINION ENERGY COM 25746U109 166,299 11,834 7.66 9,743 3.12 0.1636
2025-11-06 2025-09-30 13F DOMINION ENERGY COM 25746U109 154,465 -43,932 -22.14 9,449 -15.74 0.1604
2025-08-12 2025-06-30 13F DOMINION ENERGY COM 25746U109 198,397 -27,550 -12.19 11,213 -11.49 0.2008
2025-05-15 2025-03-31 13F DOMINION ENERGY COM 25746U109 225,947 -15,564 -6.44 12,669 -2.61 0.2380
2025-02-10 2024-12-31 13F DOMINION ENERGY COM 25746U109 241,511 -22,474 -8.51 13,008 -14.74 0.2396
2024-11-08 2024-09-30 13F DOMINION ENERGY COM 25746U109 263,985 -11,011 -4.00 15,256 13.22 0.2802
2024-08-14 2024-06-30 13F DOMINION ENERGY COM 25746U109 274,996 23,675 9.42 13,475 9.00 0.2628
2024-05-14 2024-03-31 13F DOMINION ENERGY COM 25746U109 251,321 20,698 8.97 12,362 14.05 0.2376
2024-02-14 2023-12-31 13F DOMINION ENERGY COM 25746U109 230,623 55,006 31.32 10,839 38.18 0.2213
2023-11-14 2023-09-30 13F DOMINION ENERGY COM 25746U109 175,617 40,375 29.85 7,845 11.99 0.1692
2023-08-14 2023-06-30 13F DOMINION ENERGY COM 25746U109 135,242 39,400 41.11 7,004 30.72 0.1431
2023-05-12 2023-03-31 13F DOMINION ENERGY COM 25746U109 95,842 39,172 69.12 5,359 54.19 0.1090
2023-02-13 2022-12-31 13F DOMINION ENERGY COM 25746U109 56,670 25,399 81.22 3,475 60.81 0.0716
2022-11-08 2022-09-30 13F DOMINION RESOURSES INC-VA COM 25746U109 31,271 599 1.95 2,161 -11.72 0.0454
2022-08-08 2022-06-30 13F DOMINION ENERGY COM 25746U109 30,672 -546 -1.75 2,448 -7.73 0.0464
2022-05-17 2022-03-31 13F DOMINION ENERGY COM 25746U109 31,218 -37,151 -54.34 2,653 -50.61 0.0409
2022-02-15 2021-12-31 13F DOMINION RESOURSES INC-VA COM 25746U109 68,369 -5,816 -7.84 5,371 -0.85 0.0767
2021-11-12 2021-09-30 13F DOMINION ENERGY COM 25746U109 74,185 -22,329 -23.14 5,417 -23.71 0.0824
2021-07-30 2021-06-30 13F DOMINION ENERGY COM 25746U109 96,514 -31,346 -24.52 7,101 -26.88 0.1047
2021-05-07 2021-03-31 13F DOMINION ENERGY COM 25746U109 127,860 -21,005 -14.11 9,712 -13.25 0.1510
2021-02-12 2020-12-31 13F DOMINION ENERGY COM 25746U109 148,865 -23,955 -13.86 11,195 -17.93 0.1851
2020-11-16 2020-09-30 13F DOMINION ENERGY COM 25746U109 172,820 -40,892 -19.13 13,641 -21.37 0.2522
2020-08-12 2020-06-30 13F DOMINION ENERGY COM 25746U109 213,712 -32,995 -13.37 17,349 -2.59 0.3377
2020-05-15 2020-03-31 13F DOMINION ENERGY COM 25746U109 246,707 -21,648 -8.07 17,810 -19.87 0.4237
2020-05-20 2019-12-31 13F/A-1 DOMINION ENERGY COM 25746U109 268,355 -26,974 -9.13 22,225 -7.14 0.3897
2020-02-14 2019-12-31 13F DOMINION ENERGY COM 25746U109 268,355 -26,974 24,821 219,689.3177
2019-11-14 2019-09-30 13F DOMINION ENERGY COM 25746U109 295,329 -30,525 -9.37 23,933 -5.01 0.4408
2019-11-14 2019-06-30 13F/A-1 DOMINION RESOURSES INC-VA COM 25746U109 325,854 48,224 17.37 25,195 18.38 0.4545
2019-08-14 2019-06-30 13F DOMINION ENERGY COM 25746U109 325,854 48,224 25,195
2019-05-15 2019-03-31 13F DOMINION RESOURSES INC-VA COM 25746U109 277,630 65,321 30.77 21,283 40.28 0.3788
2019-02-06 2018-12-31 13F/A-1 DOMINION ENERGY COM 25746U109 212,309 61,747 41.01 15,172 43.39 0.3055
2019-01-31 2018-12-31 13F DOMINION ENERGY COM 25746U109 212,309 61,747 15,172
2018-11-15 2018-09-30 13F DOMINION ENERGY COM 25746U109 150,562 72,738 93.46 10,581 99.42 0.1730
2018-08-22 2018-06-30 13F/A-1 DOMINION ENERGY COM 25746U109 77,824 67,507 654.33 5,306 594.50 0.0901
2018-08-15 2018-06-30 13F DOMINION ENERGY COM 25746U109 77,824 67,507 5,306
2018-05-15 2018-03-31 13F DOMINION ENERGY COM 25746U109 10,317 -6,050 -36.96 764 -42.43 0.0128
2018-02-13 2017-12-31 13F DOMINION ENERGY COM 25746U109 16,367 -236 -1.42 1,327 3.92 0.0218
2017-11-07 2017-09-30 13F DOMINION ENERGY COM 25746U109 16,603 -730 -4.21 1,277 -3.84 0.0214
2017-08-02 2017-06-30 13F DOMINION ENERGY COM 25746U109 17,333 -22,185 -56.14 1,328 -56.67 0.0222
2017-05-02 2017-03-31 13F DOMINION RES INC VA COM 25746U109 39,518 -48,194 -54.95 3,065 -52.95 0.0514
2016-10-31 2016-09-30 13F DOMINION RES INC VA COM 25746U109 87,712 -21,184 -19.45 6,514 -23.24 0.1068
2016-08-08 2016-06-30 13F DOMINION RES INC VA COM 25746U109 108,896 -20,951 -16.14 8,486 -13.00 0.1376
2016-05-16 2016-03-31 13F DOMINION RES INC VA COM 25746U109 129,847 -4,926 -3.66 9,754 7.00 0.1623
2016-02-10 2015-12-31 13F DOMINION RES INC VA COM 25746U109 134,773 -2,845 -2.07 9,116 -5.88 0.1446
2015-11-16 2015-09-30 13F DOMINION RES INC VA COM 25746U109 137,618 5,666 4.29 9,686 9.77 0.1545
2015-08-11 2015-06-30 13F DOMINION RES INC VA COM 25746U109 131,952 23,954 22.18 8,824 15.29 0.1211
2015-05-13 2015-03-31 13F DOMINION RES INC VA COM 25746U109 107,998 30,103 38.65 7,654 27.78 0.1019
2015-02-05 2014-12-31 13F DOMINION RES INC VA COM 25746U109 77,895 29,770 61.86 5,990 80.15 0.0803
2014-11-13 2014-09-30 13F DOMINION RES INC VA COM 25746U109 48,125 23,873 98.44 3,325 91.64 0.0459
2014-08-14 2014-06-30 13F DOMINION RES INC VA COM 25746U109 24,252 19,882 454.97 1,735 459.68 0.0241
2014-05-15 2014-03-31 13F DOMINION RES INC VA COM 25746U109 4,370 -120 -2.67 310 6.90 0.0047
2014-02-03 2013-12-31 13F DOMINION RES INC VA COM 25746U109 4,490 -7,842 -63.59 290 -62.39 0.0047
2013-11-15 2013-09-30 13F DOMINION RES INC VA COM 25746U109 12,332 -1,297 -9.52 771 -0.39 0.0137
2013-08-14 2013-06-30 13F DOMINION RES INC VA COM 25746U109 13,629 13,629 774 0.0146
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.