Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionORG Partners LLC
Latest Disclosed Ownership1,250 shares
Latest Disclosed Value $ 73,226
ORG Partners LLC reports 1.96% increase in ownership of D / Dominion Energy, Inc.

On January 14, 2026 - ORG Partners LLC filed a 13F-HR form disclosing ownership of 1,250 shares of Dominion Energy, Inc. (US:D) valued at $73,238 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 24, 2025 disclosing 1,226 shares of Dominion Energy, Inc.. This represents a change in shares of 1.96% during the quarter. The current value of the position is $81,825 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)
2026-01-14 2025-12-31 13F DOMINION ENERGY COMMON STOCK 25746U109 1,250 24 1.96 73 -1.35 0.0129
2025-10-24 2025-09-30 13F DOMINION ENERGY COMMON STOCK 25746U109 1,226 50 4.25 75 10.45 0.0137
2025-07-16 2025-06-30 13F DOMINION ENERGY COMMON STOCK 25746U109 1,176 114 10.73 68 13.56 0.0145
2025-04-21 2025-03-31 13F DOMINION ENERGY COMMON STOCK 25746U109 1,062 -78 -6.84 60 -3.28 0.0147
2025-01-10 2024-12-31 13F DOMINION ENERGY COMMON STOCK 25746U109 1,140 42 3.83 61 -3.17 0.0083
2024-10-11 2024-09-30 13F DOMINION ENERGY COMMON STOCK 25746U109 1,098 -320 -22.57 63 -7.35 0.0102
2024-07-16 2024-06-30 13F DOMINION ENERGY COMMON STOCK 25746U109 1,418 860 154.12 68 151.85 0.0085
2024-05-06 2024-03-31 13F DOMINION ENERGY COMMON STOCK 25746U109 558 -1,318 -70.26 27 -69.32 0.0522
2024-01-29 2023-12-31 13F DOMINION ENERGY COMMON STOCK 25746U109 1,876 -14,842 -88.78 88 -88.20 0.0147
2023-11-13 2023-09-30 13F/A-1 DOMINION ENERGY D 25746U109 16,718 -201 -1.19 747 -16.09 0.2206
2023-11-03 2023-09-30 13F DOMINION ENERGY D 25746U109 16,718 -201 50 0.0459
2023-07-25 2023-06-30 13F DOMINION ENERGY COMMON STOCK 25746U109 16,919 16,919 890 0.1444
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.