Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionKeystone Financial Group
Latest Disclosed Ownership19,203 shares
Latest Disclosed Value $ 1,187,985
Keystone Financial Group reports 4.85% increase in ownership of D / Dominion Energy, Inc.

On May 13, 2026 - Keystone Financial Group filed a 13F-HR form disclosing ownership of 19,203 shares of Dominion Energy, Inc. (US:D) valued at $1,187,129 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 18,315 shares of Dominion Energy, Inc.. This represents a change in shares of 4.85% during the quarter. The current value of the position is $1,257,028 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)
2026-05-13 2026-03-31 13F DOMINION ENERGY Equtities 25746U109 19,203 888 4.85 1,188 10.62 0.0813
2026-02-06 2025-12-31 13F DOMINION ENERGY Equities 25746U109 18,315 1,108 6.44 1,073 2.00 0.0794
2025-11-17 2025-09-30 13F/A-1 DOMINION ENERGY Common Stock 25746U109 17,207 104 0.61 1,052 8.68 0.0804
2025-11-14 2025-09-30 13F DOMINION ENERGY Common Stock 25746U109 17,103 0 968 0.0770
2025-08-13 2025-06-30 13F DOMINION ENERGY Common Stock 25746U109 17,103 199 1.18 968 2.22 0.0874
2025-05-13 2025-03-31 13F DOMINION ENERGY Common Stock 25746U109 16,904 4,170 32.75 947 38.05 0.0963
2025-02-13 2024-12-31 13F DOMINION ENERGY Common Stock 25746U109 12,734 366 2.96 687 -3.92 0.0675
2025-02-19 2024-09-30 13F/A-3 DOMINION ENERGY Common Stock 25746U109 12,368 93 0.76 715 18.80 0.0915
2025-02-18 2024-09-30 13F/A-2 DOMINION ENERGY Common Stock 25746U109 9,940 -2,335 713 0.0928
2024-11-12 2024-09-30 13F DOMINION ENERGY Common Stock 25746U109 12,368 93 715 0.2360
2024-07-31 2024-06-30 13F DOMINION ENERGY Common Stock 25746U109 12,275 85 0.70 601 0.33 0.2154
2024-05-08 2024-03-31 13F DOMINION ENERGY Common Stock 25746U109 12,190 2,283 23.04 600 28.82 0.0874
2024-02-14 2023-12-31 13F/A-1 DOMINION ENERGY Common Stock 25746U109 9,907 -1,205 -10.84 466 -6.25 0.0810
2024-02-09 2023-12-31 13F DOMINION ENERGY Common Stock 25746U109 9,907 -1,205 466 0.0810
2023-11-06 2023-09-30 13F DOMINION ENERGY Common Stock 25746U109 11,112 1,465 15.19 496 -0.60 0.0831
2023-08-07 2023-06-30 13F DOMINION ENERGY Common Stock 25746U109 9,647 2,088 27.62 500 7.78 0.0850
2023-02-07 2022-12-31 13F DOMINION ENERGY Common Stock 25746U109 7,559 1,345 21.64 464 7.93 0.0915
2022-11-10 2022-09-30 13F DOMINION ENERGY Common Stock 25746U109 6,214 521 9.15 429 -5.51 0.0870
2022-08-05 2022-06-30 13F DOMINION ENERGY Common Stock 25746U109 5,693 -54 -0.94 454 -6.97 0.0900
2022-05-13 2022-03-31 13F DOMINION ENERGY Common Stock 25746U109 5,747 38 0.67 488 8.93 0.0829
2022-02-11 2021-12-31 13F DOMINION ENERGY Common Stock 25746U109 5,709 -13 -0.23 448 7.18 0.0735
2021-11-12 2021-09-30 13F DOMINION ENERGY Common Stock 25746U109 5,722 -53 -0.92 418 -1.65 0.0756
2021-08-13 2021-06-30 13F DOMINION ENERGY Common Stock 25746U109 5,775 -546 -8.64 425 -11.46 0.0770
2021-05-11 2021-03-31 13F DOMINION ENERGY Common Stock 25746U109 6,321 -193 -2.96 480 -2.04 0.0935
2021-02-10 2020-12-31 13F DOMINION ENERGY Common Stock 25746U109 6,514 -242 -3.58 490 -8.07 0.1019
2020-11-13 2020-09-30 13F DOMINION ENERGY Common Stock 25746U109 6,756 -578 -7.88 533 -10.42 0.1308
2020-08-13 2020-06-30 13F DOMINION ENERGY Common Stock 25746U109 7,334 -223 -2.95 595 8.97 0.1617
2020-05-05 2020-03-31 13F/A-1 DOMINION ENERGY Common Stock 25746U109 7,557 1,477 24.29 546 8.33 0.1809
2020-05-05 2020-03-31 13F DOMINION ENERGY Common Stock 25746U109 6,080 0 504 135,400.8833
2020-02-06 2019-12-31 13F DOMINION ENERGY Common Stock 25746U109 6,080 -322 -5.03 504 -2.89 0.1354
2019-11-07 2019-09-30 13F DOMINION ENERGY Common Stock 25746U109 6,402 -124 -1.90 519 2.77 0.1596
2019-08-07 2019-06-30 13F DOMINION ENERGY Common Stock 25746U109 6,526 56 0.87 505 1.81 0.1643
2019-05-07 2019-03-31 13F DOMINION ENERGY Common Stock 25746U109 6,470 6,470 496 0.1764
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.