Dominion Energy, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionWhitener Capital Management, Inc.
Latest Disclosed Ownership18,599 shares
Latest Disclosed Value $ 1,149,790
Whitener Capital Management, Inc. reports 19.95% increase in ownership of D / Dominion Energy, Inc.

On April 16, 2026 - Whitener Capital Management, Inc. filed a 13F-HR form disclosing ownership of 18,599 shares of Dominion Energy, Inc. (MX:D) valued at $1,149,790 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 15,505 shares of Dominion Energy, Inc.. This represents a change in shares of 19.95% 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)
2026-04-16 2026-03-31 13F DOMINION ENERGY COM 25746U109 18,599 3,094 19.95 1,150 26.54 0.2623
2026-01-23 2025-12-31 13F DOMINION ENERGY COM 25746U109 15,505 0 0.00 908 -4.22 0.2067
2025-10-15 2025-09-30 13F DOMINION ENERGY COM 25746U109 15,505 700 4.73 948 13.40 0.2271
2025-07-14 2025-06-30 13F DOMINION ENERGY COM 25746U109 14,805 -65 -0.44 837 0.36 0.2216
2025-05-01 2025-03-31 13F DOMINION ENERGY COM 25746U109 14,870 247 1.69 834 5.84 0.2359
2025-01-15 2024-12-31 13F DOMINION ENERGY COM 25746U109 14,623 3 0.02 788 -6.75 0.2207
2024-10-29 2024-09-30 13F DOMINION ENERGY COM 25746U109 14,620 -330 -2.21 845 15.30 0.2396
2024-07-17 2024-06-30 13F DOMINION ENERGY COM 25746U109 14,950 -176 -1.16 733 -1.61 0.2219
2024-04-16 2024-03-31 13F DOMINION ENERGY COM 25746U109 15,126 -419 -2.70 744 1.92 0.2436
2024-01-10 2023-12-31 13F DOMINION ENERGY COM 25746U109 15,545 -3,550 -18.59 731 -14.32 0.2644
2023-11-02 2023-09-30 13F DOMINION ENERGY COM 25746U109 19,095 -150 -0.78 853 -14.46 0.3416
2023-07-13 2023-06-30 13F DOMINION ENERGY COM 25746U109 19,245 595 3.19 997 -4.41 0.3823
2023-04-12 2023-03-31 13F DOMINION ENERGY COM 25746U109 18,650 95 0.51 1,043 -8.36 0.4358
2023-03-01 2022-12-31 13F DOMINION ENERGY COM 25746U109 18,555 -3,550 -16.06 1,138 -25.59 0.4970
2022-10-28 2022-09-30 13F Dominion Resources COM 25746U109 22,105 275 1.26 1,528 -12.28 0.7224
2022-08-09 2022-06-30 13F Dominion Resources COM 25746U109 21,830 945 4.52 1,742 -1.80 0.7852
2022-05-11 2022-03-31 13F Dominion Resources COM 25746U109 20,885 -600 -2.79 1,774 5.16 0.6663
2022-02-14 2021-12-31 13F/A-1 Dominion Resources COM 25746U109 21,485 -530 -2.41 1,687 1.93 0.6031
2021-11-12 2021-09-30 13F Dominion Resources COM 25746U109 22,015 -925 -4.03 1,655 -1.90 0.7615
2021-08-12 2021-06-30 13F Dominion Resources COM 25746U109 22,940 550 2.46 1,687 -0.76 0.6717
2021-05-11 2021-03-31 13F Dominion Resources COM 25746U109 22,390 375 1.70 1,700 2.72 0.7369
2021-02-08 2020-12-31 13F Dominion Resources COM 25746U109 22,015 1,723 8.49 1,655 3.37 0.7575
2020-10-09 2020-09-30 13F Dominion Resources COM 25746U109 20,292 700 3.57 1,601 0.69 0.7711
2020-07-17 2020-06-30 13F Dominion Resources COM 25746U109 19,592 -1,292 -6.19 1,590 5.51 0.8274
2020-04-24 2020-03-31 13F Dominion Resources COM 25746U109 20,884 2,571 14.04 1,507 -0.59 0.9746
2020-02-12 2019-12-31 13F Dominion Resources COM 25746U109 18,313 1,778 10.75 1,516 13.22 0.7861
2019-11-07 2019-09-30 13F Dominion Resources COM 25746U109 16,535 -1,549 -8.57 1,339 -4.22 0.7348
2019-08-02 2019-06-30 13F Dominion Resources COM 25746U109 18,084 254 1.42 1,398 2.34 0.7953
2019-05-02 2019-03-31 13F Dominion Resources COM 25746U109 17,830 2,019 12.77 1,366 20.99 0.8936
2019-02-05 2018-12-31 13F Dominion Resources COM 25746U109 15,811 671 4.43 1,129 6.11 0.8314
2018-11-07 2018-09-30 13F Dominion Resources COM 25746U109 15,140 1,139 8.14 1,064 11.53 0.6982
2018-08-08 2018-06-30 13F Dominion Resources COM 25746U109 14,001 -70 -0.50 954 0.63 0.7491
2018-04-23 2018-03-31 13F Dominion Resources COM 25746U109 14,071 3,479 32.85 948 10.49 0.7251
2018-04-23 2017-12-31 13F DOMINION ENERGY INC COM COM 25746U109 10,592 10,592 858 0.7378
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.