Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionFiduciary Group LLC
Latest Disclosed Ownership7,181 shares
Latest Disclosed Value $ 443,929
Fiduciary Group LLC reports 1.40% increase in ownership of D / Dominion Energy, Inc.

On May 11, 2026 - Fiduciary Group LLC filed a 13F-HR form disclosing ownership of 7,181 shares of Dominion Energy, Inc. (US:D) valued at $443,929 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 7,082 shares of Dominion Energy, Inc.. This represents a change in shares of 1.40% during the quarter. The current value of the position is $470,068 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)
2026-05-11 2026-03-31 13F DOMINION ENERGY COM 25746U109 7,181 99 1.40 444 7.00 0.0379
2026-02-12 2025-12-31 13F DOMINION ENERGY COM 25746U109 7,082 -345 -4.65 415 -8.81 0.0349
2025-11-12 2025-09-30 13F DOMINION ENERGY COM 25746U109 7,427 -165 -2.17 454 5.83 0.0399
2025-08-13 2025-06-30 13F DOMINION ENERGY COM 25746U109 7,592 -121 -1.57 429 -0.69 0.0404
2025-04-28 2025-03-31 13F DOMINION ENERGY COM 25746U109 7,713 -572 -6.90 432 -3.14 0.0433
2025-02-11 2024-12-31 13F DOMINION ENERGY COM 25746U109 8,285 -441 -5.05 446 -11.51 0.0448
2024-11-13 2024-09-30 13F DOMINION ENERGY COM 25746U109 8,726 -453 -4.94 504 12.25 0.0511
2024-08-08 2024-06-30 13F DOMINION ENERGY COM 25746U109 9,179 -10 -0.11 450 -0.66 0.0484
2024-05-13 2024-03-31 13F DOMINION ENERGY COM 25746U109 9,189 681 8.00 452 13.28 0.0492
2024-02-05 2023-12-31 13F DOMINION ENERGY COM 25746U109 8,508 -6,331 -42.66 400 -39.73 0.0468
2023-11-13 2023-09-30 13F/A-1 DOMINION ENERGY COM 25746U109 14,839 -4,340 -22.63 663 -33.33 0.0846
2023-11-13 2023-09-30 13F DOMINION ENERGY COM 25746U109 14,839 -4,340 663 0.0846
2023-07-27 2023-06-30 13F DOMINION ENERGY COM 25746U109 19,179 -862 -4.30 993 -11.34 0.1220
2023-05-15 2023-03-31 13F/A-1 DOMINION ENERGY COM 25746U109 20,041 1,233 6.56 1,120 -2.86 0.1457
2023-05-15 2023-03-31 13F DOMINION ENERGY COM 25746U109 19,759 951 1,090 0.1401
2023-02-07 2022-12-31 13F DOMINION ENERGY COM 25746U109 18,808 148 0.79 1,153 -0.95 0.1536
2022-11-14 2022-09-30 13F DOMINION ENERGY COM 25746U109 18,660 5,592 42.79 1,164 8.99 0.1508
2022-08-12 2022-06-30 13F DOMINION ENERGY COM 25746U109 13,068 7,223 123.58 1,068 120.21 0.1334
2022-05-13 2022-03-31 13F DOMINION ENERGY COM 25746U109 5,845 -4 -0.07 485 5.66 0.0640
2022-02-14 2021-12-31 13F DOMINION ENERGY COM 25746U109 5,849 172 3.03 459 5.52 0.0511
2021-10-27 2021-09-30 13F DOMINION ENERGY COM 25746U109 5,677 341 6.39 435 7.94 0.0494
2021-08-05 2021-06-30 13F DOMINION ENERGY COM 25746U109 5,336 -132 -2.41 403 -7.78 0.0466
2021-05-03 2021-03-31 13F DOMINION ENERGY COM 25746U109 5,468 -58,294 -91.42 437 -90.62 0.0532
2021-02-12 2020-12-31 13F DOMINION ENERGY COM 25746U109 63,762 -2,230 -3.38 4,658 -10.58 0.6146
2020-11-12 2020-09-30 13F DOMINION ENERGY COM 25746U109 65,992 1,810 2.82 5,209 -0.02 0.7869
2020-08-14 2020-06-30 13F DOMINION ENERGY COM 25746U109 64,182 2,102 3.39 5,210 16.24 0.8694
2020-05-11 2020-03-31 13F DOMINION ENERGY COM 25746U109 62,080 5,623 9.96 4,482 -4.15 0.8795
2020-02-14 2019-12-31 13F DOMINION ENERGY COM 25746U109 56,457 8,525 17.79 4,676 20.39 0.7457
2019-11-13 2019-09-30 13F DOMINION ENERGY COM 25746U109 47,932 2,080 4.54 3,884 9.56 0.6794
2019-08-05 2019-06-30 13F DOMINION ENERGY COM 25746U109 45,852 2,706 6.27 3,545 7.16 0.6367
2019-05-08 2019-03-31 13F DOMINION ENERGY COM 25746U109 43,146 3,409 8.58 3,308 16.48 0.6158
2019-02-13 2018-12-31 13F DOMINION ENERGY COM 25746U109 39,737 3,663 10.15 2,840 12.03 0.5871
2018-10-18 2018-09-30 13F DOMINION ENERGY COM 25746U109 36,074 237 0.66 2,535 3.77 0.4968
2018-08-02 2018-06-30 13F DOMINION ENERGY COM 25746U109 35,837 3,430 10.58 2,443 11.81 0.5164
2018-05-14 2018-03-31 13F DOMINION ENERGY COM 25746U109 32,407 1,278 4.11 2,185 -13.40 0.4736
2018-02-02 2017-12-31 13F DOMINION ENERGY COM 25746U109 31,129 1,506 5.08 2,523 10.71 0.5386
2017-11-13 2017-09-30 13F DOMINION ENERGY COM 25746U109 29,623 7,614 34.59 2,279 35.09 0.5130
2017-08-11 2017-06-30 13F DOMINION ENERGY COM 25746U109 22,009 4,112 22.98 1,687 21.54 0.3892
2017-05-12 2017-03-31 13F DOMINION RES INC VA COM 25746U109 17,897 5,564 45.11 1,388 46.88 0.3289
2017-02-13 2016-12-31 13F DOMINION RES INC VA COM 25746U109 12,333 4,221 52.03 945 56.98 0.2444
2016-10-25 2016-09-30 13F DOMINION RES INC VA COM 25746U109 8,112 1,769 27.89 602 21.86 0.1631
2016-08-10 2016-06-30 13F DOMINION RES INC VA COM 25746U109 6,343 3,115 96.50 494 104.13 0.1372
2016-05-13 2016-03-31 13F DOMINION RES INC VA COM 25746U109 3,228 21 0.65 242 11.52 0.0701
2016-02-12 2015-12-31 13F DOMINION RES INC VA COM 25746U109 3,207 -1,697 -34.60 217 -37.10 0.0647
2015-11-12 2015-09-30 13F DOMINION RES INC VA COM 25746U109 4,904 4,904 345 0.1148
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.