Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionLarson Financial Group LLC
Latest Disclosed Ownership3,157 shares
Latest Disclosed Value $ 195,156
Larson Financial Group LLC reports 4.79% decrease in ownership of D / Dominion Energy, Inc.

On May 15, 2026 - Larson Financial Group LLC filed a 13F-HR form disclosing ownership of 3,157 shares of Dominion Energy, Inc. (US:D) valued at $195,166 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,316 shares of Dominion Energy, Inc.. This represents a change in shares of -4.79% during the quarter. The current value of the position is $206,657 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-15 2026-03-31 13F DOMINION ENERGY COM 25746U109 3,157 -159 -4.79 195 0.52 0.0059
2026-02-06 2025-12-31 13F DOMINION ENERGY COM 25746U109 3,316 558 20.23 194 15.48 0.0065
2025-11-14 2025-09-30 13F DOMINION ENERGY COM 25746U109 2,758 -1,988 -41.89 169 -37.31 0.0059
2025-08-08 2025-06-30 13F DOMINION ENERGY COM 25746U109 4,746 3,161 199.43 268 204.55 0.0107
2025-05-02 2025-03-31 13F DOMINION ENERGY COM 25746U109 1,585 929 141.62 89 151.43 0.0042
2025-02-07 2024-12-31 13F DOMINION ENERGY COM 25746U109 656 48 7.89 35 0.00 0.0018
2024-11-12 2024-09-30 13F DOMINION ENERGY COM 25746U109 608 449 282.39 35 400.00 0.0020
2024-08-02 2024-06-30 13F DOMINION ENERGY COM 25746U109 159 86 117.81 8 133.33 0.0005
2024-05-03 2024-03-31 13F DOMINION ENERGY COM 25746U109 73 -1,199 -94.26 4 -94.92 0.0003
2024-02-01 2023-12-31 13F DOMINION ENERGY COM 25746U109 1,272 0 0.00 60 5.36 0.0052
2023-11-03 2023-09-30 13F DOMINION ENERGY COM 25746U109 1,272 950 295.03 57 250.00 0.0056
2023-08-03 2023-06-30 13F DOMINION ENERGY COM 25746U109 322 -182 -36.11 17 -42.86 0.0017
2023-05-04 2023-03-31 13F DOMINION ENERGY COM 25746U109 504 -785 -60.90 28 -64.56 0.0031
2023-02-03 2022-12-31 13F DOMINION ENERGY COM 25746U109 1,289 182 16.44 79 2.60 0.0095
2022-11-03 2022-09-30 13F DOMINION ENERGY COM 25746U109 1,107 250 29.17 77 13.24 0.0110
2022-08-04 2022-06-30 13F DOMINION ENERGY COM 25746U109 857 -179 -17.28 68 -22.73 0.0118
2022-05-05 2022-03-31 13F DOMINION ENERGY COM 25746U109 1,036 -171 -14.17 88 -7.37 0.0141
2022-02-03 2021-12-31 13F DOMINION ENERGY COM 25746U109 1,207 51 4.41 95 13.10 0.0151
2021-11-04 2021-09-30 13F DOMINION ENERGY COM 25746U109 1,156 -128 -9.97 84 -10.64 0.0167
2021-08-10 2021-06-30 13F DOMINION ENERGY COM 25746U109 1,284 128 11.07 94 6.82 0.0218
2021-05-06 2021-03-31 13F/A-1 DOMINION ENERGY COM 25746U109 1,156 785 211.59 88 214.29 0.0259
2021-04-08 2021-03-31 13F DOMINION ENERGY COM 25746U109 371 0 28 0.0095
2021-01-14 2020-12-31 13F DOMINION ENERGY COM 25746U109 371 0 0.00 28 -3.45 0.0095
2020-10-08 2020-09-30 13F DOMINION ENERGY COM 25746U109 371 -10 -2.62 29 -6.45 0.0119
2020-07-10 2020-06-30 13F DOMINION ENERGY COM 25746U109 381 200 110.50 31 138.46 0.0147
2020-04-09 2020-03-31 13F DOMINION ENERGY COM 25746U109 181 10 5.85 13 -7.14 0.0081
2020-01-10 2019-12-31 13F DOMINION ENERGY COM 25746U109 171 0 0.00 14 0.00 0.0081
2019-10-11 2019-09-30 13F DOMINION ENERGY COM 25746U109 171 0 0.00 14 7.69 0.0091
2019-07-16 2019-06-30 13F DOMINION ENERGY COM 25746U109 171 0 0.00 13 0.00 0.0097
2019-04-05 2019-03-31 13F/A-1 DOMINION ENERGY COM 25746U109 171 0 0.00 13 8.33 0.0103
2019-04-04 2019-03-31 13F DOMINION ENERGY COM 25746U109 171 0 12 0.0111
2019-02-07 2018-12-31 13F DOMINION ENERGY COM 25746U109 171 171 12 0.0111
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.