Dominion Energy, Inc.
IT ˙ BIT ˙ US25746U1097
55,30 € ↓ -1,36 (-2,40%)
2026-06-03
DEL PRIS
SecurityIT:1D / Dominion Energy, Inc.
InstitutionCharter Trust Co
Latest Disclosed Ownership60,509 shares
Latest Disclosed Value $ 3,740,666
Charter Trust Co reports 0.83% increase in ownership of 1D / Dominion Energy, Inc.

On April 17, 2026 - Charter Trust Co filed a 13F-HR form disclosing ownership of 60,509 shares of Dominion Energy, Inc. (IT:1D) valued at $3,116,819 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 60,008 shares of Dominion Energy, Inc.. This represents a change in shares of 0.83% during the quarter. The current value of the position is $3,346,148 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)
2026-04-17 2026-03-31 13F DOMINION ENERGY COM 25746U109 60,509 501 0.83 3,741 6.40 0.2189
2026-01-22 2025-12-31 13F DOMINION ENERGY COM 25746U109 60,008 2,222 3.85 3,516 -0.54 0.2032
2025-10-15 2025-09-30 13F DOMINION ENERGY COM 25746U109 57,786 4,621 8.69 3,535 17.64 0.2122
2025-07-23 2025-06-30 13F DOMINION ENERGY COM 25746U109 53,165 9,594 22.02 3,005 22.96 0.1923
2025-04-16 2025-03-31 13F DOMINION ENERGY COM 25746U109 43,571 30,716 238.94 2,443 253.03 0.1618
2025-01-13 2024-12-31 13F DOMINION RES COM 25746U109 12,855 -403 -3.04 692 -9.66 0.0453
2024-10-16 2024-09-30 13F DOMINION RES COM 25746U109 13,258 -239 -1.77 766 15.89 0.0489
2024-07-17 2024-06-30 13F DOMINION RES COM 25746U109 13,497 -1,680 -11.07 661 -11.39 0.0438
2024-04-24 2024-03-31 13F DOMINION RES COM 25746U109 15,177 -3,233 -17.56 747 -13.76 0.0499
2024-01-17 2023-12-31 13F DOMINION RES COM 25746U109 18,410 -37,561 -67.11 865 -65.40 0.0645
2023-11-28 2023-09-30 13F DOMINION RES COM 25746U109 55,971 -337 -0.60 2,500 -14.27 0.1991
2023-08-09 2023-06-30 13F DOMINION RES COM 25746U109 56,308 7,194 14.65 2,916 6.23 0.2236
2023-04-24 2023-03-31 13F DOMINION RES COM 25746U109 49,114 5,970 13.84 2,746 3.78 0.2186
2023-06-09 2022-12-31 13F/A-1 DOMINION RES COM 25746U109 43,144 4,139 10.61 2,646 -1.89 0.2113
2023-01-19 2022-12-31 13F DOMINION RES COM 25746U109 43,144 4,139 3 0.0002
2022-10-24 2022-09-30 13F DOMINION RES COM 25746U109 39,005 3,199 8.93 2,696 -5.64 0.2323
2022-08-12 2022-06-30 13F DOMINION RES COM 25746U109 35,806 12,154 51.39 2,857 42.14 0.2286
2022-04-14 2022-03-31 13F DOMINION RES COM 25746U109 23,652 14,358 154.49 2,010 175.34 0.1803
2022-01-28 2021-12-31 13F DOMINION RES COM 25746U109 9,294 -665 -6.68 730 0.41 0.0620
2021-11-15 2021-09-30 13F DOMINION RES COM 25746U109 9,959 -1,481 -12.95 727 -13.66 0.0680
2021-08-11 2021-06-30 13F DOMINION RES COM 25746U109 11,440 -278 -2.37 842 -5.39 0.0783
2021-05-06 2021-03-31 13F DOMINION RES COM 25746U109 11,718 -238 -1.99 890 -1.00 0.0866
2021-02-09 2020-12-31 13F DOMINION RES COM 25746U109 11,956 -758 -5.96 899 -10.46 0.0901
2020-11-02 2020-09-30 13F DOMINION RES COM 25746U109 12,714 -844 -6.23 1,004 -8.73 0.1110
2020-08-04 2020-06-30 13F DOMINION RES COM 25746U109 13,558 -1,656 -10.88 1,100 0.18 0.1272
2020-05-14 2020-03-31 13F DOMINION RES COM 25746U109 15,214 -1,080 -6.63 1,098 -18.61 0.1481
2020-02-11 2019-12-31 13F DOMINION ENERGY COMMON STOCK 25746U109 16,294 -1,625 -9.07 1,349 -7.09 0.1476
2019-11-07 2019-09-30 13F DOMINION ENERGY COMMON STOCK 25746U109 17,919 226 1.28 1,452 6.14 0.1686
2019-08-01 2019-06-30 13F DOMINION ENERGY COMMON STOCK 25746U109 17,693 -225 -1.26 1,368 -0.44 0.1591
2019-05-10 2019-03-31 13F DOMINION ENERGY COMMON STOCK 25746U109 17,918 -340 -1.86 1,374 5.29 0.1647
2019-02-13 2018-12-31 13F DOMINION ENERGY COMMON STOCK 25746U109 18,258 -333 -1.79 1,305 -0.15 0.1736
2018-11-14 2018-09-30 13F DOMINION ENERGY COMMON STOCK 25746U109 18,591 -656 -3.41 1,307 -0.38 0.1483
2018-08-10 2018-06-30 13F DOMINION ENERGY COMMON STOCK 25746U109 19,247 -430 -2.19 1,312 -1.13 0.1582
2018-04-06 2018-03-31 13F DOMINION ENERGY COMMON STOCK 25746U109 19,677 -2,988 -13.18 1,327 -27.76 0.1626
2018-01-17 2017-12-31 13F DOMINION ENERGY COMMON STOCK 25746U109 22,665 -591 -2.54 1,837 2.68 0.2139
2017-10-11 2017-09-30 13F DOMINION ENERGY COMMON STOCK 25746U109 23,256 -1,394 -5.66 1,789 -5.29 0.2164
2017-07-10 2017-06-30 13F DOMINION ENERGY COMMON STOCK 25746U109 24,650 -234 -0.94 1,889 -2.18 0.2266
2017-04-07 2017-03-31 13F DOMINION RESOURCES COMMON STOCK 25746U109 24,884 -607 -2.38 1,931 -1.08 0.2257
2017-01-19 2016-12-31 13F DOMINION RESOURCES COMMON STOCK 25746U109 25,491 -555 -2.13 1,952 0.93 0.2154
2016-10-14 2016-09-30 13F DOMINION RESOURCES COMMON STOCK 25746U109 26,046 29 0.11 1,934 -4.64 0.2190
2016-07-19 2016-06-30 13F DOMINION RESOURCES COMMON STOCK 25746U109 26,017 294 1.14 2,028 4.97 0.2358
2016-04-08 2016-03-31 13F DOMINION RESOURCES COMMON STOCK 25746U109 25,723 -138 -0.53 1,932 10.46 0.2356
2016-01-11 2015-12-31 13F DOMINION RESOURCES COMMON STOCK 25746U109 25,861 320 1.25 1,749 -2.67 0.2198
2015-10-16 2015-09-30 13F DOMINION RESOURCES COMMON STOCK 25746U109 25,541 -540 -2.07 1,797 3.04 0.2384
2015-07-20 2015-06-30 13F DOMINION RESOURCES COMMON STOCK 25746U109 26,081 -458 -1.73 1,744 -7.23 0.2120
2015-04-07 2015-03-31 13F DOMINION RESOURCES COMMON STOCK 25746U109 26,539 -832 -3.04 1,880 -10.69 0.2279
2015-01-14 2014-12-31 13F DOMINION RESOURCES COMMON STOCK 25746U109 27,371 -525 -1.88 2,105 9.18 0.2629
2014-10-21 2014-09-30 13F DOMINION RESOURCES COMMON STOCK 25746U109 27,896 -220 -0.78 1,928 -4.13 0.2474
2014-07-09 2014-06-30 13F DOMINION RESOURCES COMMON STOCK 25746U109 28,116 -769 -2.66 2,011 -1.95 0.2520
2014-04-28 2014-03-31 13F DOMINION RESOURCES COMMON STOCK 25746U109 28,885 -184 -0.63 2,051 9.04 0.2635
2014-01-15 2013-12-31 13F DOMINION RESOURCES COMMON STOCK 25746U109 29,069 -720 -2.42 1,881 1.07 0.2443
2013-10-23 2013-09-30 13F DOMINION RESOURCES COMMON STOCK 25746U109 29,789 -1,640 -5.22 1,861 4.20 0.2609
2013-07-25 2013-06-30 13F DOMINION RESOURCES COMMON STOCK 25746U109 31,429 2,500 8.64 1,786 6.12 0.2585
2013-05-28 2013-03-31 13F DOMINION RESOURCES COMMON STOCK 25746U109 28,929 28,929 1,683 0.2570
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.