Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionWelch Group, LLC
Latest Disclosed Ownership9,490 shares
Latest Disclosed Value $ 586,672
Welch Group, LLC reports 19.79% increase in ownership of D / Dominion Energy, Inc.

On April 21, 2026 - Welch Group, LLC filed a 13F-HR form disclosing ownership of 9,490 shares of Dominion Energy, Inc. (US:D) valued at $586,672 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 7,922 shares of Dominion Energy, Inc.. This represents a change in shares of 19.79% during the quarter. The current value of the position is $621,215 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)
2026-04-21 2026-03-31 13F DOMINION ENERGY COMMON 25746U109 9,490 1,568 19.79 587 26.29 0.0220
2026-01-26 2025-12-31 13F DOMINION ENERGY COMMON STOCK 25746U109 7,922 272 3.56 464 -0.64 0.0179
2025-10-14 2025-09-30 13F DOMINION ENERGY COMMON 25746U109 7,650 53 0.70 468 8.86 0.0183
2025-07-25 2025-06-30 13F DOMINION ENERGY COMMON 25746U109 7,597 236 3.21 429 6.19 0.0179
2025-04-08 2025-03-31 13F DOMINION ENERGY COMMON 25746U109 7,361 -305 -3.98 405 -1.94 0.0178
2025-01-27 2024-12-31 13F DOMINION ENERGY COMMON 25746U109 7,666 -233 -2.95 413 -9.65 0.0186
2024-10-24 2024-09-30 13F DOMINION ENERGY COMMON 25746U109 7,899 -879 -10.01 456 6.05 0.0198
2024-07-17 2024-06-30 13F DOMINION ENERGY COMMON 25746U109 8,778 0 0.00 430 -0.23 0.0207
2024-04-09 2024-03-31 13F DOMINION ENERGY COMMON 25746U109 8,778 -136 -1.53 432 3.11 0.0214
2024-01-23 2023-12-31 13F DOMINION ENERGY Common 25746U109 8,914 133 1.51 419 6.63 0.0226
2023-10-18 2023-09-30 13F DOMINION ENERGY Common 25746U109 8,781 -1,600 -15.41 392 -27.00 0.0232
2023-07-18 2023-06-30 13F DOMINION ENERGY Common 25746U109 10,381 -949 -8.38 538 -15.17 0.0308
2023-04-13 2023-03-31 13F DOMINION ENERGY Common 25746U109 11,330 419 3.84 633 -5.38 0.0368
2023-01-30 2022-12-31 13F DOMINION ENERGY Common 25746U109 10,911 -551 -4.81 669 -15.53 0.0383
2022-10-13 2022-09-30 13F DOMINION ENERGY COMMON 25746U109 11,462 -327 -2.77 792 -15.83 0.0516
2022-07-21 2022-06-30 13F DOMINION ENERGY COMMON 25746U109 11,789 -11 -0.09 941 -6.18 0.0574
2022-04-29 2022-03-31 13F DOMINION ENERGY COMMON 25746U109 11,800 -15 -0.13 1,003 8.08 0.0573
2022-01-26 2021-12-31 13F DOMINION ENERGY COMMON 25746U109 11,815 0 0.00 928 7.53 0.0543
2021-11-05 2021-09-30 13F DOMINION ENERGY COMMON 25746U109 11,815 4,122 53.58 863 52.47 0.0584
2021-07-21 2021-06-30 13F DOMINION ENERGY COMMON 25746U109 7,693 -84 -1.08 566 -4.23 0.0386
2021-04-23 2021-03-31 13F DOMINION ENERGY COMMON 25746U109 7,777 203 2.68 591 3.68 0.0425
2021-01-25 2020-12-31 13F DOMINION ENERGY Common 25746U109 7,574 -129 -1.67 570 -6.25 0.0457
2020-10-28 2020-09-30 13F DOMINION ENERGY Common 25746U109 7,703 300 4.05 608 1.16 0.0531
2020-07-22 2020-06-30 13F DOMINION ENERGY Common 25746U109 7,403 1,460 24.57 601 40.09 0.0561
2020-04-28 2020-03-31 13F DOMINION ENERGY Common 25746U109 5,943 0 0.00 429 -12.80 0.0458
2020-01-24 2019-12-31 13F Dominion Res Inc Va Common 25746U109 5,943 0 0.00 492 2.07 0.0484
2019-11-05 2019-09-30 13F Dominion Res Inc Va Common 25746U109 5,943 0 0.00 482 4.78 0.0495
2019-07-11 2019-06-30 13F Dominion Res Inc Va Common 25746U109 5,943 0 0.00 460 0.88 0.0491
2019-04-15 2019-03-31 13F Dominion Res Inc Va Common 25746U109 5,943 696 13.26 456 21.60 0.0502
2019-01-10 2018-12-31 13F Dominion Res Inc Va Common 25746U109 5,247 0 0.00 375 1.63 0.0459
2018-11-01 2018-09-30 13F Dominion Res Inc Va Common 25746U109 5,247 0 0.00 369 3.07 0.0384
2018-07-30 2018-06-30 13F Dominion Res Inc Va Common 25746U109 5,247 -60 -1.13 358 0.00 0.0446
2018-04-23 2018-03-31 13F Dominion Res Inc Va Common 25746U109 5,307 60 1.14 358 -15.76 0.0453
2018-02-01 2017-12-31 13F Dominion Res Inc Va Common 25746U109 5,247 62 1.20 425 6.52 0.0659
2017-11-07 2017-09-30 13F Dominion Res Inc Va Common 25746U109 5,185 -4,283 -45.24 399 -45.04 0.0667
2017-08-07 2017-06-30 13F Dominion Res Inc Va Common 25746U109 9,468 4,283 82.60 726 80.60 0.1211
2017-05-01 2017-03-31 13F Dominion Res Inc Va Common 25746U109 5,185 0 0.00 402 1.26 0.0757
2017-02-09 2016-12-31 13F Dominion Res Inc Va Common 25746U109 5,185 82 1.61 397 4.75 0.0776
2016-10-28 2016-09-30 13F Dominion Res Inc Va Common 25746U109 5,103 -362 -6.62 379 -11.03 0.0753
2016-07-27 2016-06-30 13F Dominion Res Inc Va Common 25746U109 5,465 70 1.30 426 5.19 0.0868
2016-05-05 2016-03-31 13F Dominion Res Inc Va Common 25746U109 5,395 0 0.00 405 10.96 0.0676
2016-01-21 2015-12-31 13F Dominion Res Inc Va Common 25746U109 5,395 0 0.00 365 -3.95 0.0655
2015-10-23 2015-09-30 13F Dominion Res Inc Va COM 25746U109 5,395 -150 -2.71 380 2.43 0.0734
2015-07-31 2015-06-30 13F Dominion Res Inc Va Common 25746U109 5,545 150 2.78 371 -2.88 0.0702
2015-04-29 2015-03-31 13F Dominion Res Inc Va Common 25746U109 5,395 -175 -3.14 382 -10.75 0.0701
2015-01-20 2014-12-31 13F Dominion Res Inc Va Common 25746U109 5,570 0 0.00 428 11.17 0.0826
2014-10-29 2014-09-30 13F Dominion Res Inc Va Common 25746U109 5,570 0 0.00 385 -3.27 0.0796
2014-07-22 2014-06-30 13F Dominion Res Inc Va Common 25746U109 5,570 325 6.20 398 6.99 0.0824
2014-04-23 2014-03-31 13F Dominion Res Inc Va COM 25746U109 5,245 0 0.00 372 9.73 0.0842
2014-02-07 2013-12-31 13F Dominion Res Inc Va Common 25746U109 5,245 0 0.00 339 3.35 0.0769
2013-10-04 2013-09-30 13F Dominion Res Inc Va Common 25746U109 5,245 0 0.00 328 10.07 0.0806
2013-07-29 2013-06-30 13F Dominion Res Inc Va Common 25746U109 5,245 5,245 298 0.0774
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.