Dominion Energy, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership2,555,309 shares
Latest Disclosed Value $ 157,970,668
Dimensional Fund Advisors Lp reports 1.90% increase in ownership of D / Dominion Energy, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 2,555,309 shares of Dominion Energy, Inc. (MX:D) valued at $157,970,668 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,507,694 shares of Dominion Energy, Inc.. This represents a change in shares of 1.90% 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)
2026-05-07 2026-03-31 13F DOMINION ENERGY COM 25746U109 2,555,309 47,615 1.90 157,971 7.51 0.0071
2026-02-12 2025-12-31 13F DOMINION ENERGY COM 25746U109 2,507,694 16,888 0.68 146,937 -3.56 0.0308
2025-11-12 2025-09-30 13F DOMINION ENERGY COM 25746U109 2,490,806 103,279 4.33 152,357 12.92 0.0327
2025-08-12 2025-06-30 13F DOMINION ENERGY COM 25746U109 2,387,527 116,962 5.15 134,928 6.00 0.0312
2025-05-13 2025-03-31 13F DOMINION ENERGY COM 25746U109 2,270,565 80,428 3.67 127,290 7.91 0.0316
2025-02-13 2024-12-31 13F DOMINION ENERGY COM 25746U109 2,190,137 45,144 2.10 117,962 -4.83 0.0283
2024-11-07 2024-09-30 13F DOMINION ENERGY COM 25746U109 2,144,993 17,636 0.83 123,944 18.89 0.0301
2024-08-09 2024-06-30 13F DOMINION ENERGY COM 25746U109 2,127,357 89,379 4.39 104,253 3.99 0.0272
2024-05-10 2024-03-31 13F DOMINION ENERGY COM 25746U109 2,037,978 83,694 4.28 100,248 9.14 0.0271
2024-02-07 2023-12-31 13F DOMINION ENERGY COM 25746U109 1,954,284 361,545 22.70 91,853 29.11 0.0268
2023-11-09 2023-09-30 13F DOMINION ENERGY COM 25746U109 1,592,739 -124,799 -7.27 71,141 -20.02 0.0233
2023-08-09 2023-06-30 13F DOMINION ENERGY COM 25746U109 1,717,538 87,644 5.38 88,953 -2.38 0.0283
2023-05-12 2023-03-31 13F DOMINION ENERGY COM 25746U109 1,629,894 56,410 3.59 91,126 94,821.88 0.0307
2023-02-09 2022-12-31 13F DOMINION ENERGY COM 25746U109 1,573,484 -27,564 -1.72 96 -99.91 0.0285
2022-11-10 2022-09-30 13F DOMINION ENERGY COM 25746U109 1,601,048 10,211 0.64 110,670 -12.83 0.0425
2022-08-12 2022-06-30 13F DOMINION ENERGY COM 25746U109 1,590,837 46,187 2.99 126,954 -3.28 0.0455
2022-05-13 2022-03-31 13F DOMINION ENERGY COM 25746U109 1,544,650 32,081 2.12 131,254 10.46 0.0404
2022-02-09 2021-12-31 13F DOMINION ENERGY COM 25746U109 1,512,569 -12,002 -0.79 118,826 6.72 0.0359
2021-11-12 2021-09-30 13F DOMINION ENERGY COM 25746U109 1,524,571 19,666 1.31 111,339 0.56 0.0359
2021-08-12 2021-06-30 13F DOMINION ENERGY COM 25746U109 1,504,905 -2,436 -0.16 110,715 -3.30 0.0351
2021-05-14 2021-03-31 13F DOMINION ENERGY COM 25746U109 1,507,341 -33,352 -2.16 114,494 -1.17 0.0379
2021-03-08 2020-12-31 13F/A-2 DOMINION ENERGY COM 25746U109 1,540,693 -27,397 -1.75 115,852 -6.39 0.0418
2021-02-11 2020-12-31 13F DOMINION ENERGY COM 25746U109 1,540,693 -27,397 115,852 41,839.5845
2020-11-12 2020-09-30 13F DOMINION ENERGY COM 25746U109 1,568,090 2,365 0.15 123,758 -2.63 0.0525
2020-08-13 2020-06-30 13F DOMINION ENERGY COM 25746U109 1,565,725 9,616 0.62 127,099 13.09 0.0559
2020-05-14 2020-03-31 13F DOMINION ENERGY COM 25746U109 1,556,109 25,047 1.64 112,385 -11.36 0.0585
2020-02-14 2019-12-31 13F DOMINION ENERGY COM 25746U109 1,531,062 26,041 1.73 126,795 3.96 0.0462
2019-11-12 2019-09-30 13F DOMINION ENERGY COM 25746U109 1,505,021 -10,810 -0.71 121,967 4.07 0.0474
2019-08-13 2019-06-30 13F DOMINION ENERGY COM 25746U109 1,515,831 228 0.02 117,195 0.88 0.0455
2019-08-12 2019-03-31 13F/A-2 DOMINION ENERGY COM 25746U109 1,515,603 292,472 23.91 116,171 32.87 0.0463
2019-05-10 2019-03-31 13F DOMINION ENERGY COM 25746U109 1,515,603 292,472 116,171
2019-02-26 2018-12-31 13F/A-1 DOMINION ENERGY COM 25746U109 1,223,131 62,702 5.40 87,429 7.22 0.0396
2019-02-13 2018-12-31 13F DOMINION ENERGY COM 25746U109 1,223,131 62,702 87,429
2018-11-13 2018-09-30 13F DOMINION ENERGY COM 25746U109 1,160,429 15,164 1.32 81,540 4.42 0.0310
2018-08-10 2018-06-30 13F DOMINION ENERGY COM 25746U109 1,145,265 16,699 1.48 78,087 2.61 0.0311
2018-05-11 2018-03-31 13F DOMINION ENERGY COM 25746U109 1,128,566 8,296 0.74 76,099 -16.20 0.0317
2018-02-12 2017-12-31 13F DOMINION ENERGY COM 25746U109 1,120,270 11,612 1.05 90,810 6.47 0.0376
2017-11-13 2017-09-30 13F DOMINION ENERGY COM 25746U109 1,108,658 8,940 0.81 85,290 1.20 0.0373
2017-08-11 2017-06-30 13F DOMINION ENERGY COM 25746U109 1,099,718 13,681 1.26 84,276 0.04 0.0389
2017-05-12 2017-03-31 13F DOMINION RES INC VA COM 25746U109 1,086,037 47,494 4.57 84,242 5.90 0.0403
2017-02-09 2016-12-31 13F DOMINION RES INC VA COM 25746U109 1,038,543 41,064 4.12 79,547 7.37 0.0397
2016-11-10 2016-09-30 13F DOMINION RES INC VA COM 25746U109 997,479 57,142 6.08 74,088 1.12 0.0400
2016-08-09 2016-06-30 13F DOMINION RES INC VA COM 25746U109 940,337 44,437 4.96 73,266 8.87 0.0422
2016-05-13 2016-03-31 13F DOMINION RES INC VA COM 25746U109 895,900 28,581 3.30 67,296 14.69 0.0403
2016-02-10 2015-12-31 13F DOMINION RES INC VA COM 25746U109 867,319 58,715 7.26 58,675 3.12 0.0366
2015-11-13 2015-09-30 13F DOMINION RES INC VA COM 25746U109 808,604 30,426 3.91 56,902 9.34 0.0373
2015-08-14 2015-06-30 13F DOMINION RES INC VA COM 25746U109 778,178 63,377 8.87 52,042 2.73 0.0319
2015-05-14 2015-03-31 13F DOMINION RES INC VA COM 25746U109 714,801 29,470 4.30 50,659 -3.90 0.0320
2015-02-06 2014-12-31 13F DOMINION RES INC VA COM 25746U109 685,331 38,041 5.88 52,716 17.89 0.0346
2014-11-13 2014-09-30 13F DOMINION RES INC VA COM 25746U109 647,290 18,636 2.96 44,717 -0.52 0.0317
2014-08-08 2014-06-30 13F DOMINION RES INC VA COM 25746U109 628,654 12,428 2.02 44,953 2.76 0.0312
2014-05-14 2014-03-31 13F DOMINION RES INC VA COM 25746U109 616,226 6,863 1.13 43,747 10.99 0.0327
2014-02-12 2013-12-31 13F DOMINION RES INC VA COM 25746U109 609,363 19,866 3.37 39,417 7.03 0.0307
2013-11-13 2013-09-30 13F DOMINION RES INC VA COM 25746U109 589,497 23,682 4.19 36,829 14.56 0.0319
2013-08-15 2013-06-30 13F DOMINION RES INC VA COM 25746U109 565,815 565,815 32,147 0.0303
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.