Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionAllworth Financial LP
Latest Disclosed Ownership39,864 shares
Latest Disclosed Value $ 2,464,385
Allworth Financial LP reports 35.21% increase in ownership of D / Dominion Energy, Inc.

On May 14, 2026 - Allworth Financial LP filed a 13F-HR form disclosing ownership of 39,864 shares of Dominion Energy, Inc. (US:D) valued at $2,464,392 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 29,484 shares of Dominion Energy, Inc.. This represents a change in shares of 35.21% during the quarter. The current value of the position is $2,609,497 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)
2026-05-14 2026-03-31 13F DOMINION ENERGY COM 25746U109 39,864 10,380 35.21 2,464 42.68 0.0100
2026-02-05 2025-12-31 13F DOMINION ENERGY COM 25746U109 29,484 -1,939 -6.17 1,727 -10.15 0.0071
2025-12-02 2025-09-30 13F DOMINION ENERGY COM 25746U109 31,423 2,807 9.81 1,922 18.86 0.0085
2025-08-07 2025-06-30 13F DOMINION ENERGY COM 25746U109 28,616 7,078 32.86 1,617 40.73 0.0077
2025-04-30 2025-03-31 13F DOMINION ENERGY COM 25746U109 21,538 309 1.46 1,149 2.32 0.0065
2025-01-30 2024-12-31 13F DOMINION ENERGY COM 25746U109 21,229 2,226 11.71 1,124 2.28 0.0062
2024-10-23 2024-09-30 13F DOMINION ENERGY COM 25746U109 19,003 1,041 5.80 1,098 18.96 0.0067
2024-07-24 2024-06-30 13F DOMINION ENERGY COM 25746U109 17,962 5,493 44.05 923 50.57 0.0060
2024-04-25 2024-03-31 13F DOMINION ENERGY COM 25746U109 12,469 -855 -6.42 613 -2.08 0.0043
2024-01-24 2023-12-31 13F DOMINION ENERGY COM 25746U109 13,324 4,957 59.24 626 67.83 0.0048
2023-10-31 2023-09-30 13F DOMINION ENERGY COM 25746U109 8,367 354 4.42 374 -9.90 0.0032
2023-07-18 2023-06-30 13F DOMINION ENERGY COM 25746U109 8,013 -5,889 -42.36 415 -46.72 0.0035
2023-04-18 2023-03-31 13F DOMINION ENERGY COM 25746U109 13,902 1,842 15.27 777 5.14 0.0078
2023-01-13 2022-12-31 13F DOMINION ENERGY COM 25746U109 12,060 4,462 58.73 740 40.76 0.0082
2022-11-14 2022-09-30 13F/A-1 DOMINION ENERGY COM 25746U109 7,598 -166 -2.14 525 -15.32 0.0066
2022-10-18 2022-09-30 13F DOMINION ENERGY COM 25746U109 7,598 -166 525 0.0066
2022-07-13 2022-06-30 13F DOMINION ENERGY COM 25746U109 7,764 2,360 43.67 620 35.08 0.0085
2022-04-22 2022-03-31 13F DOMINION ENERGY COM 25746U109 5,404 425 8.54 459 17.39 0.0059
2022-01-21 2021-12-31 13F DOMINION ENERGY COM 25746U109 4,979 -249 -4.76 391 2.36 0.0055
2021-11-02 2021-09-30 13F DOMINION ENERGY COM 25746U109 5,228 3,357 179.42 382 176.81 0.0064
2021-08-02 2021-06-30 13F DOMINION ENERGY COM 25746U109 1,871 2 0.11 138 -2.82 0.0026
2021-04-29 2021-03-31 13F DOMINION ENERGY COM 25746U109 1,869 -75 -3.86 142 -2.74 0.0029
2021-01-26 2020-12-31 13F DOMINION ENERGY COM 25746U109 1,944 2 0.10 146 -4.58 0.0038
2020-11-03 2020-09-30 13F DOMINION ENERGY COM 25746U109 1,942 -149 -7.13 153 -10.00 0.0046
2020-07-24 2020-06-30 13F DOMINION ENERGY COM 25746U109 2,091 123 6.25 170 19.72 0.0052
2020-04-17 2020-03-31 13F DOMINION ENERGY COM 25746U109 1,968 -209 -9.60 142 -21.11 0.0047
2020-01-16 2019-12-31 13F DOMINION ENERGY COM 25746U109 2,177 43 2.01 180 4.05 0.0063
2019-10-09 2019-09-30 13F DOMINION ENERGY COM 25746U109 2,134 0 0.00 173 4.85 0.0066
2019-07-25 2019-06-30 13F DOMINION ENERGY COM 25746U109 2,134 0 0.00 165 0.61 0.0064
2019-05-07 2019-03-31 13F DOMINION ENERGY COM 25746U109 2,134 441 26.05 164 35.54 0.0071
2019-02-11 2018-12-31 13F DOMINION ENERGY COM 25746U109 1,693 -47 -2.70 121 -0.82 0.0060
2018-10-29 2018-09-30 13F DOMINION ENERGY COM 25746U109 1,740 322 22.71 122 25.77 0.0055
2018-08-08 2018-06-30 13F DOMINION ENERGY COM 25746U109 1,418 -1 -0.07 97 1.04 0.0046
2018-05-01 2018-03-31 13F DOMINION ENERGY COM 25746U109 1,419 99 7.50 96 -10.28 0.0074
2018-02-21 2017-12-31 13F DOMINION ENERGY COM 25746U109 1,320 2 0.15 107 5.94 0.0083
2017-10-12 2017-09-30 13F DOMINION ENERGY COM 25746U109 1,318 0 0.00 101 0.00 0.0083
2017-08-07 2017-06-30 13F DOMINION ENERGY COM 25746U109 1,318 -12 -0.90 101 -1.94 0.0089
2017-05-09 2017-03-31 13F DOMINION RES INC VA COM 25746U109 1,330 -138 -9.40 103 -8.04 0.0097
2017-02-02 2016-12-31 13F DOMINION RES INC VA COM 25746U109 1,468 150 11.38 112 14.29 0.0113
2017-02-07 2016-09-30 13F DOMINION RES INC VA COM 25746U109 1,318 -221 -14.36 98 -18.33 0.0103
2016-08-22 2016-06-30 13F DOMINION RES INC VA COM 25746U109 1,539 2 0.13 120 4.35 0.0134
2016-05-16 2016-03-31 13F DOMINION RES INC VA COM 25746U109 1,537 2 0.13 115 10.58 0.0144
2016-02-16 2015-12-31 13F DOMINION RES INC VA COM 25746U109 1,535 3 0.20 104 -3.70 0.0188
2015-10-30 2015-09-30 13F DOMINION RES INC VA COM 25746U109 1,532 2 0.13 108 5.88 0.0384
2015-08-06 2015-06-30 13F DOMINION RES INC VA COM 25746U109 1,530 2 0.13 102 -5.56 0.0364
2015-06-01 2015-03-31 13F DOMINION RES INC VA COM 25746U109 1,528 1,528 0.00 108 0.0402
2015-03-09 2014-09-30 13F/A-1 DOMINION RESOURCES INC COM Common Stock 25746U109 0 -1,522 -100.00 0 -100.00
2015-03-09 2014-06-30 13F/A-1 DOMINION RESOURCES INC COM Common Stock 25746U109 1,522 1,522 109 0.0492
2014-07-07 2014-06-30 13F DOMINION RESOURCES INC COM Common Stock 25746U109 1,522 1,522 109 0.0490
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.