Dominion Energy, Inc.
IT ˙ BIT ˙ US25746U1097
55,30 € ↓ -1,36 (-2,40%)
2026-06-03
DEL PRIS
SecurityIT:1D / Dominion Energy, Inc.
InstitutionLeelyn Smith, LLC
Latest Disclosed Ownership49,239 shares
Latest Disclosed Value $ 3,043,934
Leelyn Smith, LLC reports 4.06% increase in ownership of 1D / Dominion Energy, Inc.

On April 27, 2026 - Leelyn Smith, LLC filed a 13F-HR form disclosing ownership of 49,239 shares of Dominion Energy, Inc. (IT:1D) valued at $2,536,301 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 47,316 shares of Dominion Energy, Inc.. This represents a change in shares of 4.06% during the quarter. The current value of the position is $2,722,917 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)
2026-04-27 2026-03-31 13F DOMINION ENERGY COM 25746U109 49,239 1,923 4.06 3,044 9.78 0.4269
2026-01-28 2025-12-31 13F DOMINION ENERGY COM 25746U109 47,316 82 0.17 2,772 -4.05 0.4008
2025-10-30 2025-09-30 13F DOMINION ENERGY COM 25746U109 47,234 1,467 3.21 2,889 11.72 0.4352
2025-07-31 2025-06-30 13F DOMINION ENERGY COM 25746U109 45,767 792 1.76 2,587 2.58 0.4244
2025-05-02 2025-03-31 13F DOMINION ENERGY COM 25746U109 44,975 772 1.75 2,522 5.92 0.4481
2025-02-10 2024-12-31 13F DOMINION ENERGY COM 25746U109 44,203 102 0.23 2,381 -6.59 0.4241
2024-11-12 2024-09-30 13F DOMINION ENERGY COM 25746U109 44,101 1,488 3.49 2,549 22.03 0.4600
2024-08-08 2024-06-30 13F DOMINION ENERGY COM 25746U109 42,613 1,850 4.54 2,088 4.14 0.4036
2024-05-14 2024-03-31 13F DOMINION ENERGY COM 25746U109 40,763 2,735 7.19 2,005 12.20 0.4014
2024-02-09 2023-12-31 13F DOMINION ENERGY COM 25746U109 38,028 -602 -1.56 1,787 3.59 0.3915
2023-11-06 2023-09-30 13F DOMINION ENERGY COM 25746U109 38,630 5,448 16.42 1,726 0.41 0.4211
2023-08-10 2023-06-30 13F DOMINION ENERGY COM 25746U109 33,182 -432 -1.29 1,719 -8.57 0.4151
2023-05-12 2023-03-31 13F DOMINION ENERGY COM 25746U109 33,614 1,363 4.23 1,879 -4.96 0.4810
2023-02-10 2022-12-31 13F DOMINION ENERGY COMMON STOCK 25746U109 32,251 5,313 19.72 1,978 6.18 0.5431
2022-11-14 2022-09-30 13F DOMINION ENERGY COMMON STOCK 25746U109 26,938 -925 -3.32 1,862 -16.28 0.6430
2022-08-09 2022-06-30 13F DOMINION ENERGY COMMON STOCK 25746U109 27,863 1,334 5.03 2,224 -1.33 0.5767
2022-05-11 2022-03-31 13F DOMINION ENERGY COMMON STOCK 25746U109 26,529 1,068 4.19 2,254 12.70 0.5875
2022-02-14 2021-12-31 13F DOMINION ENERGY COMMON STOCK 25746U109 25,461 -329 -1.28 2,000 6.21 0.5349
2021-11-12 2021-09-30 13F DOMINION ENERGY COMMON STOCK 25746U109 25,790 469 1.85 1,883 1.07 0.5452
2021-08-31 2021-06-30 13F DOMINION ENERGY COMMON STOCK 25746U109 25,321 707 2.87 1,863 -0.37 0.5486
2021-05-05 2021-03-31 13F DOMINION ENERGY COMMON STOCK 25746U109 24,614 1,764 7.72 1,870 8.85 0.5566
2021-01-15 2020-12-31 13F DOMINION ENERGY Common Stock 25746U109 22,850 -287 -1.24 1,718 -5.91 0.5493
2020-11-05 2020-09-30 13F Dominion Energy Common Stock 25746U109 23,137 -473 -2.00 1,826 4.40 0.6443
2020-08-06 2020-06-30 13F DOMINION ENERGY Common Stock 25746U109 23,610 93 0.40 1,749 3.00 0.7208
2020-05-06 2020-03-31 13F DOMINION ENERGY Common Stock 25746U109 23,517 1,261 5.67 1,698 -7.82 0.9058
2020-02-06 2019-12-31 13F DOMINION ENERGY COM 25746U109 22,256 22,256 1,842 0.8868
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.