Dominion Energy, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionPanagora Asset Management Inc
Latest Disclosed Ownership6,929 shares
Latest Disclosed Value $ 428,351
Panagora Asset Management Inc ownership in D / Dominion Energy, Inc.

On May 14, 2026 - Panagora Asset Management Inc filed a 13F-HR form disclosing ownership of 6,929 shares of Dominion Energy, Inc. (MX:D) valued at $428,351 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 6,929 shares of Dominion Energy, Inc.. This represents a change in shares of 0.00% 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)
2026-05-14 2026-03-31 13F DOMINION ENERGY COM 25746U109 6,929 0 0.00 428 5.68 0.0016
2026-02-13 2025-12-31 13F DOMINION ENERGY COM 25746U109 6,929 0 0.00 406 -4.26 0.0014
2025-11-13 2025-09-30 13F DOMINION ENERGY COM 25746U109 6,929 -33,378 -82.81 424 -81.43 0.0017
2025-08-13 2025-06-30 13F DOMINION ENERGY COM 25746U109 40,307 -9,909 -19.73 2,278 -19.08 0.0103
2025-05-15 2025-03-31 13F DOMINION ENERGY COM 25746U109 50,216 -73,865 -59.53 2,816 -57.88 0.0141
2025-02-13 2024-12-31 13F DOMINION ENERGY COM 25746U109 124,081 1,895 1.55 6,683 -5.35 0.0309
2024-11-13 2024-09-30 13F DOMINION ENERGY COM 25746U109 122,186 42,124 52.61 7,061 79.99 0.0337
2024-07-29 2024-06-30 13F DOMINION ENERGY COM 25746U109 80,062 -282,374 -77.91 3,923 -78.00 0.0197
2024-05-07 2024-03-31 13F DOMINION ENERGY COM 25746U109 362,436 18,846 5.49 17,828 10.40 0.0929
2024-02-08 2023-12-31 13F DOMINION ENERGY COM 25746U109 343,590 266,178 343.85 16,149 367.11 0.0903
2023-10-31 2023-09-30 13F DOMINION ENERGY COM 25746U109 77,412 -12,416 -13.82 3,458 -25.69 0.0215
2023-08-11 2023-06-30 13F DOMINION ENERGY COM 25746U109 89,828 1,462 1.65 4,652 -5.83 0.0274
2023-05-12 2023-03-31 13F DOMINION ENERGY COM 25746U109 88,366 -24,139 -21.46 4,941 -28.39 0.0312
2023-02-13 2022-12-31 13F DOMINION ENERGY COM 25746U109 112,505 25,197 28.86 6,899 14.32 0.0452
2022-11-14 2022-09-30 13F DOMINION ENERGY COM 25746U109 87,308 3 0.00 6,034 -13.40 0.0418
2022-08-15 2022-06-30 13F DOMINION ENERGY COM 25746U109 87,305 -19,106 -17.95 6,968 -22.94 0.0457
2022-05-12 2022-03-31 13F DOMINION ENERGY COM 25746U109 106,411 19,813 22.88 9,042 32.91 0.0492
2022-02-10 2021-12-31 13F DOMINION ENERGY COM 25746U109 86,598 -5,781 -6.26 6,803 0.84 0.0360
2021-11-10 2021-09-30 13F DOMINION ENERGY COM 25746U109 92,379 -25 -0.03 6,746 -0.76 0.0361
2021-08-11 2021-06-30 13F DOMINION ENERGY COM 25746U109 92,404 -52,355 -36.17 6,798 -38.18 0.0364
2021-05-12 2021-03-31 13F Dominion Energy COMMON 25746U109 144,759 19,854 15.90 10,996 17.07 0.0617
2021-02-10 2020-12-31 13F Dominion Energy COMMON 25746U109 124,905 -448,721 -78.23 9,393 -79.25 0.0556
2020-11-13 2020-09-30 13F Dominion Energy COMMON 25746U109 573,626 19,735 3.56 45,276 0.69 0.2836
2020-08-12 2020-06-30 13F Dominion Energy COMMON 25746U109 553,891 -11,013 -1.95 44,965 10.26 0.2866
2020-05-14 2020-03-31 13F Dominion Energy COMMON 25746U109 564,904 -3,302 -0.58 40,780 -13.34 0.2885
2020-02-12 2019-12-31 13F Dominion Energy COMMON 25746U109 568,206 473,583 500.49 47,059 513.71 0.2137
2019-11-12 2019-09-30 13F Dominion Energy COMMON 25746U109 94,623 -25,188 -21.02 7,668 -17.23 0.0354
2019-08-09 2019-06-30 13F Dominion Energy COMMON 25746U109 119,811 -22,507 -15.81 9,264 -15.09 0.0414
2019-05-15 2019-03-31 13F Dominion Energy COMMON 25746U109 142,318 53,636 60.48 10,910 72.16 0.0485
2019-02-14 2018-12-31 13F Dominion Energy COMMON 25746U109 88,682 53,254 150.32 6,337 154.50 0.0295
2018-11-13 2018-09-30 13F Dominion Energy COMMON 25746U109 35,428 -12,492 -26.07 2,490 -23.78 0.0094
2018-08-14 2018-06-30 13F Dominion Energy COMMON 25746U109 47,920 -6,996 -12.74 3,267 -11.77 0.0130
2018-05-15 2018-03-31 13F Dominion Energy COMMON 25746U109 54,916 13,203 31.65 3,703 9.52 0.0146
2018-02-14 2017-12-31 13F Dominion Energy COMMON 25746U109 41,713 4,104 10.91 3,381 16.87 0.0127
2017-11-14 2017-09-30 13F Dominion Energy COMMON 25746U109 37,609 -17,461 -31.71 2,893 -31.45 0.0115
2017-08-14 2017-06-30 13F Dominion Energy COMMON 25746U109 55,070 18,201 49.37 4,220 47.55 0.0170
2017-05-15 2017-03-31 13F DOMINION RESOURCES COMMON 25746U109 36,869 -741 -1.97 2,860 -0.73 0.0119
2017-02-14 2016-12-31 13F DOMINION RESOURCES COMMON 25746U109 37,610 3,441 10.07 2,881 13.51 0.0132
2016-11-14 2016-09-30 13F DOMINION RESOURCES COMMON 25746U109 34,169 -5,932 -14.79 2,538 -18.78 0.0121
2016-08-15 2016-06-30 13F DOMINION RESOURCES COMMON 25746U109 40,101 -2,137 -5.06 3,125 -1.51 0.0155
2016-05-16 2016-03-31 13F DOMINION RESOURCES COMMON 25746U109 42,238 7,722 22.37 3,173 35.89 0.0158
2016-02-12 2015-12-31 13F DOMINION RESOURCES COMMON 25746U109 34,516 -8,241 -19.27 2,335 -22.40 0.0115
2015-11-13 2015-09-30 13F DOMINION RESOURCES COMMON 25746U109 42,757 -6,608 -13.39 3,009 -8.85 0.0159
2015-08-14 2015-06-30 13F DOMINION RESOURCES COMMON 25746U109 49,365 10,561 27.22 3,301 20.04 0.0165
2015-05-15 2015-03-31 13F DOMINION RESOURCES COMMON 25746U109 38,804 240 0.62 2,750 -7.25 0.0140
2015-02-13 2014-12-31 13F DOMINION RESOURCES COMMON 25746U109 38,564 2,087 5.72 2,965 17.66 0.0152
2014-11-12 2014-09-30 13F DOMINION RESOURCES COMMON 25746U109 36,477 -4,047 -9.99 2,520 -13.04 0.0122
2014-08-14 2014-06-30 13F DOMINION RESOURCES COMMON 25746U109 40,524 -14,986 -27.00 2,898 -26.47 0.0141
2014-05-15 2014-03-31 13F DOMINION RESOURCES COMMON 25746U109 55,510 7,787 16.32 3,941 27.66 0.0186
2014-02-21 2013-12-31 13F DOMINION RESOURCES COMMON 25746U109 47,723 -5,058 -9.58 3,087 -6.40 0.0143
2013-11-14 2013-09-30 13F DOMINION RESOURCES COMMON 25746U109 52,781 3,373 6.83 3,298 17.49 0.0162
2013-08-14 2013-06-30 13F DOMINION RESOURCES COMMON 25746U109 49,408 49,408 2,807 0.0144
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.