Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionLowe Brockenbrough & Co Inc
Latest Disclosed Ownership33,747 shares
Latest Disclosed Value $ 2,086,240
Lowe Brockenbrough & Co Inc reports 5.30% increase in ownership of D / Dominion Energy, Inc.

On May 7, 2026 - Lowe Brockenbrough & Co Inc filed a 13F-HR form disclosing ownership of 33,747 shares of Dominion Energy, Inc. (US:D) valued at $2,086,240 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 32,047 shares of Dominion Energy, Inc.. This represents a change in shares of 5.30% during the quarter. The current value of the position is $2,209,079 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)
2026-05-07 2026-03-31 13F DOMINION ENERGY COM 25746U109 33,747 1,700 5.30 2,086 11.13 0.1040
2026-02-11 2025-12-31 13F DOMINION ENERGY COM 25746U109 32,047 2,421 8.17 1,878 3.59 0.0924
2025-11-05 2025-09-30 13F DOMINION ENERGY COM 25746U109 29,626 3,079 11.60 1,812 20.80 0.0932
2025-08-11 2025-06-30 13F DOMINION ENERGY COM 25746U109 26,547 -382 -1.42 1,500 -0.60 0.0844
2025-05-13 2025-03-31 13F DOMINION ENERGY COM 25746U109 26,929 20 0.07 1,510 4.14 0.0994
2025-02-11 2024-12-31 13F DOMINION ENERGY COM 25746U109 26,909 -1,555 -5.46 1,449 -11.86 0.0929
2024-10-28 2024-09-30 13F DOMINION ENERGY COM 25746U109 28,464 556 1.99 1,645 20.26 0.1050
2024-08-12 2024-06-30 13F DOMINION ENERGY COM 25746U109 27,908 -310 -1.10 1,367 -1.51 0.0910
2024-05-15 2024-03-31 13F DOMINION ENERGY COM 25746U109 28,218 -3,938 -12.25 1,388 -8.14 0.0938
2024-02-14 2023-12-31 13F DOMINION ENERGY COM 25746U109 32,156 -1,691 -5.00 1,511 0.00 0.1170
2023-11-14 2023-09-30 13F DOMINION ENERGY COM 25746U109 33,847 1,195 3.66 1,512 -10.64 0.1174
2023-08-10 2023-06-30 13F DOMINION ENERGY COM 25746U109 32,652 -1,404 -4.12 1,691 -11.19 0.1276
2023-05-12 2023-03-31 13F DOMINION ENERGY COM 25746U109 34,056 2,856 9.15 1,904 -0.47 0.1543
2023-02-14 2022-12-31 13F DOMINION ENERGY COM 25746U109 31,200 8,576 37.91 1,913 22.31 0.1665
2022-11-01 2022-09-30 13F DOMINION ENERGY COM 25746U109 22,624 1,304 6.12 1,564 -8.11 0.1506
2022-07-27 2022-06-30 13F DOMINION ENERGY COM 25746U109 21,320 -467 -2.14 1,702 -8.05 0.1489
2022-05-04 2022-03-31 13F DOMINION ENERGY COM 25746U109 21,787 -3,128 -12.55 1,851 -5.42 0.1366
2022-02-14 2021-12-31 13F DOMINION ENERGY COM 25746U109 24,915 -1,135 -4.36 1,957 2.89 0.1429
2021-11-15 2021-09-30 13F DOMINION ENERGY COM 25746U109 26,050 1,724 7.09 1,902 6.26 0.1481
2021-08-13 2021-06-30 13F DOMINION ENERGY COM 25746U109 24,326 -75 -0.31 1,790 -3.40 0.1611
2021-05-14 2021-03-31 13F DOMINION ENERGY COM 25746U109 24,401 -750 -2.98 1,853 -2.01 0.1801
2021-02-04 2020-12-31 13F DOMINION ENERGY COM 25746U109 25,151 -422 -1.65 1,891 -6.29 0.2047
2020-10-26 2020-09-30 13F DOMINION ENERGY COM 25746U109 25,573 625 2.51 2,018 -0.35 0.2509
2020-08-13 2020-06-30 13F DOMINION ENERGY COM 25746U109 24,948 -1,978 -7.35 2,025 4.17 0.2722
2020-05-21 2020-03-31 13F DOMINION ENERGY COM 25746U109 26,926 -1,078 -3.85 1,944 -16.17 0.3201
2020-01-31 2019-12-31 13F DOMINION ENERGY COM 25746U109 28,004 -35 -0.12 2,319 2.07 0.2875
2019-11-21 2019-09-30 13F DOMINION ENERGY COM 25746U109 28,039 -3,153 -10.11 2,272 -5.80 0.3049
2019-08-12 2019-06-30 13F DOMINION ENERGY COM 25746U109 31,192 -2,325 -6.94 2,412 -6.11 0.3286
2019-05-21 2019-03-31 13F/A-1 DOMINION ENERGY COM 25746U109 33,517 2,675 8.67 2,569 16.56 0.3593
2019-05-21 2019-03-31 13F DOMINION ENERGY COM 25746U109 33,517 2,569
2019-02-15 2018-12-31 13F DOMINION ENERGY COM 25746U109 30,842 -1,040 -3.26 2,204 -1.65 0.3601
2018-11-15 2018-09-30 13F DOMINION ENERGY COM 25746U109 31,882 -4,588 -12.58 2,241 -9.89 0.3133
2018-08-10 2018-06-30 13F DOMINION ENERGY COM 25746U109 36,470 -3,676 -9.16 2,487 -8.13 0.3654
2018-04-30 2018-03-31 13F DOMINION ENERGY COM 25746U109 40,146 -4,301 -9.68 2,707 -24.87 0.4005
2018-01-30 2017-12-31 13F DOMINION ENERGY COM 25746U109 44,447 29,050 188.67 3,603 204.05 0.5170
2017-11-07 2017-09-30 13F DOMINION ENERGY COM 25746U109 15,397 -75 -0.48 1,185 -0.08 0.1818
2017-07-31 2017-06-30 13F DOMINION ENERGY COM 25746U109 15,472 1,890 13.92 1,186 12.52 0.1863
2017-05-17 2017-03-31 13F DOMINION ENERGY COM 25746U109 13,582 -177 -1.29 1,054 0.00 0.1682
2017-02-15 2016-12-31 13F DOMINION RES INC VA NEW COM COM 25746U109 13,759 -200 -1.43 1,054 1.64 0.1763
2016-11-15 2016-09-30 13F DOMINION RES INC VA NEW COM COM 25746U109 13,959 -353 -2.47 1,037 -7.00 0.1788
2016-08-17 2016-06-30 13F DOMINION RES INC VA NEW COM COM 25746U109 14,312 174 1.23 1,115 4.99 0.1940
2016-05-18 2016-03-31 13F DOMINION RES INC VA NEW COM COM 25746U109 14,138 -1,058 -6.96 1,062 3.31 0.1826
2016-02-11 2015-12-31 13F DOMINION RES INC VA NEW COM COM 25746U109 15,196 0 0.00 1,028 -3.93 0.1753
2015-11-03 2015-09-30 13F DOMINION RES INC VA NEW COM COM 25746U109 15,196 506 3.44 1,070 8.96 0.1871
2015-08-17 2015-06-30 13F DOMINION RES INC VA NEW COM COM 25746U109 14,690 120 0.82 982 -4.94 0.1582
2015-05-14 2015-03-31 13F DOMINION RES INC VA NEW COM COM 25746U109 14,570 150 1.04 1,033 -6.85 0.1629
2015-02-17 2014-12-31 13F DOMINION RES INC VA NEW COM COM 25746U109 14,420 -1,650 -10.27 1,109 -0.09 0.1763
2014-11-20 2014-09-30 13F DOMINION RES INC VA NEW COM COM 25746U109 16,070 -240 -1.47 1,110 -4.88 0.1772
2014-08-15 2014-06-30 13F DOMINION RES INC VA NEW COM COM 25746U109 16,310 -30 -0.18 1,167 0.60 0.1862
2014-06-17 2014-03-31 13F DOMINION RES INC VA NEW COM COM 25746U109 16,340 -4,616 -22.03 1,160 -14.45 0.1932
2014-02-26 2013-12-31 13F DOMINION RES INC VA NEW COM COM 25746U109 20,956 -220 -1.04 1,356 2.49 0.2243
2013-11-15 2013-09-30 13F DOMINION RES INC VA NEW COM COM 25746U109 21,176 -655 -3.00 1,323 6.69 0.2405
2013-08-14 2013-06-30 13F DOMINION RES INC VA NEW COM COM 25746U109 21,831 21,831 1,240 0.2302
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.