Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionCornerstone Advisory, LLC
Latest Disclosed Ownership6,677 shares
Latest Disclosed Value $ 412,772
Cornerstone Advisory, LLC reports 1.60% increase in ownership of D / Dominion Energy, Inc.

On May 4, 2026 - Cornerstone Advisory, LLC filed a 13F-HR form disclosing ownership of 6,677 shares of Dominion Energy, Inc. (US:D) valued at $412,772 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 6,572 shares of Dominion Energy, Inc.. This represents a change in shares of 1.60% during the quarter. The current value of the position is $437,076 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)
2026-05-04 2026-03-31 13F DOMINION ENERGY COM 25746U109 6,677 105 1.60 413 7.01 0.0391
2026-01-28 2025-12-31 13F DOMINION ENERGY COM 25746U109 6,572 -428 -6.11 385 -10.05 0.0367
2025-11-07 2025-09-30 13F DOMINION ENERGY COM 25746U109 7,000 85 1.23 428 9.74 0.0421
2025-07-30 2025-06-30 13F DOMINION ENERGY COM 25746U109 6,915 -461 -6.25 391 -3.23 0.0420
2025-05-07 2025-03-31 13F DOMINION ENERGY COM 25746U109 7,376 297 4.20 403 2.54 0.0471
2025-02-18 2024-12-31 13F DOMINION ENERGY COM 25746U109 7,079 -394 -5.27 394 -8.82 0.0447
2024-11-12 2024-09-30 13F DOMINION ENERGY COM 25746U109 7,473 71 0.96 432 19.06 0.0568
2024-08-14 2024-06-30 13F DOMINION ENERGY COM 25746U109 7,402 -211 -2.77 363 -3.21 0.0510
2024-05-08 2024-03-31 13F DOMINION ENERGY COM 25746U109 7,613 145 1.94 374 6.86 0.0534
2024-02-13 2023-12-31 13F DOMINION ENERGY COM 25746U109 7,468 -4,068 -35.26 351 -32.04 0.0547
2023-11-14 2023-09-30 13F DOMINION ENERGY COM 25746U109 11,536 -1,165 -9.17 515 -21.61 0.0902
2023-07-20 2023-06-30 13F DOMINION ENERGY COM 25746U109 12,701 -40 -0.31 658 -7.72 0.1156
2023-05-04 2023-03-31 13F DOMINION ENERGY COM 25746U109 12,741 -300 -2.30 712 -10.89 0.1283
2023-02-13 2022-12-31 13F DOMINION ENERGY COM 25746U109 13,041 271 2.12 800 -9.51 0.1576
2022-10-26 2022-09-30 13F DOMINION ENERGY COM 25746U109 12,770 100 0.79 883 -12.66 0.1972
2022-08-02 2022-06-30 13F DOMINION ENERGY COM 25746U109 12,670 -5,774 -31.31 1,011 -35.52 0.2313
2022-05-20 2022-03-31 13F DOMINION ENERGY COM 25746U109 18,444 6,296 51.83 1,568 64.36 0.2391
2022-02-23 2021-12-31 13F DOMINION ENERGY COM 25746U109 12,148 -398 -3.17 954 4.15 0.1371
2021-11-16 2021-09-30 13F DOMINION ENERGY COM 25746U109 12,546 -92 -0.73 916 -1.51 0.1517
2021-08-16 2021-06-30 13F DOMINION ENERGY COM 25746U109 12,638 710 5.95 930 2.65 0.1567
2021-05-13 2021-03-31 13F DOMINION ENERGY COM 25746U109 11,928 -3,127 -20.77 906 -20.04 0.1715
2021-05-11 2020-12-31 13F DOMINION ENERGY COM 25746U109 15,055 -431 -2.78 1,133 -7.28 0.2293
2020-11-12 2020-09-30 13F DOMINION ENERGY COM 25746U109 15,486 3,760 32.07 1,222 28.50 0.2851
2020-08-10 2020-06-30 13F DOMINION ENERGY COM 25746U109 11,726 1,576 15.53 951 29.74 0.2481
2020-05-11 2020-03-31 13F DOMINION ENERGY COM 25746U109 10,150 458 4.73 733 -8.72 0.2229
2020-02-12 2019-12-31 13F DOMINION ENERGY COM 25746U109 9,692 773 8.67 803 11.07 0.1663
2019-11-12 2019-09-30 13F DOMINION ENERGY COM 25746U109 8,919 -341 -3.68 723 0.98 0.1560
2019-08-08 2019-06-30 13F DOMINION ENERGY COM 25746U109 9,260 4 0.04 716 0.85 0.1552
2019-05-08 2019-03-31 13F DOMINION ENERGY COM 25746U109 9,256 3,885 72.33 710 84.90 0.1562
2019-02-12 2018-12-31 13F DOMINION ENERGY COM 25746U109 5,371 333 6.61 384 8.47 0.1008
2018-11-13 2018-09-30 13F DOMINION ENERGY COM 25746U109 5,038 -1,407 -21.83 354 -19.36 0.1050
2018-08-09 2018-06-30 13F DOMINION ENERGY COM 25746U109 6,445 -42 -0.65 439 0.46 0.1445
2018-05-10 2018-03-31 13F DOMINION ENERGY COM 25746U109 6,487 0 0.00 437 -16.92 0.1574
2018-02-09 2017-12-31 13F DOMINION ENERGY COM 25746U109 6,487 -47 -0.72 526 4.57 0.1803
2017-11-14 2017-09-30 13F DOMINION ENERGY COM 25746U109 6,534 -3,117 -32.30 503 -31.94 0.1702
2017-08-08 2017-06-30 13F DOMINION ENERGY COM 25746U109 9,651 0 0.00 739 -1.34 0.2473
2017-05-15 2017-03-31 13F DOMINION RES INC VA COM 25746U109 9,651 2,674 38.33 749 40.26 0.3781
2017-02-13 2016-12-31 13F DOMINION RES INC VA COM 25746U109 6,977 3,882 125.43 534 132.17 0.4007
2016-11-10 2016-09-30 13F DOMINION RES INC VA COM 25746U109 3,095 3,095 230 0.1889
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.