Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionVident Advisory, LLC
Latest Disclosed Ownership35,498 shares
Latest Disclosed Value $ 2,194,536
Vident Advisory, LLC reports 28.27% increase in ownership of D / Dominion Energy, Inc.

On May 14, 2026 - Vident Advisory, LLC filed a 13F-HR form disclosing ownership of 35,498 shares of Dominion Energy, Inc. (US:D) valued at $2,194,486 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 27,674 shares of Dominion Energy, Inc.. This represents a change in shares of 28.27% during the quarter. The current value of the position is $2,323,699 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)
2026-05-14 2026-03-31 13F DOMINION ENERGY COM 25746U109 35,498 7,824 28.27 2,195 35.35 0.0059
2026-02-18 2025-12-31 13F DOMINION ENERGY COM 25746U109 27,674 -504 -1.79 1,621 -5.92 0.0148
2025-11-14 2025-09-30 13F DOMINION ENERGY COM 25746U109 28,178 2,129 8.17 1,724 17.05 0.0165
2025-08-14 2025-06-30 13F DOMINION ENERGY COM 25746U109 26,049 1,556 6.35 1,472 7.21 0.0165
2025-05-15 2025-03-31 13F DOMINION ENERGY COM 25746U109 24,493 8,113 49.53 1,373 55.67 0.0201
2025-02-14 2024-12-31 13F DOMINION ENERGY COM 25746U109 16,380 2,806 20.67 882 12.50 0.0155
2024-11-14 2024-09-30 13F DOMINION ENERGY COM 25746U109 13,574 583 4.49 785 23.27 0.0197
2024-08-14 2024-06-30 13F DOMINION ENERGY COM 25746U109 12,991 3,256 33.45 637 33.05 0.0176
2024-05-14 2024-03-31 13F DOMINION ENERGY COM 25746U109 9,735 1,859 23.60 479 29.19 0.0100
2024-02-14 2023-12-31 13F DOMINION ENERGY COM 25746U109 7,876 -1,414 -15.22 370 -10.63 0.0093
2024-02-21 2023-09-30 13F/A-01 DOMINION ENERGY COM 25746U109 9,290 9,290 415 0.0129
2023-11-14 2023-09-30 13F DOMINION ENERGY COM 25746U109 10,712 10,712 479 0.0119
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.