Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionAdirondack Trust Co
Latest Disclosed Ownership3,382 shares
Latest Disclosed Value $ 209,037
Adirondack Trust Co reports 40.06% decrease in ownership of D / Dominion Energy, Inc.

On April 3, 2026 - Adirondack Trust Co filed a 13F-HR form disclosing ownership of 3,382 shares of Dominion Energy, Inc. (US:D) valued at $209,075 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 5,642 shares of Dominion Energy, Inc.. This represents a change in shares of -40.06% during the quarter. The current value of the position is $221,386 USD.

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)
2026-04-03 2026-03-31 13F DOMINION ENERGY UTILITIES 25746U109 3,382 -2,260 -40.06 209 -36.67 0.0702
2026-01-08 2025-12-31 13F DOMINION ENERGY UTILITIES 25746U109 5,642 0 0.00 331 -4.35 0.1087
2025-10-20 2025-09-30 13F DOMINION ENERGY UTILITIES 25746U109 5,642 -30 -0.53 345 7.81 0.1158
2025-07-11 2025-06-30 13F DOMINION ENERGY UTILITIES 25746U109 5,672 0 0.00 321 0.95 0.1164
2025-04-03 2025-03-31 13F DOMINION ENERGY UTILITIES 25746U109 5,672 -719 -11.25 318 -7.85 0.1243
2025-01-17 2024-12-31 13F DOMINION ENERGY UTILITIES 25746U109 6,391 -526 -7.60 344 -13.78 0.1314
2024-10-08 2024-09-30 13F DOMINION ENERGY UTILITIES 25746U109 6,917 1,669 31.80 400 55.25 0.1540
2024-07-09 2024-06-30 13F DOMINION ENERGY UTILITIES 25746U109 5,248 0 0.00 257 -0.39 0.1050
2024-04-09 2024-03-31 13F DOMINION ENERGY UTILITIES 25746U109 5,248 -85 -1.59 258 1.18 0.1080
2024-03-29 2023-12-31 13F DOMINION ENERGY UTILITIES 25746U109 5,333 -312 -5.53 255 1.19 0.1102
2023-10-31 2023-09-30 13F DOMINION ENERGY UTILITIES 25746U109 5,645 -2,188 -27.93 252 -39.86 0.1258
2023-08-09 2023-06-30 13F DOMINION ENERGY UTILITIES 25746U109 7,833 -23 -0.29 419 -4.56 0.1960
2023-04-28 2023-03-31 13F DOMINION ENERGY UTILITIES 25746U109 7,856 2,806 55.56 439 42.07 0.2224
2023-01-13 2022-12-31 13F DOMINION ENERGY UTILITIES 25746U109 5,050 41 0.82 310 -10.69 0.1602
2022-10-13 2022-09-30 13F DOMINION ENERGY UTILITIES 25746U109 5,009 300 6.37 346 -7.98 0.1934
2022-07-06 2022-06-30 13F DOMINION ENERGY UTILITIES 25746U109 4,709 -40 -0.84 376 -6.70 0.2016
2022-04-05 2022-03-31 13F DOMINION ENERGY UTILITIES 25746U109 4,749 810 20.56 403 30.00 0.1907
2022-01-13 2021-12-31 13F DOMINION ENERGY UTILITIES 25746U109 3,939 -135 -3.31 310 0.32 0.1479
2021-11-16 2021-09-30 13F DOMINION ENERGY UTILITIES 25746U109 4,074 0 0.00 309 3.00 0.1470
2021-07-15 2021-06-30 13F DOMINION ENERGY UTILITIES 25746U109 4,074 20 0.49 300 -2.60 0.1513
2021-04-16 2021-03-31 13F DOMINION ENERGY UTILITIES 25746U109 4,054 -170 -4.02 308 0.00 0.1640
2021-02-12 2020-12-31 13F DOMINION ENERGY UTILITIES 25746U109 4,224 251 6.32 308 -1.60 0.1852
2020-10-05 2020-09-30 13F DOMINION ENERGY UTILITIES 25746U109 3,973 -70 -1.73 313 -4.28 0.2053
2020-08-19 2020-06-30 13F DOMINION ENERGY UTILITIES 25746U109 4,043 0 0.00 327 11.99 0.2163
2020-04-23 2020-03-31 13F DOMINION ENERGY UTILITIES 25746U109 4,043 50 1.25 292 -14.62 0.2383
2020-02-11 2019-12-31 13F DOMINION ENERGY UTILITIES 25746U109 3,993 260 6.96 342 13.25 0.2243
2019-10-09 2019-09-30 13F DOMINION ENERGY UTILITIES 25746U109 3,733 105 2.89 302 7.86 0.2121
2019-07-15 2019-06-30 13F DOMINION ENERGY UTILITIES 25746U109 3,628 0 0.00 280 -0.71 0.1954
2019-05-13 2019-03-31 13F DOMINION ENERGY UTILITIES 25746U109 3,628 184 5.34 282 14.63 0.1935
2019-01-18 2018-12-31 13F DOMINION ENERGY UTILITIES 25746U109 3,444 120 3.61 246 5.13 0.1905
2018-10-22 2018-09-30 13F DOMINION ENERGY UTILITIES 25746U109 3,324 -106 -3.09 234 0.00 0.1578
2018-07-26 2018-06-30 13F DOMINION ENERGY UTILITIES 25746U109 3,430 -50 -1.44 234 1.30 0.1651
2018-05-03 2018-03-31 13F DOMINION ENERGY UTILITIES 25746U109 3,480 127 3.79 231 -14.76 0.1645
2018-01-10 2017-12-31 13F DOMINION ENERGY UTILITIES 25746U109 3,353 0 0.00 271 5.04 0.1967
2017-10-12 2017-09-30 13F DOMINION RESOURCES UTILITIES 25746U109 3,353 0 0.00 258 0.39 0.2025
2017-08-02 2017-06-30 13F DOMINION RESOURCES UTILITIES 25746U109 3,353 -120 -3.46 257 -4.46 0.2069
2017-04-12 2017-03-31 13F DOMINION RESOURCES UTILITIES 25746U109 3,473 20 0.58 269 1.51 0.1879
2017-01-17 2016-12-31 13F DOMINION RESOURCES UTILITIES 25746U109 3,453 0 0.00 265 3.52 0.1847
2016-10-21 2016-09-30 13F DOMINION RESOURCES UTILITIES 25746U109 3,453 275 8.65 256 3.64 0.1842
2016-07-13 2016-06-30 13F DOMINION RESOURCES UTILITIES 25746U109 3,178 0 0.00 247 3.35 0.1758
2016-04-12 2016-03-31 13F DOMINION RESOURCES UTILITIES 25746U109 3,178 0 0.00 239 3.91 0.1773
2016-02-08 2015-12-31 13F DOMINION RESOURCES UTILITIES 25746U109 3,178 -675 -17.52 230 -15.13 0.1820
2015-10-19 2015-09-30 13F DOMINION RESOURCES UTILITIES 25746U109 3,853 -150 -3.75 271 1.50 0.2184
2015-07-30 2015-06-30 13F DOMINION RESOURCES UTILITIES 25746U109 4,003 0 0.00 267 -5.99 0.1990
2015-04-07 2015-03-31 13F DOMINION RESOURCES UTILITIES 25746U109 4,003 4,003 0.00 284 0.2123
2015-01-27 2014-12-31 13F DOMINION RESOURCES UTILITIES 25746U109 0 -2,025 -100.00 0 -100.00
2014-10-28 2014-09-30 13F DOMINION RESOURCES UTILITIES 25746U109 2,025 -15 -0.74 140 -3.45 0.1062
2014-07-23 2014-06-30 13F DOMINION RESOURCES UTILITIES 25746U109 2,040 100 5.15 145 5.07 0.1108
2014-04-17 2014-03-31 13F DOMINION RESOURCES UTILITIES 25746U109 1,940 0 0.00 138 10.40 0.1100
2014-01-07 2013-12-31 13F DOMINION RESOURCES UTILITIES 25746U109 1,940 675 53.36 125 58.23 0.1013
2013-10-04 2013-09-30 13F DOMINION RESOURCES UTILITIES 25746U109 1,265 0 0.00 79 9.72 0.0695
2013-08-14 2013-06-30 13F DOMINION RESOURCES UTILITIES 25746U109 1,265 1,265 72 0.0655
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.