Dominion Energy, Inc.
IT ˙ BIT ˙ US25746U1097
55,30 € 0,00 (0,00%)
2026-06-05
DEL PRIS
SecurityIT:1D / Dominion Energy, Inc.
InstitutionUmb Bank N A/mo
Latest Disclosed Ownership12,758 shares
Latest Disclosed Value $ 788,699
Umb Bank N A/mo reports 2.63% decrease in ownership of 1D / Dominion Energy, Inc.

On May 11, 2026 - Umb Bank N A/mo filed a 13F-HR form disclosing ownership of 12,758 shares of Dominion Energy, Inc. (IT:1D) valued at $657,165 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 13,103 shares of Dominion Energy, Inc.. This represents a change in shares of -2.63% during the quarter. The current value of the position is $705,517 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)
2026-05-11 2026-03-31 13F DOMINION ENERGY COM 25746U109 12,758 -345 -2.63 789 2.74 0.0099
2026-02-13 2025-12-31 13F DOMINION ENERGY COM 25746U109 13,103 -345 -2.57 768 -6.69 0.0102
2025-11-04 2025-09-30 13F DOMINION ENERGY COM 25746U109 13,448 -111 -0.82 823 7.31 0.0121
2025-07-11 2025-06-30 13F/A-01 DOMINION ENERGY COM 25746U109 13,559 -866 -6.00 766 -5.20 0.0119
2025-07-10 2025-06-30 13F DOMINION ENERGY COM 25746U109 14,425 0 809 0.0117
2025-04-14 2025-03-31 13F DOMINION ENERGY COM 25746U109 14,425 -2,848 -16.49 809 -13.12 0.0133
2025-01-16 2024-12-31 13F DOMINION RES COM 25746U109 17,273 649 3.90 930 -3.12 0.0147
2024-10-09 2024-09-30 13F DOMINION RES COM 25746U109 16,624 -785 -4.51 961 12.54 0.0150
2024-07-29 2024-06-30 13F DOMINION RES COM 25746U109 17,409 -4,142 -19.22 853 -19.53 0.0140
2024-04-26 2024-03-31 13F DOMINION RES COM 25746U109 21,551 -7,119 -24.83 1,060 -21.31 0.0168
2024-01-23 2023-12-31 13F DOMINION RES COM 25746U109 28,670 -2,099 -6.82 1,347 -1.97 0.0197
2023-10-18 2023-09-30 13F DOMINION RES COM 25746U109 30,769 -5,580 -15.35 1,374 -26.99 0.0221
2023-07-25 2023-06-30 13F DOMINION RES COM 25746U109 36,349 595 1.66 1,883 -5.85 0.0286
2023-04-11 2023-03-31 13F DOMINION RES COM 25746U109 35,754 -2,057 -5.44 1,999 99,850.00 0.0320
2023-01-10 2022-12-31 13F DOMINION RES COM 25746U109 37,811 -23,219 -38.05 2 -99.95 0.0366
2022-10-13 2022-09-30 13F DOMINION RES COM 25746U109 61,030 -870 -1.41 4,218 -14.62 0.0711
2022-07-20 2022-06-30 13F DOMINION RES COM 25746U109 61,900 -851 -1.36 4,940 -7.35 0.0769
2022-04-22 2022-03-31 13F DOMINION RES COM 25746U109 62,751 -722 -1.14 5,332 6.92 0.0706
2022-02-09 2021-12-31 13F DOMINION RES COM 25746U109 63,473 11,052 21.08 4,987 30.31 0.0630
2021-10-18 2021-09-30 13F Dominion Energy COMMON 25746U109 52,421 -889 -1.67 3,827 -2.42 0.0861
2021-07-26 2021-06-30 13F Dominion Energy COMMON 25746U109 53,310 -5,776 -9.78 3,922 -12.63 0.0898
2021-04-15 2021-03-31 13F Dominion Energy COMMON 25746U109 59,086 -12,194 -17.11 4,489 -16.25 0.1097
2021-02-04 2020-12-31 13F Dominion Energy COMMON 25746U109 71,280 -50,019 -41.24 5,360 -45.57 0.1443
2020-10-16 2020-09-30 13F Dominion Energy COMMON 25746U109 121,299 0 0.00 9,847 0.00 0.3052
2020-07-16 2020-06-30 13F Dominion Energy COMMON 25746U109 121,299 -778 -0.64 9,847 11.73 0.3052
2020-05-26 2020-03-31 13F Dominion Energy COMMON 25746U109 122,077 -1,734 -1.40 8,813 -14.05 0.3158
2020-01-31 2019-12-31 13F Dominion Energy COMMON 25746U109 123,811 4,650 3.90 10,254 6.18 0.2824
2019-10-30 2019-09-30 13F Dominion Energy COMMON 25746U109 119,161 475 0.40 9,657 5.24 0.2319
2019-07-30 2019-06-30 13F Dominion Energy COMMON 25746U109 118,686 2,737 2.36 9,176 3.24 0.2252
2019-04-30 2019-03-31 13F Dominion Energy COMMON 25746U109 115,949 5,952 5.41 8,888 13.08 0.2710
2019-01-24 2018-12-31 13F Dominion Energy COMMON 25746U109 109,997 11,627 11.82 7,860 13.70 0.2400
2018-10-22 2018-09-30 13F Dominion Energy COMMON 25746U109 98,370 2,951 3.09 6,913 6.26 0.2054
2018-07-31 2018-06-30 13F Dominion Energy COMMON 25746U109 95,419 6,958 7.87 6,506 9.07 0.2066
2018-04-25 2018-03-31 13F Dominion Energy COMMON 25746U109 88,461 6,618 8.09 5,965 -10.10 0.1926
2018-01-22 2017-12-31 13F Dominion Energy COMMON 25746U109 81,843 -1,488 -1.79 6,635 3.51 0.2163
2017-10-11 2017-09-30 13F Dominion Energy COMMON 25746U109 83,331 4,755 6.05 6,410 6.44 0.2204
2017-08-02 2017-06-30 13F Dominion Energy COMMON 25746U109 78,576 1,265 1.64 6,022 0.42 0.2108
2017-04-24 2017-03-31 13F Dominion Resources COMMON 25746U109 77,311 16,279 26.67 5,997 28.31 0.2098
2017-01-18 2016-12-31 13F Dominion Resources COMMON 25746U109 61,032 6,479 11.88 4,674 15.38 0.1720
2016-10-28 2016-09-30 13F Dominion Resources COMMON 25746U109 54,553 3,611 7.09 4,051 2.04 0.1632
2016-07-26 2016-06-30 13F Dominion Resources COMMON 25746U109 50,942 -223 -0.44 3,970 3.30 0.1670
2016-04-20 2016-03-31 13F Dominion Resources COMMON 25746U109 51,165 -3,414 -6.26 3,843 4.09 0.1638
2016-01-19 2015-12-31 13F Dominion Resources COMMON 25746U109 54,579 78 0.14 3,692 -3.75 0.1608
2015-10-28 2015-09-30 13F Dominion Resources COMMON 25746U109 54,501 -19 -0.03 3,836 5.24 0.2253
2015-07-20 2015-06-30 13F Dominion Resources COMMON 25746U109 54,520 -276 -0.50 3,645 -6.13 0.1669
2015-04-17 2015-03-31 13F Dominion Resources COMMON 25746U109 54,796 3,320 6.45 3,883 -1.92 0.1751
2015-01-23 2014-12-31 13F Dominion Resources COMMON 25746U109 51,476 -1,728 -3.25 3,959 7.70 0.1771
2014-10-21 2014-09-30 13F Dominion Resources COMMON 25746U109 53,204 -298 -0.56 3,676 -3.92 0.1794
2014-07-18 2014-06-30 13F Dominion Resources COMMON 25746U109 53,502 -261 -0.49 3,826 0.26 0.1817
2014-04-30 2014-03-31 13F Dominion Resources COMMON 25746U109 53,763 11,140 26.14 3,816 38.36 0.2137
2014-02-05 2013-12-31 13F Dominion Resources COMMON 25746U109 42,623 -1,140 -2.60 2,758 0.88 0.1513
2013-11-05 2013-09-30 13F/A-1 Dominion Resources COMMON 25746U109 43,763 -3,992 -8.36 2,734 0.74 0.1578
2013-11-01 2013-09-30 13F Dominion Resources COMMON 25746U109 47,755 2,714
2013-08-13 2013-06-30 13F Dominion Resources COMMON 25746U109 47,755 47,755 2,714 0.1591
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.