Dominion Energy, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionBoston Private Wealth Llc
Latest Disclosed Ownership3,769 shares
Latest Disclosed Value $ 233,000
Boston Private Wealth Llc reports 3.18% increase in ownership of D / Dominion Energy, Inc.

On April 17, 2026 - Boston Private Wealth Llc filed a 13F-HR form disclosing ownership of 3,769 shares of Dominion Energy, Inc. (MX:D) valued at $233,000 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 3,653 shares of Dominion Energy, Inc.. This represents a change in shares of 3.18% 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)
2026-04-17 2026-03-31 13F DOMINION ENERGY INC COM COM 25746U109 3,769 116 3.18 233 8.88 0.0041
2026-02-04 2025-12-31 13F DOMINION ENERGY INC COM COM 25746U109 3,653 -1,437 -28.23 214 -31.19 0.0126
2025-11-06 2025-09-30 13F DOMINION ENERGY INC COM COM 25746U109 5,090 421 9.02 311 18.25 0.0168
2025-08-14 2025-06-30 13F DOMINION ENERGY INC COM COM 25746U109 4,669 -1,417 -23.28 264 -22.87 0.0141
2025-05-14 2025-03-31 13F DOMINION ENERGY INC COM COM 25746U109 6,086 403 7.09 341 11.44 0.0140
2025-02-05 2024-12-31 13F DOMINION ENERGY INC COM COM 25746U109 5,683 5,683 306 0.0057
2024-10-18 2024-09-30 13F DOMINION ENERGY INC COM COM 25746U109 0 -6,545 -100.00 0 -100.00
2024-08-06 2024-06-30 13F DOMINION ENERGY INC COM COM 25746U109 6,545 -1,838 -21.93 321 -22.33 0.0079
2024-05-15 2024-03-31 13F DOMINION ENERGY INC COM COM 25746U109 8,383 -325 -3.73 412 0.73 0.0092
2024-01-30 2023-12-31 13F DOMINION ENERGY INC COM COM 25746U109 8,708 1,738 24.94 409 31.51 0.0100
2023-10-23 2023-09-30 13F DOMINION ENERGY INC COM COM 25746U109 6,970 -965 -12.16 311 -24.15 0.0068
2023-07-24 2023-06-30 13F DOMINION ENERGY INC COM COM 25746U109 7,935 -4,042 -33.75 411 -38.71 0.0074
2023-05-12 2023-03-31 13F DOMINION ENERGY INC COM COM 25746U109 11,977 -3,118 -20.66 670 -27.68 0.0094
2023-02-10 2022-12-31 13F Dominion Energy COM 25746U109 15,095 -13,584 -47.37 926 -53.33 0.0125
2022-11-09 2022-09-30 13F Dominion Energy COM 25746U109 28,679 6,164 27.38 1,982 10.29 0.0289
2022-08-16 2022-06-30 13F Dominion Energy COM 25746U109 22,515 378 1.71 1,797 -4.47 0.0276
2022-05-13 2022-03-31 13F Dominion Energy COM 25746U109 22,137 -3,685 -14.27 1,881 -7.29 0.0252
2022-02-15 2021-12-31 13F Dominion Energy COM 25746U109 25,822 -1,569 -5.73 2,029 1.45 0.0333
2021-11-09 2021-09-30 13F Dominion Energy COM 25746U109 27,391 302 1.11 2,000 0.35 0.0257
2021-08-13 2021-06-30 13F Dominion Energy COM 25746U109 27,089 -4,616 -14.56 1,993 -17.23 0.0253
2021-05-11 2021-03-31 13F Dominion Energy COM 25746U109 31,705 -103,874 -76.62 2,408 -76.38 0.0335
2021-02-10 2020-12-31 13F Dominion Resources COM 25746U109 135,579 -3,754 -2.69 10,195 -7.29 0.1496
2020-11-10 2020-09-30 13F Dominion Resources COM 25746U109 139,333 -7,396 -5.04 10,997 -7.67 0.1814
2020-08-05 2020-06-30 13F Dominion Resources COM 25746U109 146,729 9,705 7.08 11,911 20.41 0.2214
2020-05-11 2020-03-31 13F Dominion Resources COM 25746U109 137,024 10,007 7.88 9,892 -5.96 0.2401
2020-02-13 2019-12-31 13F Dominion Resources COM 25746U109 127,017 2,603 2.09 10,519 4.33 0.1915
2019-11-01 2019-09-30 13F Dominion Resources COM 25746U109 124,414 -361 -0.29 10,082 4.50 0.2007
2019-07-10 2019-06-30 13F Dominion Resources COM 25746U109 124,775 11,213 9.87 9,648 10.82 0.3241
2019-05-14 2019-03-31 13F Dominion Resources COM 25746U109 113,562 -4,482 -3.80 8,706 3.20 0.3439
2019-02-14 2018-12-31 13F Dominion Resources COM 25746U109 118,044 1,421 1.22 8,436 2.90 0.3599
2018-11-13 2018-09-30 13F Dominion Resources COM 25746U109 116,623 -2,072 -1.75 8,198 1.30 0.2899
2018-08-14 2018-06-30 13F Dominion Resources COM 25746U109 118,695 -1,610 -1.34 8,093 -0.23 0.3103
2018-05-11 2018-03-31 13F Dominion Resources COM 25746U109 120,305 1,305 1.10 8,112 -15.90 0.3112
2018-02-13 2017-12-31 13F Dominion Resources COM 25746U109 119,000 5,093 4.47 9,646 10.08 0.3629
2017-11-13 2017-09-30 13F Dominion Resources COM 25746U109 113,907 1,739 1.55 8,763 1.95 0.3370
2017-08-04 2017-06-30 13F Dominion Resources COM 25746U109 112,168 2,021 1.83 8,595 0.59 0.3372
2017-05-11 2017-03-31 13F Dominion Resources COM 25746U109 110,147 -3,613 -3.18 8,545 -1.93 0.3404
2017-02-15 2016-12-31 13F Dominion Resources COM 25746U109 113,760 28,652 33.67 8,713 37.84 0.3605
2016-11-15 2016-09-30 13F/A-1 Dominion Resources COM 25746U109 85,108 3,351 4.10 6,321 -0.78 0.2571
2016-11-14 2016-09-30 13F Dominion Resources COM 25746U109 81,757 0 6,371 0.2599
2016-08-01 2016-06-30 13F Dominion Resources COM 25746U109 81,757 -663 -0.80 6,371 2.89 0.2599
2016-05-13 2016-03-31 13F Dominion Resources COM 25746U109 82,420 -6,714 -7.53 6,192 2.70 0.2521
2016-02-12 2015-12-31 13F Dominion Resources COM 25746U109 89,134 -20,346 -18.58 6,029 -21.75 0.2378
2015-11-12 2015-09-30 13F Dominion Resources COM 25746U109 109,480 -30,632 -21.86 7,705 -17.76 0.2987
2015-08-13 2015-06-30 13F Dominion Resources COM 25746U109 140,112 -7,159 -4.86 9,369 -10.23 0.3100
2015-05-12 2015-03-31 13F Dominion Resources COM 25746U109 147,271 -8,165 -5.25 10,437 -12.68 0.3370
2015-02-10 2014-12-31 13F Dominion Resources COM 25746U109 155,436 155,436 11,953 0.3865
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.