Dominion Energy, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionMAI Capital Management
Latest Disclosed Ownership52,291 shares
Latest Disclosed Value $ 3,232,644
MAI Capital Management reports 42.52% increase in ownership of D / Dominion Energy, Inc.

On May 15, 2026 - MAI Capital Management filed a 13F-HR form disclosing ownership of 52,291 shares of Dominion Energy, Inc. (MX:D) valued at $3,232,644 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 36,690 shares of Dominion Energy, Inc.. This represents a change in shares of 42.52% 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 52,291 15,601 42.52 3,233 50.40 0.0182
2026-02-13 2025-12-31 13F DOMINION ENERGY COM 25746U109 36,690 5,397 17.25 2,150 12.28 0.0124
2025-11-10 2025-09-30 13F DOMINION ENERGY COM 25746U109 31,293 7,408 31.02 1,914 41.78 0.0119
2025-08-12 2025-06-30 13F DOMINION ENERGY COM 25746U109 23,885 2,049 9.38 1,350 10.29 0.0093
2025-05-15 2025-03-31 13F DOMINION ENERGY COM 25746U109 21,836 6,087 38.65 1,224 44.34 0.0092
2025-02-14 2024-12-31 13F DOMINION ENERGY COM 25746U109 15,749 -5,603 -26.24 848 -31.22 0.0063
2024-11-07 2024-09-30 13F Dominion Energy CS 25746U109 21,352 -435 -2.00 1,234 15.56 0.0117
2024-08-12 2024-06-30 13F Dominion Energy CS 25746U109 21,787 -308 -1.39 1,068 -1.75 0.0105
2024-05-08 2024-03-31 13F Dominion Energy CS 25746U109 22,095 6,797 44.43 1,087 51.04 0.0113
2024-02-09 2023-12-31 13F Dominion Energy CS 25746U109 15,298 1,064 7.48 719 13.23 0.0095
2023-11-14 2023-09-30 13F Dominion Energy CS 25746U109 14,234 -289 -1.99 636 -15.56 0.0095
2023-08-02 2023-06-30 13F Dominion Energy CS 25746U109 14,523 -1,927 -11.71 752 -18.17 0.0111
2023-05-10 2023-03-31 13F Dominion Energy CS 25746U109 16,450 275 1.70 920 -7.27 0.0145
2023-02-09 2022-12-31 13F Dominion Energy CS 25746U109 16,175 2,453 17.88 992 4.54 0.0167
2022-11-15 2022-09-30 13F Dominion Energy CS 25746U109 13,722 8,297 152.94 948 118.94 0.0178
2022-07-19 2022-06-30 13F Dominion Energy CS 25746U109 5,425 528 10.78 433 4.09 0.0083
2022-05-10 2022-03-31 13F Dominion Energy CS 25746U109 4,897 1,345 37.87 416 49.10 0.0070
2022-02-11 2021-12-31 13F Dominion Energy CS 25746U109 3,552 584 19.68 279 28.57 0.0045
2021-11-12 2021-09-30 13F Dominion Energy CS 25746U109 2,968 72 2.49 217 1.88 0.0042
2021-07-19 2021-06-30 13F Dominion Energy CS 25746U109 2,896 2,896 213 0.0042
2021-05-10 2021-03-31 13F Dominion Energy CS 25746U109 0 -4,205 -100.00 0 -100.00
2021-02-16 2020-12-31 13F Dominion Energy CS 25746U109 4,205 607 16.87 316 11.27 0.0079
2020-10-26 2020-09-30 13F Dominion Energy CS 25746U109 3,598 3,598 -14.44 284 -10.13 0.0082
2020-04-16 2020-03-31 13F Dominion Energy CS 25746U109 0 -2,712 -100.00 0 -100.00
2020-02-03 2019-12-31 13F Dominion Energy CS 25746U109 2,712 34 1.27 225 3.69 0.0073
2019-10-29 2019-09-30 13F Dominion Energy CS 25746U109 2,678 0 0.00 217 4.83 0.0097
2019-08-15 2019-06-30 13F Dominion Energy CS 25746U109 2,678 -64 -2.33 207 -1.43 0.0094
2019-04-29 2019-03-31 13F Dominion Energy CS 25746U109 2,742 2,742 210 0.0108
2015-07-09 2015-06-30 13F Dominion Resources CS 25746U109 0 -3,478 -100.00 0 -100.00
2015-04-30 2015-03-31 13F Dominion Resources CS 25746U109 3,478 132 3.95 246 -4.28 0.0165
2015-01-20 2014-12-31 13F Dominion Resources CS 25746U109 3,346 187 5.92 257 17.89 0.0180
2014-10-16 2014-09-30 13F/A-1 Dominion Resources CS 25746U109 3,159 -1,860 -37.06 218 -30.57 0.0210
2013-10-28 2013-09-30 13F Dominion Resources COM 25746U109 5,019 -1 -0.02 314 10.18 0.0408
2013-08-01 2013-06-30 13F Dominion Resources COM 25746U109 5,020 5,020 285 0.0371
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.