Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionGreenleaf Trust
Latest Disclosed Ownership13,328 shares
Latest Disclosed Value $ 823,937
Greenleaf Trust reports 2.71% decrease in ownership of D / Dominion Energy, Inc.

On April 27, 2026 - Greenleaf Trust filed a 13F-HR form disclosing ownership of 13,328 shares of Dominion Energy, Inc. (US:D) valued at $823,937 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 13,699 shares of Dominion Energy, Inc.. This represents a change in shares of -2.71% during the quarter. The current value of the position is $872,451 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)
2026-04-27 2026-03-31 13F Dominion Resources Com 25746U109 13,328 -371 -2.71 824 2.62 0.0045
2026-01-21 2025-12-31 13F Dominion Resources Com 25746U109 13,699 -55 -0.40 803 -4.64 0.0041
2025-10-22 2025-09-30 13F Dominion Resources Com 25746U109 13,754 -1,287 -8.56 841 -1.06 0.0076
2025-07-17 2025-06-30 13F Dominion Resources Com 25746U109 15,041 -771 -4.88 850 -4.06 0.0075
2025-04-30 2025-03-31 13F Dominion Resources Com 25746U109 15,812 -685 -4.15 887 -0.23 0.0081
2025-01-24 2024-12-31 13F Dominion Resources COM 25746U109 16,497 349 2.16 889 -4.82 0.0081
2024-10-22 2024-09-30 13F Dominion Resources COM 25746U109 16,148 -284 -1.73 933 15.90 0.0083
2024-07-22 2024-06-30 13F Dominion Resources COM 25746U109 16,432 -82 -0.50 805 -0.86 0.0076
2024-04-29 2024-03-31 13F Dominion Resources COM 25746U109 16,514 3,469 26.59 812 32.46 0.0075
2024-01-31 2023-12-31 13F Dominion Resources COM 25746U109 13,045 -3,390 -20.63 613 -16.49 0.0066
2023-11-09 2023-09-30 13F Dominion Resources COM 25746U109 16,435 2,479 17.76 734 1.66 0.0085
2023-08-09 2023-06-30 13F Dominion Resources COM 25746U109 13,956 -402 -2.80 723 -9.98 0.0077
2023-05-11 2023-03-31 13F Dominion Resources COM 25746U109 14,358 1,860 14.88 803 0.0091
2023-01-25 2022-12-31 13F Dominion Resources COM 25746U109 12,498 1,266 11.27 1 -100.00 0.0097
2022-11-10 2022-09-30 13F Dominion Resources COM 25746U109 11,232 590 5.54 776 -8.60 0.0115
2022-08-12 2022-06-30 13F Dominion Resources COM 25746U109 10,642 1,642 18.24 849 10.98 0.0128
2022-04-27 2022-03-31 13F Dominion Resources COM 25746U109 9,000 2,615 40.96 765 52.39 0.0091
2022-02-11 2021-12-31 13F Dominion Resources COM 25746U109 6,385 -1,577 -19.81 502 -13.60 0.0059
2021-11-12 2021-09-30 13F Dominion Resources COM 25746U109 7,962 -555 -6.52 581 -7.34 0.0071
2021-08-10 2021-06-30 13F Dominion Resources COM 25746U109 8,517 831 10.81 627 7.36 0.0078
2021-04-30 2021-03-31 13F Dominion Resources COM 25746U109 7,686 -1,163 -13.14 584 -12.18 0.0077
2021-02-08 2020-12-31 13F Dominion Resources COM 25746U109 8,849 -540 -5.75 665 -10.26 0.0088
2020-10-30 2020-09-30 13F Dominion Resources COM 25746U109 9,389 315 3.47 741 0.54 0.0115
2020-08-12 2020-06-30 13F Dominion Resources COM 25746U109 9,074 -2,347 -20.55 737 -10.56 0.0129
2020-04-29 2020-03-31 13F Dominion Resources COM 25746U109 11,421 3,552 45.14 824 26.38 0.0164
2020-02-11 2019-12-31 13F Dominion Resources COM 25746U109 7,869 169 2.19 652 4.49 0.0102
2019-11-08 2019-09-30 13F Dominion Resources COM 25746U109 7,700 384 5.25 624 10.25 0.0097
2019-07-24 2019-06-30 13F Dominion Resources COM 25746U109 7,316 607 9.05 566 10.12 0.0090
2019-05-08 2019-03-31 13F Dominion Resources COM 25746U109 6,709 221 3.41 514 10.78 0.0085
2019-02-07 2018-12-31 13F Dominion Resources COM 25746U109 6,488 934 16.82 464 18.97 0.0092
2018-10-29 2018-09-30 13F Dominion Resources COM 25746U109 5,554 550 10.99 390 14.37 0.0071
2018-08-07 2018-06-30 13F Dominion Resources COM 25746U109 5,004 664 15.30 341 16.38 0.0065
2018-04-30 2018-03-31 13F Dominion Resources COM 25746U109 4,340 -1,170 -21.23 293 -34.45 0.0058
2018-02-08 2017-12-31 13F Dominion Resources COM 25746U109 5,510 -1,188 -17.74 447 -13.20 0.0091
2017-11-13 2017-09-30 13F Dominion Resources COM 25746U109 6,698 4,031 151.14 515 152.45 0.0113
2017-07-24 2017-06-30 13F Dominion Resources COM 25746U109 2,667 -1,021 -27.68 204 -28.67 0.0047
2017-04-28 2017-03-31 13F Dominion Resources COM 25746U109 3,688 3,688 286 0.0069
2016-04-28 2016-03-31 13F Dominion Resources COM 25746U109 0 0 0 0.0000
2016-02-05 2015-12-31 13F Dominion Resources COM 25746U109 0 0 0 0.0000
2015-08-12 2015-06-30 13F Dominion Resources COM 25746U109 0 -2,839 -100.00 0 -100.00
2015-04-20 2015-03-31 13F Dominion Resources COM 25746U109 2,839 2,839 201 0.0060
2015-02-02 2014-12-31 13F Dominion Resources COM 25746U109 0 -3,140 -100.00 0 -100.00
2014-10-20 2014-09-30 13F Dominion Resources COM 25746U109 3,140 -629 -16.69 217 -19.63 0.0072
2014-08-12 2014-06-30 13F Dominion Resources COM 25746U109 3,769 0 0.00 270 0.75 0.0086
2014-05-13 2014-03-31 13F Dominion Resources COM 25746U109 3,769 167 4.64 268 15.02 0.0086
2014-02-12 2013-12-31 13F Dominion Resources COM 25746U109 3,602 163 4.74 233 8.37 0.0080
2013-10-30 2013-09-30 13F Dominion Resources COM 25746U109 3,439 3,439 215 0.0081
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.