Dominion Energy, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionDuncker Streett & Co Inc
Latest Disclosed Ownership2,812 shares
Latest Disclosed Value $ 173,820
Duncker Streett & Co Inc reports 40.46% increase in ownership of D / Dominion Energy, Inc.

On April 29, 2026 - Duncker Streett & Co Inc filed a 13F-HR form disclosing ownership of 2,812 shares of Dominion Energy, Inc. (MX:D) valued at $173,820 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 2,002 shares of Dominion Energy, Inc.. This represents a change in shares of 40.46% 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)
2026-04-29 2026-03-31 13F DOMINION ENERGY COM 25746U109 2,812 810 40.46 174 47.86 0.0330
2026-01-27 2025-12-31 13F DOMINION ENERGY COM 25746U109 2,002 0 0.00 117 -4.10 0.0208
2025-10-23 2025-09-30 13F DOMINION ENERGY COM 25746U109 2,002 -133 -6.23 122 1.67 0.0213
2025-07-28 2025-06-30 13F DOMINION ENERGY COM 25746U109 2,135 0 0.00 121 0.84 0.0220
2025-04-22 2025-03-31 13F DOMINION ENERGY COM 25746U109 2,135 0 0.00 120 4.39 0.0237
2025-02-05 2024-12-31 13F DOMINION ENERGY COM 25746U109 2,135 0 0.00 115 -7.32 0.0213
2024-11-12 2024-09-30 13F DOMINION ENERGY COM 25746U109 2,135 -300 -12.32 123 3.36 0.0225
2024-07-31 2024-06-30 13F DOMINION ENERGY COM 25746U109 2,435 0 0.00 119 0.00 0.0229
2024-04-23 2024-03-31 13F DOMINION ENERGY COM 25746U109 2,435 400 19.66 120 25.26 0.0236
2024-01-30 2023-12-31 13F DOMINION ENERGY COM 25746U109 2,035 0 0.00 96 5.56 0.0202
2023-10-26 2023-09-30 13F DOMINION ENERGY COM 25746U109 2,035 0 0.00 91 -14.29 0.0212
2023-07-20 2023-06-30 13F DOMINION ENERGY COM 25746U109 2,035 0 0.00 105 -7.08 0.0236
2023-04-24 2023-03-31 13F DOMINION ENERGY COM 25746U109 2,035 0 0.00 114 -8.87 0.0271
2023-01-25 2022-12-31 13F DOMINION ENERGY COM 25746U109 2,035 300 17.29 125 3.33 0.0301
2022-11-04 2022-09-30 13F DOMINION ENERGY COM 25746U109 1,735 -541 -23.77 120 -34.07 0.0311
2022-08-04 2022-06-30 13F DOMINION ENERGY COM 25746U109 2,276 0 0.00 182 -5.70 0.0436
2022-05-09 2022-03-31 13F DOMINION ENERGY COM 25746U109 2,276 -600 -20.86 193 -14.60 0.0384
2022-02-08 2021-12-31 13F DOMINION ENERGY COM 25746U109 2,876 0 0.00 226 7.62 0.0389
2021-11-03 2021-09-30 13F DOMINION ENERGY COM 25746U109 2,876 0 0.00 210 -0.94 0.0398
2021-07-27 2021-06-30 13F DOMINION ENERGY COM 25746U109 2,876 -875 -23.33 212 -25.61 0.0391
2021-04-28 2021-03-31 13F DOMINION ENERGY COM 25746U109 3,751 7 0.19 285 1.06 0.0543
2021-02-02 2020-12-31 13F DOMINION ENERGY COM 25746U109 3,744 104 2.86 282 -1.74 0.0546
2020-10-28 2020-09-30 13F DOMINION ENERGY COM 25746U109 3,640 -295 -7.50 287 -10.03 0.0627
2020-07-22 2020-06-30 13F DOMINION ENERGY COM 25746U109 3,935 -1,351 -25.56 319 -16.49 0.0759
2020-04-27 2020-03-31 13F DOMINION ENERGY COM 25746U109 5,286 -135 -2.49 382 -14.92 0.1020
2020-01-27 2019-12-31 13F DOMINION ENERGY COM 25746U109 5,421 -246 -4.34 449 -2.39 0.0942
2019-10-31 2019-09-30 13F DOMINION ENERGY COM 25746U109 5,667 139 2.51 460 7.48 0.1069
2019-07-24 2019-06-30 13F DOMINION ENERGY COM 25746U109 5,528 -77 -1.37 428 -0.47 0.0961
2019-04-29 2019-03-31 13F DOMINION ENERGY COM 25746U109 5,605 285 5.36 430 13.16 0.0991
2019-01-24 2018-12-31 13F DOMINION ENERGY COM 25746U109 5,320 219 4.29 380 6.15 0.1017
2018-10-22 2018-09-30 13F DOMINION ENERGY COM 25746U109 5,101 -316 -5.83 358 -2.98 0.0813
2018-07-23 2018-06-30 13F DOMINION ENERGY COM 25746U109 5,417 12 0.22 369 1.10 0.0915
2018-04-26 2018-03-31 13F DOMINION ENERGY COM 25746U109 5,405 -203 -3.62 365 -19.78 0.0924
2018-01-23 2017-12-31 13F DOMINION ENERGY COM 25746U109 5,608 -307 -5.19 455 0.00 0.1170
2017-10-25 2017-09-30 13F DOMINION ENERGY COM 25746U109 5,915 -829 -12.29 455 -11.99 0.1377
2017-07-21 2017-06-30 13F DOMINION ENERGY COM 25746U109 6,744 33 0.49 517 -0.58 0.1612
2017-04-25 2017-03-31 13F DOMINION RES INC VA COM 25746U109 6,711 2,685 66.69 520 68.28 0.1630
2017-01-26 2016-12-31 13F DOMINION RES INC VA COM 25746U109 4,026 869 27.53 309 31.49 0.1028
2016-10-20 2016-09-30 13F DOMINION RES INC VA COM 25746U109 3,157 430 15.77 235 10.33 0.0814
2016-07-20 2016-06-30 13F DOMINION RES INC VA COM 25746U109 2,727 440 19.24 213 23.84 0.0758
2016-04-25 2016-03-31 13F DOMINION RES INC VA COM 25746U109 2,287 0 0.00 172 11.69 0.0637
2016-01-20 2015-12-31 13F DOMINION RES INC VA COM 25746U109 2,287 0 0.00 154 -4.35 0.0577
2015-10-27 2015-09-30 13F DOMINION RES INC VA COM 25746U109 2,287 -206 -8.26 161 -3.59 0.0626
2015-07-20 2015-06-30 13F DOMINION RES INC VA COM 25746U109 2,493 -350 -12.31 167 -16.92 0.0582
2015-04-28 2015-03-31 13F DOMINION RES INC VA COM 25746U109 2,843 0 0.00 201 -8.22 0.0658
2015-01-22 2014-12-31 13F DOMINION RES INC VA COM 25746U109 2,843 0 0.00 219 11.17 0.0718
2014-10-23 2014-09-30 13F DOMINION RES INC VA COM 25746U109 2,843 0 0.00 197 -2.96 0.0672
2014-07-23 2014-06-30 13F DOMINION RES INC VA COM 25746U109 2,843 0 0.00 203 0.50 0.0657
2014-04-23 2014-03-31 13F DOMINION RES INC VA COM 25746U109 2,843 -80 -2.74 202 6.32 0.0715
2014-01-22 2013-12-31 13F DOMINION RES INC VA COM 25746U109 2,923 0 0.00 190 3.83 0.0684
2013-10-23 2013-09-30 13F DOMINION RES INC VA COM 25746U109 2,923 333 12.86 183 24.49 0.0741
2013-07-26 2013-06-30 13F DOMINION RES INC VA COM 25746U109 2,590 2,590 147 0.0563
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.