Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionD.B. Root & Company, LLC
Latest Disclosed Ownership4,217 shares
Latest Disclosed Value $ 260,672
D.B. Root & Company, LLC reports 7.25% increase in ownership of D / Dominion Energy, Inc.

On May 12, 2026 - D.B. Root & Company, LLC filed a 13F-HR form disclosing ownership of 4,217 shares of Dominion Energy, Inc. (US:D) valued at $260,695 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 3,932 shares of Dominion Energy, Inc.. This represents a change in shares of 7.25% during the quarter. The current value of the position is $276,045 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)
2026-05-12 2026-03-31 13F DOMINION ENERGY COM 25746U109 4,217 285 7.25 261 13.04 0.0623
2026-02-03 2025-12-31 13F DOMINION ENERGY COM 25746U109 3,932 5 0.13 230 -4.17 0.0562
2025-11-06 2025-09-30 13F DOMINION ENERGY COM 25746U109 3,927 -75 -1.87 240 6.19 0.0610
2025-07-22 2025-06-30 13F DOMINION ENERGY COM 25746U109 4,002 246 6.55 226 7.62 0.0668
2025-05-14 2025-03-31 13F DOMINION ENERGY COM 25746U109 3,756 9 0.24 211 4.48 0.0680
2025-01-17 2024-12-31 13F DOMINION ENERGY COM 25746U109 3,747 -647 -14.72 202 -20.55 0.0642
2024-10-31 2024-09-30 13F DOMINION ENERGY COM 25746U109 4,394 -3,552 -44.70 254 -34.96 0.0837
2024-07-15 2024-06-30 13F DOMINION ENERGY COM 25746U109 7,946 -6,198 -43.82 389 -44.03 0.1329
2024-04-17 2024-03-31 13F DOMINION ENERGY COM 25746U109 14,144 -840 -5.61 696 -1.28 0.2351
2024-01-16 2023-12-31 13F DOMINION ENERGY COM 25746U109 14,984 -966 -6.06 704 -1.12 0.2553
2023-11-03 2023-09-30 13F DOMINION ENERGY COM 25746U109 15,950 -291 -1.79 712 -15.34 0.2777
2023-07-18 2023-06-30 13F DOMINION ENERGY COM 25746U109 16,241 65 0.40 841 -6.97 0.3182
2023-04-18 2023-03-31 13F DOMINION ENERGY COM 25746U109 16,176 -223 -1.36 904 -10.05 0.3558
2023-01-27 2022-12-31 13F DOMINION ENERGY COM 25746U109 16,399 -33 -0.20 1,006 -11.45 0.4249
2022-10-26 2022-09-30 13F Dominion Energy COM 25746U109 16,432 -6 -0.04 1,135 -13.42 0.5168
2022-07-21 2022-06-30 13F Dominion Energy COM 25746U109 16,438 -82 -0.50 1,311 -6.56 0.5622
2022-05-06 2022-03-31 13F Dominion Energy COM 25746U109 16,520 -2,148 -11.51 1,403 -4.30 0.5223
2022-02-01 2021-12-31 13F Dominion Energy COM 25746U109 18,668 2,647 16.52 1,466 25.41 0.5286
2021-10-22 2021-09-30 13F Dominion Energy COM 25746U109 16,021 157 0.99 1,169 0.17 0.4559
2021-07-28 2021-06-30 13F Dominion Energy COM 25746U109 15,864 260 1.67 1,167 -1.52 0.4358
2021-05-04 2021-03-31 13F Dominion Energy COM 25746U109 15,604 517 3.43 1,185 4.50 0.4658
2021-02-09 2020-12-31 13F Dominion Energy COM 25746U109 15,087 -1,496 -9.02 1,134 -13.30 0.4527
2020-10-22 2020-09-30 13F Dominion Energy COM 25746U109 16,583 -262 -1.56 1,308 -4.32 0.5250
2020-08-06 2020-06-30 13F Dominion Energy COM 25746U109 16,845 66 0.39 1,367 12.88 0.5935
2020-04-29 2020-03-31 13F Dominion Energy COM 25746U109 16,779 745 4.65 1,211 -8.81 0.6112
2020-01-14 2019-12-31 13F Dominion Energy COM 25746U109 16,034 -318 -1.94 1,328 0.23 0.5849
2019-10-28 2019-09-30 13F Dominion Energy COM 25746U109 16,352 587 3.72 1,325 8.78 0.6172
2019-07-19 2019-06-30 13F Dominion Energy COM 25746U109 15,765 -2,055 -11.53 1,218 -10.83 0.5397
2019-04-12 2019-03-31 13F Dominion Energy Stock 25746U109 17,820 -118 -0.66 1,366 6.55 0.5831
2019-01-25 2018-12-31 13F/A-1 Dominion Energy Stock 25746U109 17,938 -1,359 -7.04 1,282 -5.46 0.6377
2019-01-24 2018-12-31 13F Dominion Energy Stock 25746U109 19,297 0 1,356 0.5974
2018-11-05 2018-09-30 13F Dominion Energy Stock 25746U109 19,297 374 1.98 1,356 5.12 0.5974
2018-07-25 2018-06-30 13F Dominion Energy Stock 25746U109 18,923 534 2.90 1,290 4.03 0.6087
2018-05-02 2018-03-31 13F Dominion Energy Stock 25746U109 18,389 1,715 10.29 1,240 -8.28 0.6548
2018-02-22 2017-12-31 13F DOMINION ENERGY COM 25746U109 16,674 16,674 1,352 1.1582
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.