Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionFirst Bank & Trust
Latest Disclosed Ownership4,532 shares
Latest Disclosed Value $ 280,168
First Bank & Trust reports 16.37% decrease in ownership of D / Dominion Energy, Inc.

On April 10, 2026 - First Bank & Trust filed a 13F-HR form disclosing ownership of 4,532 shares of Dominion Energy, Inc. (US:D) valued at $280,168 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 5,419 shares of Dominion Energy, Inc.. This represents a change in shares of -16.37% during the quarter. The current value of the position is $296,665 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)
2026-04-10 2026-03-31 13F Dominion Resources Equities 25746U109 4,532 -887 -16.37 280 -11.67 0.0347
2026-01-12 2025-12-31 13F Dominion Resources Equities 25746U109 5,419 -33 -0.61 317 -4.80 0.0517
2025-10-10 2025-09-30 13F Dominion Resources Equities 25746U109 5,452 -3,009 -35.56 333 -30.33 0.0561
2025-07-09 2025-06-30 13F Dominion Resources Equities 25746U109 8,461 -6,211 -42.33 478 -41.85 0.0853
2025-04-28 2025-03-31 13F Dominion Resources Equities 25746U109 14,672 -14,382 -49.50 823 -47.44 0.1592
2025-02-03 2024-12-31 13F Dominion Resources Equities 25746U109 29,054 -21,014 -41.97 1,565 -45.94 0.3004
2024-10-24 2024-09-30 13F Dominion Resources Equities 25746U109 50,068 -3,038 -5.72 2,893 11.18 0.5489
2024-07-09 2024-06-30 13F Dominion Resources Equities 25746U109 53,106 1,593 3.09 2,602 2.72 0.5300
2024-04-17 2024-03-31 13F Dominion Resources Equities 25746U109 51,513 11,686 29.34 2,534 35.38 0.5238
2024-01-12 2023-12-31 13F Dominion Resources Equities 25746U109 39,827 1,570 4.10 1,872 9.54 0.4519
2023-10-11 2023-09-30 13F Dominion Resources Equities 25746U109 38,257 13,849 56.74 1,709 35.13 0.4475
2023-07-12 2023-06-30 13F Dominion Resources Equities 25746U109 24,408 -13,501 -35.61 1,264 -40.35 0.3203
2023-04-25 2023-03-31 13F Dominion Resources Equities 25746U109 37,909 6,674 21.37 2,119 211,800.00 0.5605
2023-01-27 2022-12-31 13F Dominion Resources Equities 25746U109 31,235 -1,670 -5.08 2 -99.96 0.5321
2022-10-28 2022-09-30 13F Dominion Resources Equities 25746U109 32,905 2,764 9.17 2,274 -5.49 0.8351
2022-07-22 2022-06-30 13F DOMINION RESOURCES COM COMMON STOCK 25746U109 30,141 28,074 1,358.20 2,406 1,267.05 0.7828
2022-04-29 2022-03-31 13F DOMINION RESOURCES COM COMMON STOCK 25746U109 2,067 -21,710 -91.31 176 -90.58 0.0392
2022-04-29 2022-03-31 13F DOMINION RESOURCES COM COMMON STOCK 25746U109 28,382 2,412
2022-02-01 2021-12-31 13F DOMINION RESOURCES COM COMMON STOCK 25746U109 23,777 2,635 12.46 1,868 20.98 0.7857
2021-10-18 2021-09-30 13F DOMINION RESOURCES COM COMMON STOCK 25746U109 21,142 1,323 6.68 1,544 5.90 0.7053
2021-08-10 2021-06-30 13F DOMINION RESOURCES COM COMMON STOCK 25746U109 19,819 -219 -1.09 1,458 -4.20 0.7036
2021-04-14 2021-03-31 13F DOMINION RESOURCES COM COMMON STOCK 25746U109 20,038 132 0.66 1,522 1.67 0.7661
2021-01-27 2020-12-31 13F DOMINION RESOURCES COM COMMON STOCK 25746U109 19,906 -10,597 -34.74 1,497 -37.81 0.9477
2020-10-26 2020-09-30 13F DOMINION RESOURCES COM COMMON STOCK 25746U109 30,503 -816 -2.61 2,407 -5.31 1.5985
2020-08-05 2020-06-30 13F DOMINION RESOURCES COM COMMON STOCK 25746U109 31,319 1,401 4.68 2,542 17.69 1.9127
2020-04-14 2020-03-31 13F DOMINION RESOURCES COM COMMON STOCK 25746U109 29,918 1,516 5.34 2,160 -8.16 1.9445
2020-01-31 2019-12-31 13F DOMINION RESOURCES COM COMMON STOCK 25746U109 28,402 -270 -0.94 2,352 1.20 1.7123
2019-10-17 2019-09-30 13F DOMINION RESOURCES COM COMMON STOCK 25746U109 28,672 244 0.86 2,324 5.78 1.7523
2019-07-26 2019-06-30 13F DOMINION RESOURCES COM COMMON STOCK 25746U109 28,428 1,994 7.54 2,197 8.39 1.7516
2019-04-15 2019-03-31 13F DOMINION RESOURCES COM COMMON STOCK 25746U109 26,434 297 1.14 2,027 8.57 1.5807
2019-01-28 2018-12-31 13F DOMINION RESOURCES COM COMMON STOCK 25746U109 26,137 792 3.12 1,867 4.07 1.5848
2018-10-10 2018-09-30 13F DOMINION RESOURCES COM COMMON STOCK 25746U109 25,345 -451 -1.75 1,794 1.99 1.3498
2018-07-31 2018-06-30 13F DOMINION RESOURCES COM COMMON STOCK 25746U109 25,796 -1,938 -6.99 1,759 -5.94 1.3498
2018-04-20 2018-03-31 13F DOMINION RESOURCES COM COMMON STOCK 25746U109 27,734 319 1.16 1,870 -15.88 1.5014
2018-01-18 2017-12-31 13F DOMINION RESOURCES COM COMMON STOCK 25746U109 27,415 733 2.75 2,223 8.28 1.7508
2017-10-25 2017-09-30 13F DOMINION RESOURCES COM COMMON STOCK 25746U109 26,682 1,655 6.61 2,053 7.04 1.6734
2017-07-31 2017-06-30 13F DOMINION RESOURCES COM COMMON STOCK 25746U109 25,027 3,323 15.31 1,918 13.96 1.6249
2017-04-27 2017-03-31 13F DOMINION RESOURCES COM COMMON STOCK 25746U109 21,704 7,885 57.06 1,683 58.92 1.4535
2017-01-19 2016-12-31 13F DOMINION RESOURCES COM COMMON STOCK 25746U109 13,819 13,819 1,059 0.9667
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.