Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionClarius Group, LLC
Latest Disclosed Ownership4,370 shares
Latest Disclosed Value $ 256,038
Clarius Group, LLC reports 0.39% increase in ownership of D / Dominion Energy, Inc.

On January 14, 2026 - Clarius Group, LLC filed a 13F-HR form disclosing ownership of 4,370 shares of Dominion Energy, Inc. (US:D) valued at $256,038 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 14, 2025 disclosing 4,353 shares of Dominion Energy, Inc.. This represents a change in shares of 0.39% during the quarter. The current value of the position is $286,060 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)
2026-01-14 2025-12-31 13F DOMINION ENERGY COM 25746U109 4,370 17 0.39 256 -3.76 0.0146
2025-10-14 2025-09-30 13F DOMINION ENERGY COM 25746U109 4,353 -1,719 -28.31 266 -22.45 0.0158
2025-07-22 2025-06-30 13F DOMINION ENERGY COM 25746U109 6,072 -276 -4.35 343 -3.38 0.0200
2025-04-18 2025-03-31 13F DOMINION ENERGY COM 25746U109 6,348 500 8.55 356 13.06 0.0224
2025-01-16 2024-12-31 13F DOMINION ENERGY COM 25746U109 5,848 -134 -2.24 315 -8.72 0.0215
2024-10-09 2024-09-30 13F DOMINION ENERGY COM 25746U109 5,982 -172 -2.79 345 14.29 0.0242
2024-07-11 2024-06-30 13F DOMINION ENERGY COM 25746U109 6,154 -950 -13.37 302 -13.75 0.0214
2024-04-17 2024-03-31 13F DOMINION ENERGY COM 25746U109 7,104 2,307 48.09 349 55.11 0.0241
2024-01-29 2023-12-31 13F DOMINION ENERGY COM 25746U109 4,797 -4,433 -48.03 225 -45.39 0.0187
2023-10-19 2023-09-30 13F DOMINION ENERGY COM 25746U109 9,230 2,217 31.61 412 13.50 0.0393
2023-08-10 2023-06-30 13F DOMINION ENERGY COM 25746U109 7,013 2,951 72.65 363 59.91 0.0281
2023-04-17 2023-03-31 13F DOMINION ENERGY COM 25746U109 4,062 -710 -14.88 227 0.0193
2023-01-25 2022-12-31 13F DOMINION ENERGY COM 25746U109 4,772 -1,734 -26.65 0 -100.00 0.0264
2022-10-24 2022-09-30 13F DOMINION ENERGY COM 25746U109 6,506 389 6.36 450 -7.79 0.0450
2022-08-10 2022-06-30 13F DOMINION ENERGY COM 25746U109 6,117 0 0.00 488 1.46 0.0487
2022-04-08 2022-03-31 13F DOMINION ENERGY COM 25746U109 6,117 0 0.00 481 0.00 0.0381
2022-02-02 2021-12-31 13F DOMINION ENERGY COM 25746U109 6,117 817 15.42 481 24.29 0.0381
2021-10-18 2021-09-30 13F DOMINION ENERGY COM 25746U109 5,300 555 11.70 387 10.89 0.0347
2021-08-06 2021-06-30 13F DOMINION ENERGY COM 25746U109 4,745 -59 -1.23 349 -4.38 0.0313
2021-04-27 2021-03-31 13F DOMINION ENERGY COM 25746U109 4,804 -2,579 -34.93 365 -34.23 0.0358
2021-01-15 2020-12-31 13F DOMINION ENERGY COM 25746U109 7,383 644 9.56 555 4.32 0.0598
2020-10-09 2020-09-30 13F DOMINION ENERGY COM 25746U109 6,739 -803 -10.65 532 -13.07 0.0683
2020-07-08 2020-06-30 13F DOMINION ENERGY COM 25746U109 7,542 1,003 15.34 612 29.66 0.0858
2020-04-24 2020-03-31 13F DOMINION ENERGY COM 25746U109 6,539 -387 -5.59 472 -17.91 0.0890
2020-01-22 2019-12-31 13F DOMINION ENERGY COM 25746U109 6,926 1,216 21.30 575 24.19 0.0911
2019-10-22 2019-09-30 13F DOMINION ENERGY COM 25746U109 5,710 876 18.12 463 23.80 0.0849
2019-08-02 2019-06-30 13F DOMINION ENERGY COM 25746U109 4,834 1,239 34.46 374 35.51 0.0752
2019-05-14 2019-03-31 13F DOMINION ENERGY COM 25746U109 3,595 3,595 276 0.0671
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.