Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionSimmons Bank
Latest Disclosed Ownership33,187 shares
Latest Disclosed Value $ 2,051,622
Simmons Bank reports 15.26% increase in ownership of D / Dominion Energy, Inc.

On April 23, 2026 - Simmons Bank filed a 13F-HR form disclosing ownership of 33,187 shares of Dominion Energy, Inc. (US:D) valued at $2,051,620 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 28,792 shares of Dominion Energy, Inc.. This represents a change in shares of 15.26% during the quarter. The current value of the position is $2,172,421 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)
2026-04-23 2026-03-31 13F DOMINION ENERGY COMMON STOCK 25746U109 33,187 4,395 15.26 2,052 21.65 0.1374
2026-02-05 2025-12-31 13F DOMINION ENERGY COMMON STOCK 25746U109 28,792 1,507 5.52 1,687 1.02 0.1128
2025-11-04 2025-09-30 13F DOMINION ENERGY COMMON STOCK 25746U109 27,285 2,773 11.31 1,669 20.51 0.1112
2025-08-06 2025-06-30 13F DOMINION ENERGY COMMON STOCK 25746U109 24,512 1,816 8.00 1,385 8.88 0.0988
2025-04-29 2025-03-31 13F DOMINION ENERGY COMMON STOCK 25746U109 22,696 6,386 39.15 1,273 44.87 0.0959
2025-02-05 2024-12-31 13F DOMINION ENERGY COMMON STOCK 25746U109 16,310 -1,155 -6.61 878 -12.98 0.0642
2024-11-05 2024-09-30 13F DOMINION ENERGY COMMON STOCK 25746U109 17,465 -160 -0.91 1,009 16.92 0.0731
2024-07-26 2024-06-30 13F DOMINION ENERGY COMMON STOCK 25746U109 17,625 -808 -4.38 864 -4.75 0.0652
2024-05-14 2024-03-31 13F DOMINION ENERGY COMMON STOCK 25746U109 18,433 -800 -4.16 907 0.33 0.0681
2024-02-06 2023-12-31 13F DOMINION ENERGY COMMON STOCK 25746U109 19,233 -6,430 -25.06 904 -21.20 0.0738
2023-10-26 2023-09-30 13F DOMINION ENERGY COMMON STOCK 25746U109 25,663 508 2.02 1,146 -11.98 0.1016
2023-08-03 2023-06-30 13F DOMINION ENERGY COMMON STOCK 25746U109 25,155 -697 -2.70 1,303 -9.90 0.1094
2023-04-28 2023-03-31 13F DOMINION ENERGY COMMON STOCK 25746U109 25,852 -1,319 -4.85 1,445 -13.27 0.1234
2023-02-08 2022-12-31 13F DOMINION ENERGY COMMON STOCK 25746U109 27,171 -3,200 -10.54 1,666 -20.59 0.1432
2022-10-27 2022-09-30 13F DOMINION ENERGY COMMON STOCK 25746U109 30,371 119 0.39 2,098 -13.09 0.1957
2022-07-29 2022-06-30 13F DOMINION ENERGY COMMON STOCK 25746U109 30,252 -142 -0.47 2,414 -6.51 0.2116
2022-04-21 2022-03-31 13F DOMINION ENERGY COMMON STOCK 25746U109 30,394 -764 -2.45 2,582 5.52 0.1933
2022-01-28 2021-12-31 13F DOMINION ENERGY COMMON STOCK 25746U109 31,158 -1,087 -3.37 2,447 3.95 0.1713
2021-10-26 2021-09-30 13F DOMINION ENERGY COMMON STOCK 25746U109 32,245 -935 -2.82 2,354 -3.56 0.1709
2021-08-05 2021-06-30 13F DOMINION ENERGY COMMON STOCK 25746U109 33,180 -439 -1.31 2,441 -4.42 0.1764
2021-05-06 2021-03-31 13F DOMINION ENERGY COMMON STOCK 25746U109 33,619 -761 -2.21 2,554 -1.20 0.1928
2021-02-08 2020-12-31 13F DOMINION RESOURCES COMMON STOCK 25746U109 34,380 -6,662 -16.23 2,585 -20.22 0.2052
2020-11-13 2020-09-30 13F DOMINION RESOURCES COMMON STOCK 25746U109 41,042 174 0.43 3,240 -2.32 0.2659
2020-08-14 2020-06-30 13F DOMINION RESOURCES COMMON STOCK 25746U109 40,868 3,143 8.33 3,317 21.86 0.2738
2020-05-14 2020-03-31 13F DOMINION RESOURCES COMMON STOCK 25746U109 37,725 7,949 26.70 2,722 10.38 0.2368
2020-01-31 2019-12-31 13F DOMINION RESOURCES COMMON STOCK 25746U109 29,776 1,998 7.19 2,466 9.55 0.2212
2019-11-13 2019-09-30 13F DOMINION RESOURCES COMMON STOCK 25746U109 27,778 -2,458 -8.13 2,251 -3.72 0.2214
2019-08-13 2019-06-30 13F DOMINION RESOURCES COMMON STOCK 25746U109 30,236 -2,929 -8.83 2,338 -8.06 0.2263
2019-05-13 2019-03-31 13F DOMINION RESOURCES COMMON STOCK 25746U109 33,165 1,110 3.46 2,543 11.00 0.2475
2019-01-24 2018-12-31 13F DOMINION RESOURCES COMMON STOCK 25746U109 32,055 200 0.63 2,291 2.32 0.2563
2018-11-13 2018-09-30 13F DOMINION RESOURCES COMMON STOCK 25746U109 31,855 1,507 4.97 2,239 8.22 0.2205
2018-08-13 2018-06-30 13F DOMINION RESOURCES COMMON STOCK 25746U109 30,348 197 0.65 2,069 1.77 0.1879
2018-05-14 2018-03-31 13F DOMINION RESOURCES COMMON STOCK 25746U109 30,151 4,812 18.99 2,033 -1.02 0.1824
2018-02-13 2017-12-31 13F DOMINION RESOURCES COMMON STOCK 25746U109 25,339 -183 -0.72 2,054 4.64 0.2069
2017-11-14 2017-09-30 13F DOMINION RESOURCES COMMON STOCK 25746U109 25,522 -274 -1.06 1,963 -0.71 0.2032
2017-08-15 2017-06-30 13F DOMINION RESOURCES COMMON STOCK 25746U109 25,796 -380 -1.45 1,977 -2.66 0.2215
2017-05-11 2017-03-31 13F DOMINION RESOURCES COMMON STOCK 25746U109 26,176 0 0.00 2,031 1.25 0.2240
2017-02-08 2016-12-31 13F DOMINION RESOURCES COMMON STOCK 25746U109 26,176 -181 -0.69 2,006 2.45 0.2253
2016-10-31 2016-09-30 13F DOMINION RESOURCES COMMON STOCK 25746U109 26,357 -1,410 -5.08 1,958 -9.52 0.2155
2016-08-03 2016-06-30 13F DOMINION RESOURCES COMMON STOCK 25746U109 27,767 300 1.09 2,164 4.84 0.2407
2016-05-13 2016-03-31 13F DOMINION RESOURCES COMMON STOCK 25746U109 27,467 27,467 2,064 0.2299
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.