Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionVestmark Advisory Solutions, Inc.
Latest Disclosed Ownership85,828 shares
Latest Disclosed Value $ 5,305,907
Vestmark Advisory Solutions, Inc. reports 28.13% increase in ownership of D / Dominion Energy, Inc.

On May 15, 2026 - Vestmark Advisory Solutions, Inc. filed a 13F-HR form disclosing ownership of 85,828 shares of Dominion Energy, Inc. (US:D) valued at $5,305,887 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 66,984 shares of Dominion Energy, Inc.. This represents a change in shares of 28.13% during the quarter. The current value of the position is $5,618,301 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)
2026-05-15 2026-03-31 13F DOMINION ENERGY COM 25746U109 85,828 18,844 28.13 5,306 35.19 0.0365
2026-02-06 2025-12-31 13F DOMINION ENERGY COM 25746U109 66,984 -4,741 -6.61 3,925 -10.55 0.0530
2025-11-10 2025-09-30 13F DOMINION ENERGY COM 25746U109 71,725 7,986 12.53 4,387 21.79 0.0836
2025-08-06 2025-06-30 13F DOMINION ENERGY COM 25746U109 63,739 -24,851 -28.05 3,603 -27.48 0.0520
2025-05-13 2025-03-31 13F DOMINION ENERGY COM 25746U109 88,590 48,871 123.04 4,967 132.21 0.1279
2025-02-06 2024-12-31 13F DOMINION ENERGY COM 25746U109 39,719 4,939 14.20 2,139 6.47 0.0737
2024-11-14 2024-09-30 13F DOMINION ENERGY COM 25746U109 34,780 1,104 3.28 2,010 21.76 0.0748
2024-08-12 2024-06-30 13F DOMINION ENERGY COM 25746U109 33,676 855 2.61 1,650 2.23 0.0689
2024-05-15 2024-03-31 13F DOMINION ENERGY COM 25746U109 32,821 4,014 13.93 1,614 19.29 0.0695
2024-02-06 2023-12-31 13F DOMINION ENERGY COM 25746U109 28,807 -2,906 -9.16 1,354 -4.45 0.0688
2023-11-06 2023-09-30 13F DOMINION ENERGY COM 25746U109 31,713 -12,113 -27.64 1,417 -37.59 0.1030
2023-08-07 2023-06-30 13F DOMINION ENERGY COM 25746U109 43,826 -434 -0.98 2,270 -8.29 0.0864
2023-05-09 2023-03-31 13F DOMINION ENERGY COM 25746U109 44,260 7,945 21.88 2,475 11.14 0.1072
2023-01-20 2022-12-31 13F DOMINION ENERGY COM 25746U109 36,315 -3,582 -8.98 2,227 -19.26 0.1085
2022-11-03 2022-09-30 13F DOMINION ENERGY COM 25746U109 39,897 12,618 46.26 2,757 26.64 0.1537
2022-08-04 2022-06-30 13F DOMINION ENERGY COM 25746U109 27,279 19,592 254.87 2,177 233.38 0.1243
2022-04-27 2022-03-31 13F DOMINION ENERGY COM 25746U109 7,687 859 12.58 653 21.83 0.0370
2022-01-31 2021-12-31 13F DOMINION ENERGY COM 25746U109 6,828 -118 -1.70 536 5.72 0.0302
2021-11-15 2021-09-30 13F DOMINION ENERGY COM 25746U109 6,946 2,497 56.12 507 55.05 0.0343
2021-08-09 2021-06-30 13F DOMINION ENERGY COM 25746U109 4,449 111 2.56 327 -0.91 0.0233
2021-05-10 2021-03-31 13F DOMINION ENERGY COM 25746U109 4,338 -2,073 -32.34 330 -31.54 0.0293
2021-02-04 2020-12-31 13F DOMINION ENERGY COM 25746U109 6,411 101 1.60 482 -3.21 0.0541
2020-10-19 2020-09-30 13F DOMINION ENERGY COM 25746U109 6,310 400 6.77 498 3.75 0.0669
2020-08-13 2020-06-30 13F DOMINION ENERGY COM 25746U109 5,910 3,086 109.28 480 135.29 0.0743
2020-05-06 2020-03-31 13F DOMINION ENERGY COM 25746U109 2,824 2,824 204 0.0399
2020-02-14 2019-12-31 13F DOMINION ENERGY COM 25746U109 0 -3,041 -100.00 0 -100.00
2019-11-05 2019-09-30 13F DOMINION ENERGY COM 25746U109 3,041 -700 -18.71 246 -14.88 0.0399
2019-08-20 2019-06-30 13F DOMINION ENERGY COM 25746U109 3,741 447 13.57 289 14.23 0.0495
2019-05-14 2019-03-31 13F DOMINION ENERGY COM 25746U109 3,294 3,294 253 0.0451
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.