Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership6,890 shares
Latest Disclosed Value $ 425,914
EverSource Wealth Advisors, LLC reports 6.79% increase in ownership of D / Dominion Energy, Inc.

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 6,890 shares of Dominion Energy, Inc. (US:D) valued at $425,940 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 6,452 shares of Dominion Energy, Inc.. This represents a change in shares of 6.79% during the quarter. The current value of the position is $451,019 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)
2026-05-15 2026-03-31 13F/A-1 DOMINION ENERGY INC COM Stock 25746U109 6,890 438 6.79 426 12.73 0.0020
2026-05-14 2026-03-31 13F DOMINION ENERGY INC COM Stock 25746U109 7,298 846 394 0.0022
2026-02-06 2025-12-31 13F DOMINION ENERGY INC COM Stock 25746U109 6,452 -356 -5.23 378 -9.37 0.0139
2025-11-10 2025-09-30 13F DOMINION ENERGY INC COM Stock 25746U109 6,808 235 3.58 416 12.13 0.0165
2025-08-13 2025-06-30 13F DOMINION ENERGY INC COM Stock 25746U109 6,573 -12,534 -65.60 372 -65.36 0.0168
2025-05-13 2025-03-31 13F DOMINION ENERGY INC COM Stock 25746U109 19,107 1,047 5.80 1,071 10.19 0.0588
2025-02-10 2024-12-31 13F DOMINION ENERGY INC COM Stock 25746U109 18,060 -1,014 -5.32 973 -11.80 0.0547
2024-11-08 2024-09-30 13F DOMINION ENERGY INC COM Stock 25746U109 19,074 83 0.44 1,102 8.57 0.0698
2024-08-13 2024-06-30 13F DOMINION ENERGY INC COM Stock 25746U109 18,991 8,974 89.59 1,015 99.02 0.0674
2024-06-11 2024-03-31 13F/A-1 DOMINION ENERGY INC COM Stock 25746U109 10,017 7,047 237.27 511 266.91 0.0401
2024-05-13 2024-03-31 13F DOMINION ENERGY INC COM Stock 25746U109 2,970 0 140 0.0128
2024-02-09 2023-12-31 13F DOMINION ENERGY INC COM Stock 25746U109 2,970 975 48.87 140 56.18 0.0128
2023-11-03 2023-09-30 13F DOMINION ENERGY INC COM Stock 25746U109 1,995 203 11.33 89 -3.26 0.0094
2023-08-04 2023-06-30 13F DOMINION ENERGY INC COM Stock 25746U109 1,792 479 36.48 93 26.03 0.0102
2023-05-11 2023-03-31 13F DOMINION ENERGY INC COM Stock 25746U109 1,313 -766 -36.84 73 -42.52 0.0091
2023-02-09 2022-12-31 13F DOMINION ENERGY INC COM Stock 25746U109 2,079 903 76.79 127 56.79 0.0193
2022-11-07 2022-09-30 13F DOMINION ENERGY INC COM Stock 25746U109 1,176 451 62.21 81 37.29 0.0185
2022-08-01 2022-06-30 13F DOMINION ENERGY INC COM Stock 25746U109 725 83 12.93 59 7.27 0.0152
2022-05-25 2022-03-31 13F DOMINION ENERGY INC COM Stock 25746U109 642 -117 -15.42 55 -6.78 0.0139
2022-02-17 2021-12-31 13F/A-1 DOMINION ENERGY INC COM Stock 25746U109 759 759 59 0.0165
2022-02-07 2021-12-31 13F DOMINION ENERGY INC COM Stock 25746U109 759 759 60 0.0168
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.