Dominion Energy, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionRosenberg Matthew Hamilton
Latest Disclosed Ownership3,208 shares
Latest Disclosed Value $ 198,332
Rosenberg Matthew Hamilton reports 1.52% increase in ownership of D / Dominion Energy, Inc.

On April 6, 2026 - Rosenberg Matthew Hamilton filed a 13F-HR form disclosing ownership of 3,208 shares of Dominion Energy, Inc. (MX:D) valued at $198,332 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 5, 2026 disclosing 3,160 shares of Dominion Energy, Inc.. This represents a change in shares of 1.52% 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)
2026-04-06 2026-03-31 13F DOMINION ENERGY INC COM Stock 25746U109 3,208 48 1.52 198 7.03 0.0406
2026-01-05 2025-12-31 13F DOMINION ENERGY INC COM Stock 25746U109 3,160 0 0.00 185 -4.15 0.0383
2025-11-10 2025-09-30 13F DOMINION ENERGY INC COM Stock 25746U109 3,160 0 0.00 193 8.43 0.0418
2025-07-28 2025-06-30 13F DOMINION ENERGY INC COM Stock 25746U109 3,160 411 14.95 179 15.58 0.0415
2025-04-28 2025-03-31 13F DOMINION ENERGY INC COM Stock 25746U109 2,749 -24 -0.87 154 3.36 0.0387
2025-01-14 2024-12-31 13F DOMINION ENERGY INC COM Stock 25746U109 2,773 -2 -0.07 149 -6.87 0.0388
2024-10-28 2024-09-30 13F DOMINION ENERGY INC COM Stock 25746U109 2,775 0 0.00 160 20.30 0.0420
2024-07-26 2024-06-30 13F DOMINION ENERGY INC COM Stock 25746U109 2,775 -7 -0.25 133 -2.21 0.0394
2024-04-22 2024-03-31 13F DOMINION ENERGY INC COM Stock 25746U109 2,782 196 7.58 137 12.40 0.0395
2024-01-16 2023-12-31 13F DOMINION ENERGY INC COM Stock 25746U109 2,586 1,374 113.37 122 124.07 0.0374
2023-10-11 2023-09-30 13F DOMINION ENERGY INC COM Stock 25746U109 1,212 -329 -21.35 54 -31.65 0.0180
2023-07-26 2023-06-30 13F DOMINION ENERGY INC COM Stock 25746U109 1,541 -1,032 -40.11 80 -44.76 0.0270
2023-04-17 2023-03-31 13F DOMINION ENERGY INC COM Stock 25746U109 2,573 -126 -4.67 144 -13.33 0.0464
2023-01-19 2022-12-31 13F DOMINION ENERGY INC COM Stock 25746U109 2,699 -49 -1.78 165 -13.16 0.0561
2022-10-21 2022-09-30 13F DOMINION ENERGY INC COM Stock 25746U109 2,748 166 6.43 190 -9.52 0.0735
2022-07-15 2022-06-30 13F DOMINION ENERGY INC COM Stock 25746U109 2,582 -67 -2.53 210 -6.67 0.0792
2022-04-14 2022-03-31 13F DOMINION ENERGY INC COM Stock 25746U109 2,649 45 1.73 225 9.76 0.0787
2022-01-20 2021-12-31 13F DOMINION ENERGY COM 25746U109 2,604 -227 -8.02 205 -0.97 0.0730
2021-10-12 2021-09-30 13F DOMINION ENERGY COM 25746U109 2,831 -123 -4.16 207 -4.61 0.0818
2021-07-26 2021-06-30 13F DOMINION ENERGY COM 25746U109 2,954 159 5.69 217 2.36 0.1129
2021-04-30 2021-03-31 13F DOMINION ENERGY COM 25746U109 2,795 759 37.28 212 38.56 0.1210
2021-02-03 2020-12-31 13F DOMINION ENERGY COM 25746U109 2,036 379 22.87 153 16.79 0.0955
2020-10-16 2020-09-30 13F DOMINION ENERGY COM 25746U109 1,657 -119 -6.70 131 -9.03 0.0962
2020-08-04 2020-06-30 13F DOMINION ENERGY COM 25746U109 1,776 327 22.57 144 37.14 0.1147
2020-05-14 2020-03-31 13F DOMINION ENERGY COM 25746U109 1,449 1,449 105 0.1044
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.