Dominion Energy, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership145,064 shares
Latest Disclosed Value $ 8,967,856
Baird Financial Group, Inc. reports 254.39% increase in ownership of D / Dominion Energy, Inc.

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 145,064 shares of Dominion Energy, Inc. (MX:D) valued at $8,967,856 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 40,934 shares of Dominion Energy, Inc.. This represents a change in shares of 254.39% during the quarter.

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 145,064 104,130 254.39 8,968 273.94 0.0075
2026-02-13 2025-12-31 13F DOMINION ENERGY INC COM COMMON 25746U109 40,934 3,566 9.54 2,398 4.95 0.0037
2025-11-13 2025-09-30 13F DOMINION ENERGY INC COM COMMON 25746U109 37,368 1,426 3.97 2,286 12.51 0.0037
2025-08-13 2025-06-30 13F DOMINION ENERGY INC COM COMMON 25746U109 35,942 -2,742 -7.09 2,031 -6.36 0.0036
2025-05-15 2025-03-31 13F DOMINION ENERGY INC COM COMMON 25746U109 38,684 -9,402 -19.55 2,169 -16.22 0.0042
2025-02-14 2024-12-31 13F DOMINION RES INC VA COMMON 25746U109 48,086 -10,189 -17.48 2,590 -23.11 0.0050
2024-11-14 2024-09-30 13F DOMINION RES INC VA COMMON 25746U109 58,275 -6,909 -10.60 3,368 5.42 0.0065
2024-08-14 2024-06-30 13F DOMINION RES INC VA COMMON 25746U109 65,184 15,694 31.71 3,194 31.22 0.0066
2024-05-14 2024-03-31 13F DOMINION RES INC VA COMMON 25746U109 49,490 -9,004 -15.39 2,434 -11.46 0.0051
2024-02-14 2023-12-31 13F DOMINION RES INC VA COMMON 25746U109 58,494 -27,189 -31.73 2,749 -28.17 0.0063
2023-11-13 2023-09-30 13F DOMINION RES INC VA COMMON 25746U109 85,683 4,716 5.82 3,827 -8.73 0.0104
2023-08-11 2023-06-30 13F DOMINION RES INC VA COMMON 25746U109 80,967 -20,497 -20.20 4,193 -26.08 0.0111
2023-05-15 2023-03-31 13F DOMINION RES INC VA COMMON 25746U109 101,464 -3,015 -2.89 5,673 94,433.33 0.0140
2023-02-13 2022-12-31 13F DOMINION RES INC VA COMMON 25746U109 104,479 -19,848 -15.96 6 -99.93 0.0169
2022-11-15 2022-09-30 13F DOMINION RES INC VA COMMON 25746U109 124,327 -15,295 -10.95 8,592 -22.90 0.0253
2022-08-08 2022-06-30 13F DOMINION RES INC VA COMMON 25746U109 139,622 -4,073 -2.83 11,144 -8.73 0.0309
2022-05-13 2022-03-31 13F DOMINION RES INC VA COMMON 25746U109 143,695 -2,204 -1.51 12,210 6.53 0.0302
2022-02-09 2021-12-31 13F DOMINION ENERGY COMMON 25746U109 145,899 -41 -0.03 11,462 7.55 0.0268
2021-11-12 2021-09-30 13F DOMINION ENERGY COMMON 25746U109 145,940 -19,338 -11.70 10,657 -12.36 0.0273
2021-08-11 2021-06-30 13F DOMINION ENERGY COMMON 25746U109 165,278 30,317 22.46 12,160 18.61 0.0316
2021-05-13 2021-03-31 13F DOMINION ENERGY COMMON 25746U109 134,961 9,774 7.81 10,252 8.90 0.0288
2021-02-11 2020-12-31 13F DOMINION ENERGY COMMON 25746U109 125,187 -1,232 -0.97 9,414 -5.65 0.0281
2020-11-12 2020-09-30 13F DOMINION ENERGY COMMON 25746U109 126,419 -291,663 -69.76 9,978 -70.60 0.0342
2020-10-22 2020-06-30 13F/A-1 DOMINION ENERGY COMMON 25746U109 418,082 219,991 111.06 33,940 137.34 0.1279
2020-08-14 2020-06-30 13F DOMINION ENERGY COMMON 25746U109 187,831 -10,260 15,540 30,796.7494
2020-05-14 2020-03-31 13F DOMINION ENERGY COMMON 25746U109 198,091 12,244 6.59 14,300 -7.09 0.0653
2020-02-14 2019-12-31 13F DOMINION ENERGY COMMON 25746U109 185,847 7,138 3.99 15,392 6.28 0.0553
2019-11-14 2019-09-30 13F DOMINION ENERGY Common 25746U109 178,709 -3,011 -1.66 14,483 3.07 0.0570
2019-08-14 2019-06-30 13F DOMINION ENERGY COMMON 25746U109 181,720 50,906 38.91 14,051 40.12 0.0546
2019-05-14 2019-03-31 13F DOMINION RES INC VA COMMON 25746U109 130,814 11,864 9.97 10,028 17.98 0.0586
2019-02-14 2018-12-31 13F DOMINION RES INC VA COMMON 25746U109 118,950 -39,072 -24.73 8,500 -23.27 0.0577
2018-11-13 2018-09-30 13F Dominion Energy COMMON 25746U109 158,022 -4,914 -3.02 11,078 -0.28 0.0694
2018-08-13 2018-06-30 13F DOMINION RES INC VA COMMON 25746U109 162,936 19,893 13.91 11,109 15.18 0.0754
2018-05-14 2018-03-31 13F DOMINION RES INC VA COMMON 25746U109 143,043 22,459 18.63 9,645 -1.33 0.0679
2018-02-09 2017-12-31 13F DOMINION RES INC VA COMMON 25746U109 120,584 2,551 2.16 9,775 7.65 0.0692
2017-11-14 2017-09-30 13F DOMINION RES INC VA COMMON 25746U109 118,033 6,727 6.04 9,080 6.46 0.0685
2017-08-14 2017-06-30 13F DOMINION RES INC VA COMMON 25746U109 111,306 -1,633 -1.45 8,529 -2.65 0.0668
2017-06-19 2017-03-31 13F/A-1 DOMINION RES INC VA COMMON 25746U109 112,939 -924 -0.81 8,761 0.46 0.0709
2017-05-09 2017-03-31 13F DOMINION RES INC VA COMMON 25746U109 112,939 8,761
2017-02-10 2016-12-31 13F DOMINION RES INC VA COMMON 25746U109 113,863 5,403 4.98 8,721 8.27 0.0757
2016-11-10 2016-09-30 13F DOMINION RES INC VA COMMON 25746U109 108,460 -2,153 -1.95 8,055 -6.44 0.0722
2016-08-11 2016-06-30 13F DOMINION RES INC VA COMMON 25746U109 110,613 -3,554 -3.11 8,609 0.38 0.0790
2016-05-12 2016-03-31 13F DOMINION RES INC VA COMMON 25746U109 114,167 29,082 34.18 8,576 49.02 0.0821
2016-02-11 2015-12-31 13F DOMINION RES INC VA COMMON 25746U109 85,085 -4,449 -4.97 5,755 -8.67 0.0576
2015-11-12 2015-09-30 13F DOMINION RES INC VA COMMON 25746U109 89,534 -2,983 -3.22 6,301 1.84 0.0670
2015-08-14 2015-06-30 13F DOMINION RES INC VA COMMON 25746U109 92,517 92,517 6,187 0.0609
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.