Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionExcalibur Management Corp
Latest Disclosed Ownership16,030 shares
Latest Disclosed Value $ 991,005
Excalibur Management Corp reports 4.42% increase in ownership of D / Dominion Energy, Inc.

On May 5, 2026 - Excalibur Management Corp filed a 13F-HR form disclosing ownership of 16,030 shares of Dominion Energy, Inc. (US:D) valued at $990,975 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 15,352 shares of Dominion Energy, Inc.. This represents a change in shares of 4.42% during the quarter. The current value of the position is $1,049,324 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 16,030 678 4.42 991 10.23 0.3559
2026-02-10 2025-12-31 13F DOMINION ENERGY COM 25746U109 15,352 978 6.80 900 2.28 0.3243
2025-11-10 2025-09-30 13F DOMINION ENERGY COM 25746U109 14,374 4 0.03 879 8.25 0.3190
2025-08-06 2025-06-30 13F DOMINION ENERGY COM 25746U109 14,370 -282 -1.92 812 -1.10 0.3047
2025-05-08 2025-03-31 13F DOMINION ENERGY COM 25746U109 14,652 -212 -1.43 822 2.63 0.3230
2025-02-12 2024-12-31 13F DOMINION ENERGY COM 25746U109 14,864 2 0.01 801 -6.76 0.3180
2024-11-14 2024-09-30 13F DOMINION ENERGY COM 25746U109 14,862 -74 -0.50 859 17.37 0.3275
2024-08-09 2024-06-30 13F DOMINION ENERGY COM 25746U109 14,936 458 3.16 732 2.67 0.2985
2024-05-13 2024-03-31 13F DOMINION ENERGY COM 25746U109 14,478 1,508 11.63 712 16.91 0.3014
2024-02-12 2023-12-31 13F DOMINION ENERGY COM 25746U109 12,970 675 5.49 610 10.93 0.2863
2023-11-13 2023-09-30 13F DOMINION ENERGY COM 25746U109 12,295 1,931 18.63 549 2.43 0.2856
2023-08-08 2023-06-30 13F DOMINION ENERGY COM 25746U109 10,364 453 4.57 537 -3.25 0.2734
2023-05-08 2023-03-31 13F DOMINION ENERGY COM 25746U109 9,911 185 1.90 554 -7.05 0.2873
2023-02-10 2022-12-31 13F DOMINION ENERGY COM 25746U109 9,726 -889 -8.37 596 -18.80 0.3118
2022-11-04 2022-09-30 13F DOMINION ENERGY INC COM Stock 25746U109 10,615 -965 -8.33 734 -20.56 0.4109
2022-07-25 2022-06-30 13F DOMINION ENERGY INC COM Stock 25746U109 11,580 -3,270 -22.02 924 -26.78 0.4808
2022-05-03 2022-03-31 13F DOMINION ENERGY INC COM Stock 25746U109 14,850 -1,860 -11.13 1,262 -3.88 0.5469
2022-02-10 2021-12-31 13F DOMINION ENERGY INC COM Stock 25746U109 16,710 540 3.34 1,313 11.18 0.5299
2021-10-28 2021-09-30 13F DOMINION ENERGY INC COM Stock 25746U109 16,170 312 1.97 1,181 1.20 0.5174
2021-07-26 2021-06-30 13F DOMINION ENERGY INC COM Stock 25746U109 15,858 0 0.00 1,167 -3.15 0.5285
2021-05-03 2021-03-31 13F DOMINION ENERGY INC COM Stock 25746U109 15,858 2,530 18.98 1,205 20.26 0.5942
2021-01-26 2020-12-31 13F DOMINION ENERGY INC COM Stock 25746U109 13,328 1,710 14.72 1,002 9.27 0.5382
2020-11-02 2020-09-30 13F DOMINION ENERGY INC COM Stock 25746U109 11,618 -843 -6.77 917 -9.39 0.5557
2020-08-14 2020-06-30 13F DOMINION ENERGY INC COM Stock 25746U109 12,461 1,924 18.26 1,012 32.98 0.6739
2020-05-15 2020-03-31 13F DOMINION ENERGY INC COM Stock 25746U109 10,537 7,333 228.87 761 187.17 0.5873
2020-02-04 2019-12-31 13F DOMINION ENERGY COM 25746U109 3,204 3,204 265 0.1732
2019-04-24 2019-03-31 13F DOMINION RESOURCES COM 25746U109 0 -4,450 -100.00 0 -100.00
2019-01-28 2018-12-31 13F DOMINION RESOURCES COM 25746U109 4,450 0 0.00 318 1.60 0.3213
2018-10-25 2018-09-30 13F DOMINION RESOURCES COM 25746U109 4,450 -500 -10.10 313 -7.12 0.2673
2018-07-26 2018-06-30 13F DOMINION RESOURCES COM 25746U109 4,950 0 0.00 337 0.90 0.2683
2018-04-23 2018-03-31 13F DOMINION RESOURCES COM 25746U109 4,950 0 0.00 334 -16.71 0.2715
2018-01-22 2017-12-31 13F DOMINION RESOURCES COM 25746U109 4,950 0 0.00 401 5.25 0.3367
2017-10-25 2017-09-30 13F DOMINION RESOURCES COM 25746U109 4,950 0 0.00 381 0.53 0.3237
2017-07-24 2017-06-30 13F DOMINION RESOURCES COM 25746U109 4,950 0 0.00 379 -1.30 0.3396
2017-04-25 2017-03-31 13F DOMINION RESOURCES COM 25746U109 4,950 0 0.00 384 1.32 0.3418
2017-01-25 2016-12-31 13F DOMINION RESOURCES COM 25746U109 4,950 1,750 54.69 379 59.24 0.3451
2016-10-25 2016-09-30 13F DOMINION RESOURCES COM 25746U109 3,200 0 0.00 238 -4.42 0.2258
2016-07-25 2016-06-30 13F DOMINION RESOURCES COM 25746U109 3,200 0 0.00 249 3.75 0.2141
2016-04-25 2016-03-31 13F DOMINION RESOURCES COM 25746U109 3,200 0 0.00 240 11.11 0.2150
2016-01-26 2015-12-31 13F DOMINION RESOURCES COM 25746U109 3,200 0 0.00 216 -4.00 0.2009
2015-10-23 2015-09-30 13F DOMINION RESOURCES COM 25746U109 3,200 0 0.00 225 5.14 0.2250
2015-07-24 2015-06-30 13F DOMINION RESOURCES COM 25746U109 3,200 0 0.00 214 -5.73 0.2002
2015-04-29 2015-03-31 13F DOMINION RESOURCES COM 25746U109 3,200 3,200 0.00 227 0.2196
2015-01-26 2014-12-31 13F DOMINION RESOURCES COM 25746U109 0 -7,400 -100.00 0 -100.00
2014-10-23 2014-09-30 13F DOMINION RESOURCES COM 25746U109 7,400 0 0.00 511 -3.40 0.5254
2014-07-23 2014-06-30 13F DOMINION RESOURCES COM 25746U109 7,400 0 0.00 529 0.76 0.5522
2014-04-24 2014-03-31 13F DOMINION RESOURCES COM 25746U109 7,400 0 0.00 525 9.60 0.5752
2014-01-31 2013-12-31 13F DOMINION RESOURCES COM 25746U109 7,400 0 0.00 479 3.68 0.5225
2013-11-04 2013-09-30 13F DOMINION RESOURCES COM 25746U109 7,400 0 0.00 462 10.00 0.5424
2013-08-09 2013-06-30 13F DOMINION RESOURCES COM 25746U109 7,400 7,400 420 0.5212
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.