Dominion Energy, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionModera Wealth Management, LLC
Latest Disclosed Ownership9,662 shares
Latest Disclosed Value $ 597,329
Modera Wealth Management, LLC reports 8.82% increase in ownership of D / Dominion Energy, Inc.

On May 6, 2026 - Modera Wealth Management, LLC filed a 13F-HR form disclosing ownership of 9,662 shares of Dominion Energy, Inc. (MX:D) valued at $597,329 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 8,879 shares of Dominion Energy, Inc.. This represents a change in shares of 8.82% 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)
2026-05-06 2026-03-31 13F DOMINION ENERGY COM 25746U109 9,662 783 8.82 597 14.81 0.0072
2026-01-21 2025-12-31 13F DOMINION ENERGY COM 25746U109 8,879 -728 -7.58 520 -11.41 0.0060
2025-10-31 2025-09-30 13F DOMINION ENERGY COM 25746U109 9,607 -81 -0.84 588 7.31 0.0068
2025-08-06 2025-06-30 13F DOMINION ENERGY COM 25746U109 9,688 256 2.71 548 3.60 0.0068
2025-05-08 2025-03-31 13F DOMINION ENERGY COM 25746U109 9,432 -680 -6.72 529 -2.94 0.0072
2025-02-06 2024-12-31 13F DOMINION ENERGY COM 25746U109 10,112 563 5.90 545 -1.27 0.0066
2024-10-24 2024-09-30 13F DOMINION ENERGY COM 25746U109 9,549 -825 -7.95 552 8.46 0.0070
2024-07-29 2024-06-30 13F DOMINION ENERGY COM 25746U109 10,374 -66 -0.63 508 -0.97 0.0075
2024-05-14 2024-03-31 13F DOMINION ENERGY COM 25746U109 10,440 -609 -5.51 514 -1.16 0.0078
2024-02-14 2023-12-31 13F DOMINION ENERGY COM 25746U109 11,049 -343 -3.01 519 2.17 0.0086
2023-11-30 2023-09-30 13F/A-1 DOMINION ENERGY COM 25746U109 11,392 -10,132 -47.07 509 -54.40 0.0096
2023-11-01 2023-09-30 13F DOMINION ENERGY COM 25746U109 11,392 -10,132 509 0.0096
2023-08-07 2023-06-30 13F DOMINION ENERGY COM 25746U109 21,524 17,367 417.78 1,115 380.17 0.0202
2023-05-05 2023-03-31 13F DOMINION ENERGY COM 25746U109 4,157 -1,098 -20.89 232 -27.95 0.0090
2023-02-07 2022-12-31 13F DOMINION ENERGY COM 25746U109 5,255 935 21.64 322 7.69 0.0131
2022-11-01 2022-09-30 13F DOMINION ENERGY COM 25746U109 4,320 -491 -10.21 299 -22.14 0.0151
2022-07-27 2022-06-30 13F DOMINION ENERGY COM 25746U109 4,811 45 0.94 384 -5.19 0.0183
2022-05-03 2022-03-31 13F DOMINION ENERGY COM 25746U109 4,766 1,373 40.47 405 52.26 0.0179
2022-02-04 2021-12-31 13F DOMINION ENERGY COM 25746U109 3,393 106 3.22 266 10.83 0.0102
2021-11-04 2021-09-30 13F DOMINION ENERGY COM 25746U109 3,287 -242 -6.86 240 -7.69 0.0123
2021-08-02 2021-06-30 13F DOMINION ENERGY COM 25746U109 3,529 276 8.48 260 5.26 0.0140
2021-04-29 2021-03-31 13F DOMINION ENERGY COM 25746U109 3,253 -133 -3.93 247 -2.76 0.0161
2021-02-11 2020-12-31 13F DOMINION ENERGY COM 25746U109 3,386 563 19.94 254 13.90 0.0201
2020-11-12 2020-09-30 13F DOMINION ENERGY COM 25746U109 2,823 0 0.00 223 -2.62 0.0331
2020-08-12 2020-06-30 13F DOMINION ENERGY COM 25746U109 2,823 -250 -8.14 229 3.15 0.0366
2020-05-12 2020-03-31 13F DOMINION ENERGY COM 25746U109 3,073 0 0.00 222 -12.94 0.0465
2020-02-05 2019-12-31 13F DOMINION ENERGY COM 25746U109 3,073 47 1.55 255 4.08 0.0399
2019-11-12 2019-09-30 13F DOMINION ENERGY COM 25746U109 3,026 185 6.51 245 11.36 0.0407
2019-08-07 2019-06-30 13F DOMINION ENERGY COM 25746U109 2,841 0 0.00 220 0.92 0.0402
2019-05-13 2019-03-31 13F DOMINION ENERGY COM 25746U109 2,841 -27 -0.94 218 6.34 0.0408
2019-02-14 2018-12-31 13F DOMINION ENERGY COM 25746U109 2,868 2,868 205 0.0404
2018-05-10 2018-03-31 13F DOMINION ENERGY COM 25746U109 0 -2,667 -100.00 0 -100.00
2018-02-05 2017-12-31 13F DOMINION ENERGY COM 25746U109 2,667 -104 -3.75 216 1.41 0.0466
2017-11-14 2017-09-30 13F Dominion Resources COM 25746U109 2,771 -64 -2.26 213 -1.84 0.0480
2017-08-10 2017-06-30 13F DOMINION ENERGY COM 25746U109 2,835 0 0.00 217 -1.36 0.0527
2017-05-11 2017-03-31 13F DOMINION RES INC VA COM 25746U109 2,835 0 0.00 220 1.38 0.0551
2017-02-10 2016-12-31 13F DOMINION RES INC VA COM 25746U109 2,835 0 0.00 217 2.84 0.0733
2017-02-10 2016-09-30 13F/A-1 DOMINION RES INC VA COM 25746U109 2,835 -60 -2.07 211 -6.64 0.0707
2016-11-10 2016-09-30 13F DOMINION RES INC VA COM 25746U109 2,835 211
2016-08-09 2016-06-30 13F DOMINION RES INC VA COM 25746U109 2,895 2,895 0.00 226 0.0790
2016-05-16 2016-03-31 13F DOMINION RES INC VA COM 25746U109 0 0 0 0.0000
2016-02-16 2015-12-31 13F DOMINION RES INC VA COM 25746U109 0 0 0 0.0000
2015-11-12 2015-09-30 13F DOMINION RES INC VA COM 25746U109 0 -3,363 -100.00 0 -100.00
2015-12-15 2015-06-30 13F/A-1 DOMINION RES INC VA COM 25746U109 3,363 -486 -12.63 225 -17.28 0.0887
2015-08-10 2015-06-30 13F DOMINION RES INC VA COM 25746U109 3,363 225
2015-05-13 2015-03-31 13F DOMINION RES INC VA COM 25746U109 3,849 514 15.41 272 6.25 0.1061
2015-02-11 2014-12-31 13F DOMINION RES INC VA COM 25746U109 3,335 0 0.00 256 11.30 0.0993
2014-11-12 2014-09-30 13F DOMINION RES INC VA COM 25746U109 3,335 0 0.00 230 -3.77 0.0973
2014-08-08 2014-06-30 13F DOMINION RES INC VA COM 25746U109 3,335 3,335 239 0.1085
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.