Dominion Energy, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionIndependent Advisor Alliance
Latest Disclosed Ownership68,270 shares
Latest Disclosed Value $ 4,220,483
Independent Advisor Alliance reports 11.11% decrease in ownership of D / Dominion Energy, Inc.

On May 12, 2026 - Independent Advisor Alliance filed a 13F-HR form disclosing ownership of 68,270 shares of Dominion Energy, Inc. (MX:D) valued at $4,220,483 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 76,807 shares of Dominion Energy, Inc.. This represents a change in shares of -11.11% 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)
2026-05-12 2026-03-31 13F DOMINION ENERGY COM 25746U109 68,270 -8,537 -11.11 4,220 -6.22 0.0257
2026-02-04 2025-12-31 13F DOMINION ENERGY COM 25746U109 76,807 3,611 4.93 4,500 0.51 0.1093
2025-11-04 2025-09-30 13F DOMINION ENERGY COM 25746U109 73,196 3,881 5.60 4,477 14.30 0.1163
2025-08-11 2025-06-30 13F DOMINION ENERGY COM 25746U109 69,315 -3,461 -4.76 3,918 -4.00 0.1130
2025-05-12 2025-03-31 13F DOMINION ENERGY COM 25746U109 72,776 688 0.95 4,081 5.10 0.1348
2025-02-07 2024-12-31 13F DOMINION ENERGY COM 25746U109 72,088 4,624 6.85 3,883 -0.41 0.0514
2024-11-13 2024-09-30 13F DOMINION ENERGY COM 25746U109 67,464 6,078 9.90 3,899 29.63 0.1419
2024-08-12 2024-06-30 13F DOMINION ENERGY COM 25746U109 61,386 -2,049 -3.23 3,008 -3.62 0.1030
2024-05-08 2024-03-31 13F DOMINION ENERGY COM 25746U109 63,435 931 1.49 3,120 6.23 0.1126
2024-02-08 2023-12-31 13F DOMINION ENERGY COM 25746U109 62,504 10,730 20.72 2,938 27.03 0.1058
2023-10-24 2023-09-30 13F DOMINION ENERGY COM 25746U109 51,774 1,190 2.35 2,313 -11.72 0.1046
2023-07-28 2023-06-30 13F DOMINION ENERGY COM 25746U109 50,584 3,054 6.43 2,620 -1.43 0.1154
2023-05-12 2023-03-31 13F DOMINION ENERGY COM 25746U109 47,530 -4,530 -8.70 2,657 8,470.97 0.1281
2023-02-13 2022-12-31 13F DOMINION ENERGY COM 25746U109 52,060 -7,365 -12.39 32 -99.25 0.0011
2022-11-04 2022-09-30 13F DOMINION ENERGY COM 25746U109 59,425 2,456 4.31 4,107 -9.68 0.2395
2022-08-04 2022-06-30 13F DOMINION ENERGY COM 25746U109 56,969 -3,988 -6.54 4,547 -12.22 0.2539
2022-05-06 2022-03-31 13F DOMINION ENERGY COM 25746U109 60,957 -2,964 -4.64 5,180 3.15 0.2493
2022-02-11 2021-12-31 13F DOMINION ENERGY COM 25746U109 63,921 -725 -1.12 5,022 6.40 0.2477
2021-11-01 2021-09-30 13F DOMINION ENERGY COM 25746U109 64,646 2,754 4.45 4,720 3.67 0.2624
2021-08-12 2021-06-30 13F DOMINION ENERGY COM 25746U109 61,892 513 0.84 4,553 -2.34 0.2495
2021-05-14 2021-03-31 13F DOMINION ENERGY COM 25746U109 61,379 -8,759 -12.49 4,662 -11.62 0.2765
2021-02-11 2020-12-31 13F DOMINION ENERGY COM 25746U109 70,138 -166 -0.24 5,275 -5.07 0.3580
2020-11-04 2020-09-30 13F DOMINION ENERGY COM 25746U109 70,304 597 0.86 5,557 -1.79 0.4217
2020-08-06 2020-06-30 13F DOMINION ENERGY COM 25746U109 69,707 5,136 7.95 5,658 21.39 0.6054
2020-05-14 2020-03-31 13F DOMINION ENERGY COM 25746U109 64,571 -4,411 -6.39 4,661 -18.41 0.6782
2020-02-07 2019-12-31 13F DOMINION ENERGY COM 25746U109 68,982 2,003 2.99 5,713 5.31 0.2493
2019-11-12 2019-09-30 13F DOMINION ENERGY COM 25746U109 66,979 7,421 12.46 5,425 26.72 0.6625
2019-08-12 2019-06-30 13F DOMINION ENERGY COM 25746U109 59,558 12,113 25.53 4,281 17.71 0.6195
2019-05-07 2019-03-31 13F DOMINION ENERGY COM 25746U109 47,445 7,099 17.60 3,637 25.98 0.5114
2019-02-12 2018-12-31 13F DOMINION ENERGY COM 25746U109 40,346 123 0.31 2,887 8.78 0.5111
2018-11-13 2018-09-30 13F DOMINION ENERGY COM 25746U109 40,223 -372 -0.92 2,654 1.80 0.4779
2018-08-08 2018-06-30 13F DOMINION ENERGY COM 25746U109 40,595 4,427 12.24 2,607 7.46 0.5424
2018-05-15 2018-03-31 13F DOMINION ENERGY COM 25746U109 36,168 -1,526 -4.05 2,426 -17.51 0.5407
2018-02-14 2017-12-31 13F DOMINION ENERGY COM 25746U109 37,694 -372 -0.98 2,941 0.82 0.6570
2017-11-15 2017-09-30 13F DOMINION ENERGY COM 25746U109 38,066 2,460 6.91 2,917 8.36 0.8018
2017-08-14 2017-06-30 13F DOMINION ENERGY COM 25746U109 35,606 -2,166 -5.73 2,692 -8.59 0.8573
2017-05-09 2017-03-31 13F DOMINION RES INC VA COM 25746U109 37,772 1,955 5.46 2,945 8.47 0.4667
2017-05-19 2016-12-31 13F/A-1 DOMINION RES INC VA COM 25746U109 35,817 35,817 2,715 1.1639
2017-02-15 2016-12-31 13F DOMINION RESOURCES Common Stock 25746U109 35,817 2,715 1.0574
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.