Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionBurney Co/
Latest Disclosed Ownership19,185 shares
Latest Disclosed Value $ 1,186,017
Burney Co/ reports 15.75% decrease in ownership of D / Dominion Energy, Inc.

On April 29, 2026 - Burney Co/ filed a 13F-HR form disclosing ownership of 19,185 shares of Dominion Energy, Inc. (US:D) valued at $1,186,017 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 22,772 shares of Dominion Energy, Inc.. This represents a change in shares of -15.75% during the quarter. The current value of the position is $1,255,850 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-29 2026-03-31 13F DOMINION ENERGY COM 25746U109 19,185 -3,587 -15.75 1,186 -11.09 0.0303
2026-01-23 2025-12-31 13F DOMINION ENERGY COM 25746U109 22,772 15,112 197.28 1,334 185.04 0.0416
2025-10-16 2025-09-30 13F DOMINION ENERGY COM 25746U109 7,660 -800 -9.46 469 -2.09 0.0149
2025-08-05 2025-06-30 13F DOMINION ENERGY COM 25746U109 8,460 -196 -2.26 478 -1.44 0.0162
2025-05-06 2025-03-31 13F DOMINION ENERGY COM 25746U109 8,656 0 0.00 485 4.08 0.0177
2025-01-14 2024-12-31 13F DOMINION ENERGY COM 25746U109 8,656 0 0.00 466 -6.80 0.0165
2024-10-18 2024-09-30 13F DOMINION ENERGY COM 25746U109 8,656 -648 -6.96 500 9.89 0.0178
2024-07-29 2024-06-30 13F DOMINION ENERGY COM 25746U109 9,304 0 0.00 456 -0.44 0.0174
2024-05-22 2024-03-31 13F DOMINION ENERGY COM 25746U109 9,304 -1,500 -13.88 458 -9.86 0.0174
2024-02-12 2023-12-31 13F DOMINION ENERGY COM 25746U109 10,804 -941 -8.01 508 -3.24 0.0214
2023-11-08 2023-09-30 13F DOMINION ENERGY COM 25746U109 11,745 1,505 14.70 525 -1.13 0.0246
2023-08-09 2023-06-30 13F DOMINION ENERGY COM 25746U109 10,240 -267 -2.54 530 -9.71 0.0243
2023-05-10 2023-03-31 13F DOMINION ENERGY COM 25746U109 10,507 -45 -0.43 587 -9.27 0.0289
2023-02-06 2022-12-31 13F DOMINION ENERGY COM 25746U109 10,552 -45 -0.42 647 -11.61 0.0328
2022-11-15 2022-09-30 13F DOMINION ENERGY COM 25746U109 10,597 -198 -1.83 732 -15.08 0.0404
2022-08-12 2022-06-30 13F DOMINION ENERGY COM 25746U109 10,795 -2,306 -17.60 862 -22.55 0.0453
2022-05-09 2022-03-31 13F DOMINION ENERGY COM 25746U109 13,101 -578 -4.23 1,113 3.53 0.0457
2022-02-11 2021-12-31 13F DOMINION ENERGY COM 25746U109 13,679 1,425 11.63 1,075 20.11 0.0464
2021-11-12 2021-09-30 13F DOMINION ENERGY COM 25746U109 12,254 -152 -1.23 895 -1.97 0.0420
2021-08-06 2021-06-30 13F DOMINION ENERGY COM 25746U109 12,406 245 2.01 913 -1.19 0.0425
2021-05-13 2021-03-31 13F DOMINION ENERGY COM 25746U109 12,161 598 5.17 924 6.21 0.0456
2021-02-11 2020-12-31 13F DOMINION ENERGY COM 25746U109 11,563 -250 -2.12 870 -6.65 0.0477
2020-12-14 2020-09-30 13F DOMINION ENERGY COM 25746U109 11,813 -250 -2.07 932 -4.80 0.0577
2020-08-13 2020-06-30 13F DOMINION ENERGY COM 25746U109 12,063 800 7.10 979 20.42 0.0635
2020-05-13 2020-03-31 13F DOMINION ENERGY COM 25746U109 11,263 408 3.76 813 -9.57 0.0625
2020-02-14 2019-12-31 13F DOMINION ENERGY COM 25746U109 10,855 2,770 34.26 899 37.25 0.0496
2019-11-12 2019-09-30 13F DOMINION ENERGY COM 25746U109 8,085 -588 -6.78 655 -2.38 0.0392
2019-08-12 2019-06-30 13F DOMINION ENERGY COM 25746U109 8,673 -337 -3.74 671 -2.89 0.0407
2019-05-13 2019-03-31 13F DOMINION ENERGY COM 25746U109 9,010 1,745 24.02 691 33.14 0.0428
2019-02-12 2018-12-31 13F DOMINION ENERGY COM 25746U109 7,265 232 3.30 519 5.06 0.0365
2018-11-13 2018-09-30 13F DOMINION ENERGY COM 25746U109 7,033 -5,052 -41.80 494 -40.05 0.0294
2018-08-13 2018-06-30 13F DOMINION ENERGY COM 25746U109 12,085 4,232 53.89 824 55.47 0.0483
2018-05-08 2018-03-31 13F DOMINION ENERGY COM 25746U109 7,853 -4,221 -34.96 530 -45.86 0.0328
2018-02-13 2017-12-31 13F DOMINION ENERGY COM 25746U109 12,074 3,270 37.14 979 44.40 0.0553
2017-11-13 2017-09-30 13F/A-1 Dominion Resources COM 25746U109 8,804 12 0.14 678 0.00 0.0440
2017-11-09 2017-09-30 13F Dominion Resources COM 25746U109 8,792 0 678
2017-08-09 2017-06-30 13F Dominion Resources COM 25746U109 8,792 176 2.04 678 1.50 0.0444
2017-05-11 2017-03-31 13F Dominion Resources COM 25746U109 8,616 47 0.55 668 1.83 0.0440
2017-02-07 2016-12-31 13F Dominion Resources COM 25746U109 8,569 -125 -1.44 656 -0.46 0.0446
2016-11-14 2016-09-30 13F Dominion Resources COM 25746U109 8,694 232 2.74 659 0.00 0.0465
2016-08-10 2016-06-30 13F Dominion Resources COM 25746U109 8,462 -252 -2.89 659 0.61 0.0473
2016-05-02 2016-03-31 13F Dominion Resources COM 25746U109 8,714 11 0.13 655 10.83 0.0477
2016-02-09 2015-12-31 13F Dominion Resources COM 25746U109 8,703 -221 -2.48 591 -5.89 0.0438
2015-11-03 2015-09-30 13F DOMINION RESOURCES COM 25746U109 8,924 855 10.60 628 16.30 0.0484
2015-08-10 2015-06-30 13F Dominion Resources COM 25746U109 8,069 10 0.12 540 -5.43 0.0367
2015-05-12 2015-03-31 13F Dominion Resources COM 25746U109 8,059 883 12.30 571 3.44 0.0391
2015-02-11 2014-12-31 13F DOMIN RES COM 25746U109 7,176 0 0.00 552 11.29 0.0437
2014-11-12 2014-09-30 13F DOMIN RES COM 25746U109 7,176 0 0.00 496 -3.31 0.0425
2014-08-05 2014-06-30 13F/A-1 DOMIN RES COM 25746U109 7,176 -936 -11.54 513 -10.94 0.0444
2014-08-04 2014-06-30 13F DOMIN RES COM 25746U109 7,176 513
2014-05-07 2014-03-31 13F/A-1 DOMIN RES COM 25746U109 8,112 -722 -8.17 576 0.88 0.0525
2014-05-06 2014-03-31 13F DONALDSN COM 25746U109 5,088 216
2014-02-03 2013-12-31 13F DOMIN RES COM 25746U109 8,834 156 1.80 571 5.35 0.0556
2013-11-04 2013-09-30 13F DOMIN RES COM 25746U109 8,678 100 1.17 542 11.29 0.0606
2013-07-22 2013-06-30 13F DOMIN RES COM 25746U109 8,578 8,578 487 0.0608
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.