Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionToth Financial Advisory Corp
Latest Disclosed Ownership159,465 shares
Latest Disclosed Value $ 9,858,155
Toth Financial Advisory Corp reports 7.78% increase in ownership of D / Dominion Energy, Inc.

On April 16, 2026 - Toth Financial Advisory Corp filed a 13F-HR form disclosing ownership of 159,465 shares of Dominion Energy, Inc. (US:D) valued at $9,858,126 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 147,960 shares of Dominion Energy, Inc.. This represents a change in shares of 7.78% during the quarter. The current value of the position is $10,438,579 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)
2026-04-16 2026-03-31 13F DOMINION ENERGY COM 25746U109 159,465 11,505 7.78 9,858 13.73 1.0822
2026-01-20 2025-12-31 13F DOMINION ENERGY COM 25746U109 147,960 7,486 5.33 8,669 0.88 0.9413
2025-10-09 2025-09-30 13F DOMINION ENERGY COM 25746U109 140,474 8,379 6.34 8,593 15.08 0.9264
2025-07-14 2025-06-30 13F DOMINION ENERGY COM 25746U109 132,095 13,676 11.55 7,466 12.46 0.8710
2025-04-14 2025-03-31 13F DOMINION ENERGY COM 25746U109 118,419 15,796 15.39 6,640 20.12 0.7993
2025-01-21 2024-12-31 13F DOMINION ENERGY COM 25746U109 102,623 20,099 24.36 5,527 15.89 0.6501
2024-10-21 2024-09-30 13F DOMINION ENERGY COM 25746U109 82,524 13,889 20.24 4,769 41.81 0.5631
2024-07-16 2024-06-30 13F DOMINION ENERGY COM 25746U109 68,635 15,579 29.36 3,363 28.90 0.4275
2024-04-16 2024-03-31 13F DOMINION ENERGY COM 25746U109 53,056 12,594 31.13 2,610 37.24 0.3267
2024-01-26 2023-12-31 13F DOMINION ENERGY COM 25746U109 40,462 -2,306 -5.39 1,902 -0.47 0.2579
2023-10-12 2023-09-30 13F DOMINION ENERGY COM 25746U109 42,768 -6,704 -13.55 1,910 -25.45 0.2910
2023-07-24 2023-06-30 13F DOMINION ENERGY COM 25746U109 49,472 -198 -0.40 2,562 -7.74 0.3706
2023-04-24 2023-03-31 13F DOMINION ENERGY COM 25746U109 49,670 4,179 9.19 2,777 -0.43 0.4331
2023-01-24 2022-12-31 13F DOMINION ENERGY COM 25746U109 45,491 -11,974 -20.84 2,789 -29.77 0.4525
2022-10-14 2022-09-30 13F DOMINION ENERGY COM 25746U109 57,465 3,076 5.66 3,971 -8.52 0.7188
2022-07-25 2022-06-30 13F DOMINION ENERGY COM 25746U109 54,389 3,054 5.95 4,341 -0.48 0.7564
2022-04-26 2022-03-31 13F DOMINION ENERGY COM 25746U109 51,335 1,392 2.79 4,362 11.19 0.6518
2022-01-31 2021-12-31 13F DOMINION ENERGY COM 25746U109 49,943 -1,052 -2.06 3,923 5.34 0.5348
2021-10-20 2021-09-30 13F DOMINION ENERGY COM 25746U109 50,995 -903 -1.74 3,724 -2.46 0.5658
2021-07-26 2021-06-30 13F DOMINION ENERGY COM 25746U109 51,898 949 1.86 3,818 -1.34 0.5831
2021-04-20 2021-03-31 13F DOMINION ENERGY COM 25746U109 50,949 -4,016 -7.31 3,870 -6.36 0.6176
2021-01-25 2020-12-31 13F DOMINION ENERGY COM 25746U109 54,965 -279 -0.51 4,133 -5.21 0.7084
2020-10-16 2020-09-30 13F DOMINION ENERGY COM 25746U109 55,244 -661 -1.18 4,360 -3.92 0.8373
2020-07-14 2020-06-30 13F DOMINION ENERGY COM 25746U109 55,905 1,379 2.53 4,538 15.29 0.9827
2020-04-20 2020-03-31 13F DOMINION ENERGY COM 25746U109 54,526 2,651 5.11 3,936 -8.38 1.1366
2020-01-27 2019-12-31 13F DOMINION ENERGY COM 25746U109 51,875 844 1.65 4,296 3.87 0.8712
2019-10-15 2019-09-30 13F DOMINION ENERGY COM 25746U109 51,031 5,889 13.05 4,136 18.51 0.9060
2019-07-17 2019-06-30 13F DOMINION ENERGY COM 25746U109 45,142 6,653 17.29 3,490 18.26 0.7807
2019-04-15 2019-03-31 13F DOMINION ENERGY COM 25746U109 38,489 22,167 135.81 2,951 153.09 0.6909
2019-01-22 2018-12-31 13F DOMINION ENERGY COM 25746U109 16,322 11,085 211.67 1,166 216.85 0.3188
2018-10-15 2018-09-30 13F DOMINION ENERGY COM 25746U109 5,237 12 0.23 368 3.37 0.0817
2018-07-23 2018-06-30 13F DOMINION ENERGY COM 25746U109 5,225 14 0.27 356 1.42 0.0835
2018-04-25 2018-03-31 13F DOMINION ENERGY COM 25746U109 5,211 12 0.23 351 -16.63 0.0853
2018-02-06 2017-12-31 13F DOMINION ENERGY COM 25746U109 5,199 10 0.19 421 5.51 0.0997
2017-10-11 2017-09-30 13F Dominion Resources, Inc. VA Ne COM 25746U109 5,189 -2,542 -32.88 399 -32.60 0.1007
2017-07-05 2017-06-30 13F Dominion Resources, Inc. VA Ne COM 25746U109 7,731 -6,193 -44.48 592 -45.19 0.1546
2017-04-03 2017-03-31 13F Dominion Resources, Inc. VA Ne COM 25746U109 13,924 2,246 19.23 1,080 20.81 0.2869
2017-01-03 2016-12-31 13F Dominion Resources, Inc. VA Ne COM 25746U109 11,678 4 0.03 894 3.11 0.2568
2016-10-13 2016-09-30 13F Dominion Resources, Inc. VA Ne COM 25746U109 11,674 77 0.66 867 -4.09 0.2545
2016-07-01 2016-06-30 13F Dominion Resources, Inc. VA Ne COM 25746U109 11,597 0 0.00 904 3.79 0.2757
2016-04-07 2016-03-31 13F Dominion Resources, Inc. VA Ne COM 25746U109 11,597 0 0.00 871 11.10 0.2848
2016-01-04 2015-12-31 13F Dominion Resources, Inc. VA Ne COM 25746U109 11,597 0 0.00 784 -3.92 0.2595
2015-10-02 2015-09-30 13F Dominion Resources, Inc. VA Ne COM 25746U109 11,597 0 0.00 816 5.29 0.2989
2015-07-01 2015-06-30 13F Dominion Resources, Inc. VA Ne COM 25746U109 11,597 150 1.31 775 -4.44 0.2588
2015-04-10 2015-03-31 13F Dominion Resources, Inc. VA Ne COM 25746U109 11,447 3,148 37.93 811 27.12 0.2719
2015-01-06 2014-12-31 13F Dominion Resources, Inc. VA Ne COM 25746U109 8,299 0 0.00 638 11.34 0.2211
2014-10-01 2014-09-30 13F Dominion Resources, Inc. VA Ne COM 25746U109 8,299 8,299 573 0.2163
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.