Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionProspera Financial Services Inc
Latest Disclosed Ownership51,667 shares
Latest Disclosed Value $ 3,194,442
Prospera Financial Services Inc reports 1.97% decrease in ownership of D / Dominion Energy, Inc.

On April 14, 2026 - Prospera Financial Services Inc filed a 13F-HR form disclosing ownership of 51,667 shares of Dominion Energy, Inc. (US:D) valued at $3,194,054 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 52,704 shares of Dominion Energy, Inc.. This represents a change in shares of -1.97% during the quarter. The current value of the position is $3,382,122 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)
2026-04-14 2026-03-31 13F DOMINION ENERGY COM 25746U109 51,667 -1,037 -1.97 3,194 3.43 0.0514
2026-02-09 2025-12-31 13F DOMINION ENERGY COM 25746U109 52,704 -8,537 -13.94 3,088 -17.57 0.0507
2025-11-06 2025-09-30 13F DOMINION ENERGY COM 25746U109 61,241 6,355 11.58 3,747 20.76 0.0639
2025-08-06 2025-06-30 13F DOMINION ENERGY COM 25746U109 54,886 -8,215 -13.02 3,103 -12.32 0.0578
2025-05-15 2025-03-31 13F DOMINION ENERGY COM 25746U109 63,101 3,481 5.84 3,539 10.18 0.0813
2025-02-13 2024-12-31 13F DOMINION ENERGY COM 25746U109 59,620 7,401 14.17 3,212 6.39 0.0748
2024-11-07 2024-09-30 13F DOMINION ENERGY COM 25746U109 52,219 132 0.25 3,018 18.26 0.0771
2024-08-13 2024-06-30 13F DOMINION ENERGY COM 25746U109 52,087 -3,095 -5.61 2,553 -5.97 0.0710
2024-08-13 2024-03-31 13F DOMINION ENERGY COM 25746U109 55,182 -3,141 -5.39 2,715 -0.99 0.0809
2024-02-14 2023-12-31 13F DOMINION ENERGY COM 25746U109 58,323 -4,802 -7.61 2,741 -2.80 0.0908
2023-11-13 2023-09-30 13F DOMINION ENERGY COM 25746U109 63,125 669 1.07 2,820 -12.80 0.1090
2023-08-08 2023-06-30 13F DOMINION ENERGY COM 25746U109 62,456 12,261 24.43 3,235 15.21 0.1238
2023-05-12 2023-03-31 13F DOMINION ENERGY COM 25746U109 50,195 3,757 8.09 2,807 -1.40 0.1154
2023-02-08 2022-12-31 13F DOMINION ENERGY COM 25746U109 46,438 -1,259 -2.64 2,848 -13.65 0.1427
2022-10-27 2022-09-30 13F DOMINION ENERGY COM 25746U109 47,697 25,073 110.82 3,297 82.46 0.1720
2022-08-08 2022-06-30 13F DOMINION ENERGY COM 25746U109 22,624 -24,901 -52.40 1,807 -55.26 0.0921
2022-05-04 2022-03-31 13F DOMINION ENERGY COM 25746U109 47,525 1,612 3.51 4,039 11.95 0.1691
2022-02-10 2021-12-31 13F DOMINION ENERGY COM 25746U109 45,913 2,689 6.22 3,608 14.29 0.1560
2021-11-12 2021-09-30 13F DOMINION ENERGY COM 25746U109 43,224 -1,045 -2.36 3,157 -3.10 0.1573
2021-08-16 2021-06-30 13F/A-1 DOMINION ENERGY COM 25746U109 44,269 4,200 10.48 3,258 7.00 0.1633
2021-08-12 2021-06-30 13F DOMINION ENERGY COM 25746U109 44,269 4,200 3,258 0.1677
2021-05-06 2021-03-31 13F DOMINION ENERGY COM 25746U109 40,069 -88 -0.22 3,045 0.79 0.1807
2021-02-12 2020-12-31 13F DOMINION ENERGY COM 25746U109 40,157 38,962 3,260.42 3,021 3,113.83 0.2081
2020-11-04 2020-09-30 13F DOMINION ENERGY COM 25746U109 1,195 -37,915 -96.94 94 -97.04 0.0359
2020-08-10 2020-06-30 13F DOMINION ENERGY COM 25746U109 39,110 10,086 34.75 3,175 51.55 0.2813
2020-05-15 2020-03-31 13F DOMINION ENERGY COM 25746U109 29,024 170 0.59 2,095 -12.34 0.2223
2020-02-12 2019-12-31 13F DOMINION ENERGY COM 25746U109 28,854 -660 -2.24 2,390 -0.08 0.1841
2019-10-22 2019-09-30 13F DOMINION ENERGY COM 25746U109 29,514 668 2.32 2,392 7.02 0.2457
2019-08-14 2019-06-30 13F/A-1 DOMINION ENERGY COM 25746U109 28,846 12,390 75.29 2,235 77.10 0.2509
2019-08-14 2019-06-30 13F DOMINION ENERGY COM 25746U109 11,191 -5,265 803
2019-05-02 2019-03-31 13F DOMINION ENERGY COM 25746U109 16,456 5,265 47.05 1,262 57.16 0.4154
2019-02-13 2018-12-31 13F DOMINION ENERGY COM 25746U109 11,191 1,145 11.40 803 15.37 0.1620
2018-10-25 2018-09-30 13F DOMINION ENERGY COM 25746U109 10,046 -608 -5.71 696 -5.18 0.1297
2018-07-18 2018-06-30 13F DOMINION ENERGY COM 25746U109 10,654 -1,486 -12.24 734 -10.05 0.0994
2018-04-12 2018-03-31 13F DOMINION ENERGY COM 25746U109 12,140 -35 -0.29 816 -15.44 0.1139
2018-01-23 2017-12-31 13F DOMINION ENERGY COM 25746U109 12,175 -153 -1.24 965 1.79 0.1474
2017-10-11 2017-09-30 13F DOMINION ENERGY COM 25746U109 12,328 -400 -3.14 948 -2.27 0.1442
2017-07-19 2017-06-30 13F DOMINION ENERGY COM 25746U109 12,728 -466 -3.53 970 -5.46 0.1556
2017-04-13 2017-03-31 13F DOMINION RES INC VA COM 25746U109 13,194 1,254 10.50 1,026 12.38 0.1849
2017-01-11 2016-12-31 13F DOMINION RES INC VA COM 25746U109 11,940 -214 -1.76 913 1.11 0.1789
2016-10-12 2016-09-30 13F DOMINION RES INC VA COM 25746U109 12,154 304 2.57 903 -2.17 0.1813
2016-07-26 2016-06-30 13F DOMINION RES INC VA COM 25746U109 11,850 1,891 18.99 923 23.40 0.1908
2016-04-12 2016-03-31 13F DOMINION RES INC VA COM 25746U109 9,959 2,826 39.62 748 55.19 0.1665
2016-01-12 2015-12-31 13F DOMINION RES INC VA COM 25746U109 7,133 2,730 62.00 482 55.48 0.1057
2015-10-16 2015-09-30 13F DOMINION RES INC VA COM 25746U109 4,403 2 0.05 310 5.44 0.0784
2015-08-07 2015-06-30 13F DOMINION RES INC VA COM 25746U109 4,401 3 0.07 294 -5.77 0.0700
2015-04-22 2015-03-31 13F DOMINION RES INC VA COM 25746U109 4,398 4 0.09 312 -7.69 0.0695
2015-01-14 2014-12-31 13F DOMINION RES INC VA COM 25746U109 4,394 -47 -1.06 338 10.10 0.0842
2014-10-16 2014-09-30 13F DOMINION RES INC VA COM 25746U109 4,441 1,102 33.00 307 28.45 0.0827
2014-07-07 2014-06-30 13F DOMINION RES INC VA COM 25746U109 3,339 203 6.47 239 7.17 0.0647
2014-04-04 2014-03-31 13F DOMINION RES INC VA COM 25746U109 3,136 3 0.10 223 9.85 0.0704
2014-02-13 2013-12-31 13F DOMINION RES INC VA COM 25746U109 3,133 -1,529 -32.80 203 -30.24 0.0683
2013-11-04 2013-09-30 13F DOMINION RES INC VA COM 25746U109 4,662 1,094 30.66 291 44.78 0.1104
2013-08-15 2013-06-30 13F DOMINION RES INC VA COM 25746U109 3,568 3,568 201 0.0930
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.