Dominion Energy, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionPatten & Patten Inc/tn
Latest Disclosed Ownership40,648 shares
Latest Disclosed Value $ 2,512,884
Patten & Patten Inc/tn reports 9.40% increase in ownership of D / Dominion Energy, Inc.

On May 1, 2026 - Patten & Patten Inc/tn filed a 13F-HR form disclosing ownership of 40,648 shares of Dominion Energy, Inc. (MX:D) valued at $2,512,884 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 37,157 shares of Dominion Energy, Inc.. This represents a change in shares of 9.40% 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)
2026-05-01 2026-03-31 13F DOMINION ENERGY COM 25746U109 40,648 3,491 9.40 2,513 15.39 0.1517
2026-02-03 2025-12-31 13F DOMINION ENERGY COM 25746U109 37,157 3,746 11.21 2,177 6.56 0.1278
2025-10-31 2025-09-30 13F DOMINION ENERGY COM 25746U109 33,411 2,730 8.90 2,044 17.82 0.1201
2025-07-28 2025-06-30 13F DOMINION ENERGY COM 25746U109 30,681 4,221 15.95 1,734 16.93 0.1122
2025-05-07 2025-03-31 13F DOMINION ENERGY COM 25746U109 26,460 4,905 22.76 1,484 27.84 0.0993
2025-02-10 2024-12-31 13F DOMINION ENERGY COM 25746U109 21,555 4,092 23.43 1,161 14.97 0.0767
2024-11-04 2024-09-30 13F DOMINION ENERGY COM 25746U109 17,463 1,205 7.41 1,009 26.76 0.0670
2024-08-13 2024-06-30 13F DOMINION ENERGY COM 25746U109 16,258 4,236 35.24 797 34.69 0.0557
2024-05-10 2024-03-31 13F DOMINION ENERGY COM 25746U109 12,022 1,501 14.27 591 19.64 0.0421
2024-01-23 2023-12-31 13F Dominion Res Inc VA COM 25746U109 10,521 -450 -4.10 494 0.82 0.0406
2023-10-27 2023-09-30 13F Dominion Res Inc VA COM 25746U109 10,971 -1,266 -10.35 490 -22.59 0.0430
2023-07-14 2023-06-30 13F Dominion Res Inc VA COM 25746U109 12,237 -1,330 -9.80 634 -16.49 0.0524
2023-04-25 2023-03-31 13F Dominion Res Inc VA COM 25746U109 13,567 -200 -1.45 759 0.0667
2023-02-01 2022-12-31 13F Dominion Res Inc VA COM 25746U109 13,767 -759 -5.23 1 -100.00 0.0766
2022-10-19 2022-09-30 13F Dominion Res Inc VA COM 25746U109 14,526 -100 -0.68 1,004 -13.97 0.0952
2022-08-02 2022-06-30 13F Dominion Res Inc VA COM 25746U109 14,626 40 0.27 1,167 -5.81 0.1025
2022-04-25 2022-03-31 13F Dominion Res Inc VA COM 25746U109 14,586 -440 -2.93 1,239 5.00 0.0904
2022-01-26 2021-12-31 13F Dominion Res Inc VA COM 25746U109 15,026 -353 -2.30 1,180 5.08 0.0816
2021-10-22 2021-09-30 13F Dominion Res Inc VA COM 25746U109 15,379 0 0.00 1,123 -0.71 0.0854
2021-07-13 2021-06-30 13F Dominion Res Inc VA COM 25746U109 15,379 -2,395 -13.47 1,131 -16.22 0.0862
2021-04-23 2021-03-31 13F Dominion Res Inc VA COM 25746U109 17,774 70 0.40 1,350 1.43 0.1104
2021-01-19 2020-12-31 13F Dominion Res Inc VA COM 25746U109 17,704 -350 -1.94 1,331 -6.60 0.1160
2020-10-08 2020-09-30 13F Dominion Res Inc VA COM 25746U109 18,054 575 3.29 1,425 0.42 0.1420
2020-07-21 2020-06-30 13F Dominion Res Inc VA COM 25746U109 17,479 192 1.11 1,419 13.70 0.1552
2020-04-16 2020-03-31 13F Dominion Res Inc VA COM 25746U109 17,287 -100 -0.58 1,248 -13.33 0.1646
2020-01-13 2019-12-31 13F Dominion Res Inc VA COM 25746U109 17,387 1 0.01 1,440 2.20 0.1447
2019-10-15 2019-09-30 13F Dominion Res Inc VA COM 25746U109 17,386 -666 -3.69 1,409 0.93 0.1540
2019-07-11 2019-06-30 13F Dominion Res Inc VA COM 25746U109 18,052 420 2.38 1,396 3.25 0.1511
2019-04-23 2019-03-31 13F Dominion Res Inc VA COM 25746U109 17,632 -160 -0.90 1,352 6.37 0.1483
2019-01-17 2018-12-31 13F Dominion Res Inc VA COM 25746U109 17,792 75 0.42 1,271 2.09 0.1559
2018-10-17 2018-09-30 13F Dominion Res Inc VA COM 25746U109 17,717 249 1.43 1,245 4.53 0.1232
2018-07-18 2018-06-30 13F Dominion Res Inc VA COM 25746U109 17,468 -2,150 -10.96 1,191 -9.98 0.1223
2018-04-20 2018-03-31 13F Dominion Res Inc VA COM 25746U109 19,618 -525 -2.61 1,323 -18.98 0.1352
2018-01-22 2017-12-31 13F Dominion Res Inc VA COM 25746U109 20,143 -1,000 -4.73 1,633 0.37 0.1634
2017-10-12 2017-09-30 13F Dominion Res Inc VA COM 25746U109 21,143 -246 -1.15 1,627 -0.73 0.1714
2017-07-19 2017-06-30 13F Dominion Res Inc VA COM 25746U109 21,389 2,527 13.40 1,639 12.03 0.1812
2017-04-19 2017-03-31 13F Dominion Res Inc VA COM 25746U109 18,862 55 0.29 1,463 1.60 0.1686
2017-01-27 2016-12-31 13F Dominion Res Inc VA COM 25746U109 18,807 -184 -0.97 1,440 2.13 0.1771
2016-10-12 2016-09-30 13F Dominion Res Inc VA COM 25746U109 18,991 -918 -4.61 1,410 -9.09 0.1816
2016-07-07 2016-06-30 13F Dominion Res Inc VA COM 25746U109 19,909 -447 -2.20 1,551 1.44 0.2146
2016-04-15 2016-03-31 13F Dominion Res Inc VA COM 25746U109 20,356 1,035 5.36 1,529 16.99 0.2185
2016-02-29 2015-12-31 13F Dominion Res Inc VA COM 25746U109 19,321 -100 -0.51 1,307 -4.39 0.1807
2015-10-22 2015-09-30 13F Dominion Res Inc VA COM 25746U109 19,421 -441 -2.22 1,367 2.94 0.2086
2015-08-31 2015-06-30 13F Dominion Res Inc VA COM 25746U109 19,862 -125 -0.63 1,328 -6.21 0.1928
2015-04-16 2015-03-31 13F Dominion Res Inc VA COM 25746U109 19,987 701 3.63 1,416 -4.52 0.2037
2015-01-21 2014-12-31 13F Dominion Res Inc VA COM 25746U109 19,286 1,140 6.28 1,483 18.26 0.2242
2014-10-14 2014-09-30 13F Dominion Res Inc VA COM 25746U109 18,146 366 2.06 1,254 -1.42 0.1995
2014-07-25 2014-06-30 13F Dominion Res Inc VA COM 25746U109 17,780 -7,659 -30.11 1,272 -29.57 0.2068
2014-04-24 2014-03-31 13F Dominion Res Inc VA COM 25746U109 25,439 -575 -2.21 1,806 7.31 0.2445
2014-01-15 2013-12-31 13F Dominion Res Inc VA COM 25746U109 26,014 -1,200 -4.41 1,683 -1.00 0.2346
2013-10-15 2013-09-30 13F/A-1 Dominion Res Inc VA COM 25746U109 27,214 -3,794 -12.24 1,700 -3.52 0.2638
2013-10-15 2013-09-30 13F Dominion Res Inc VA COM 25746U109 31,008 1,762
2013-07-12 2013-06-30 13F Dominion Res Inc VA COM 25746U109 31,008 31,008 1,762 0.2886
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.