Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionD.a. Davidson & Co.
Latest Disclosed Ownership103,237 shares
Latest Disclosed Value $ 6,382,132
D.a. Davidson & Co. reports 39.78% increase in ownership of D / Dominion Energy, Inc.

On May 5, 2026 - D.a. Davidson & Co. filed a 13F-HR form disclosing ownership of 103,237 shares of Dominion Energy, Inc. (US:D) valued at $6,382,111 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 73,855 shares of Dominion Energy, Inc.. This represents a change in shares of 39.78% during the quarter. The current value of the position is $6,757,894 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)
2026-05-05 2026-03-31 13F DOMINION ENERGY COM 25746U109 103,237 29,382 39.78 6,382 47.49 0.0387
2026-01-29 2025-12-31 13F DOMINION ENERGY COM 25746U109 73,855 11,616 18.66 4,327 13.66 0.0265
2025-10-22 2025-09-30 13F DOMINION ENERGY COM 25746U109 62,239 5,295 9.30 3,807 18.30 0.0244
2025-07-30 2025-06-30 13F DOMINION ENERGY COM 25746U109 56,944 259 0.46 3,219 1.26 0.0227
2025-04-28 2025-03-31 13F DOMINION ENERGY COM 25746U109 56,685 -766 -1.33 3,178 2.71 0.0255
2025-01-31 2024-12-31 13F DOMINION ENERGY COM 25746U109 57,451 1,825 3.28 3,094 -3.73 0.0252
2024-11-13 2024-09-30 13F DOMINION ENERGY COM 25746U109 55,626 898 1.64 3,215 19.88 0.0265
2024-08-01 2024-06-30 13F DOMINION ENERGY COM 25746U109 54,728 24,061 78.46 2,682 77.79 0.0238
2024-05-13 2024-03-31 13F DOMINION ENERGY COM 25746U109 30,667 -6,932 -18.44 1,509 -14.66 0.0136
2024-02-09 2023-12-31 13F DOMINION ENERGY COM 25746U109 37,599 -6,971 -15.64 1,767 -11.21 0.0173
2023-11-08 2023-09-30 13F DOMINION ENERGY COM 25746U109 44,570 -7,362 -14.18 1,991 -25.99 0.0216
2023-08-11 2023-06-30 13F DOMINION ENERGY COM 25746U109 51,932 474 0.92 2,690 -6.44 0.0284
2023-04-25 2023-03-31 13F DOMINION ENERGY COM 25746U109 51,458 8,371 19.43 2,875 8.66 0.0323
2023-02-03 2022-12-31 13F DOMINION ENERGY COM 25746U109 43,087 8,258 23.71 2,646 8.94 0.0312
2022-11-07 2022-09-30 13F DOMINION ENERGY COM 25746U109 34,829 -24 -0.07 2,428 -12.72 0.0318
2022-07-28 2022-06-30 13F DOMINION ENERGY COM 25746U109 34,853 -401 -1.14 2,782 -7.14 0.0349
2022-05-12 2022-03-31 13F DOMINION ENERGY COM 25746U109 35,254 1,315 3.87 2,996 12.42 0.0326
2022-01-31 2021-12-31 13F DOMINION ENERGY COM 25746U109 33,939 2,073 6.51 2,665 14.53 0.0284
2021-11-15 2021-09-30 13F DOMINION ENERGY COM 25746U109 31,866 108 0.34 2,327 -0.39 0.0270
2021-08-10 2021-06-30 13F DOMINION ENERGY COM 25746U109 31,758 -127 -0.40 2,336 -3.55 0.0274
2021-05-07 2021-03-31 13F DOMINION ENERGY COM 25746U109 31,885 579 1.85 2,422 3.42 0.0310
2021-02-10 2020-12-31 13F DOMINION ENERGY COM 25746U109 31,306 -1,492 -4.55 2,342 -9.54 0.0358
2020-11-02 2020-09-30 13F DOMINION ENERGY COM 25746U109 32,798 -2,981 -8.33 2,589 -10.88 0.0451
2020-08-10 2020-06-30 13F DOMINION ENERGY COM 25746U109 35,779 103 0.29 2,905 10.46 0.0542
2020-05-05 2020-03-31 13F DOMINION ENERGY COM 25746U109 35,676 2,952 9.02 2,630 -2.77 0.0513
2020-02-14 2019-12-31 13F DOMINION ENERGY COM 25746U109 32,724 924 2.91 2,705 4.97 0.0437
2019-11-05 2019-09-30 13F DOMINION ENERGY COM 25746U109 31,800 956 3.10 2,577 8.05 0.0462
2019-08-13 2019-06-30 13F DOMINION ENERGY COM 25746U109 30,844 -133 -0.43 2,385 0.68 0.0444
2019-05-13 2019-03-31 13F DOMINION ENERGY COM 25746U109 30,977 12,180 64.80 2,369 76.40 0.0407
2019-01-29 2018-12-31 13F DOMINION ENERGY COM 25746U109 18,797 3,390 22.00 1,343 24.01 0.0262
2018-11-13 2018-09-30 13F DOMINION ENERGY COM 25746U109 15,407 1,147 8.04 1,083 11.42 0.0193
2018-08-02 2018-06-30 13F DOMINION ENERGY COM 25746U109 14,260 -1,571 -9.92 972 -8.99 0.0191
2018-05-04 2018-03-31 13F DOMINION ENERGY COM 25746U109 15,831 179 1.14 1,068 -15.84 0.0221
2018-02-08 2017-12-31 13F DOMINION ENERGY COM 25746U109 15,652 1,081 7.42 1,269 13.30 0.0266
2017-11-08 2017-09-30 13F DOMINION ENERGY COM 25746U109 14,571 34 0.23 1,120 0.63 0.0220
2017-08-11 2017-06-30 13F DOMINION RES INC VA COM 25746U109 14,537 2,861 24.50 1,113 22.98 0.0251
2017-05-12 2017-03-31 13F DOMINION RES INC VA COM 25746U109 11,676 139 1.20 905 2.49 0.0219
2017-02-15 2016-12-31 13F DOMINION RES INC VA COM 25746U109 11,537 -198 -1.69 883 1.38 0.0200
2016-11-18 2016-09-30 13F/A-1 DOMINION RES INC VA COM 25746U109 11,735 907 8.38 871 3.32 0.0217
2016-11-14 2016-09-30 13F DOMINION RES INC VA COM 25746U109 11,735 871
2016-08-13 2016-06-30 13F DOMINION RES INC VA COM 25746U109 10,828 -275 -2.48 843 1.08 0.0248
2016-05-13 2016-03-31 13F DOMINION RES INC VA COM 25746U109 11,103 -103 -0.92 834 10.17 0.0260
2016-02-12 2015-12-31 13F DOMINION RES INC VA COM 25746U109 11,206 -536 -4.56 757 -8.35 0.0247
2015-11-13 2015-09-30 13F DOMINION RES INC VA COM 25746U109 11,742 650 5.86 826 11.47 0.0289
2015-08-14 2015-06-30 13F DOMINION RES INC VA COM 25746U109 11,092 -489 -4.22 741 -9.63 0.0244
2015-05-06 2015-03-31 13F DOMINION RES INC VA COM 25746U109 11,581 -300 -2.53 820 -10.19 0.0269
2015-02-12 2014-12-31 13F DOMINION RES INC VA COM 25746U109 11,881 751 6.75 913 18.88 0.0298
2014-11-12 2014-09-30 13F DOMINION RES INC VA COM 25746U109 11,130 -120 -1.07 768 -4.48 0.0260
2014-07-29 2014-06-30 13F DOMINION RES INC VA COM 25746U109 11,250 470 4.36 804 5.10 0.0272
2014-05-05 2014-03-31 13F DOMINION RES INC VA COM 25746U109 10,780 -2,650 -19.73 765 -11.87 0.0273
2014-02-13 2013-12-31 13F/A-1 DOMINION RES INC VA COM 25746U109 13,430 2,650 24.58 868 28.97 0.0324
2014-02-12 2013-12-31 13F DOMINION RES INC VA COM 25746U109 13,430 868
2013-11-14 2013-09-30 13F DOMINION RES INC VA COM 25746U109 10,780 0 0.00 673 9.97 0.0303
2013-08-16 2013-06-30 13F DOMINION RES INC VA COM 25746U109 10,780 10,780 612 0.0295
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.