Dominion Energy, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionBragg Financial Advisors, Inc
Latest Disclosed Ownership8,925 shares
Latest Disclosed Value $ 551,749
Bragg Financial Advisors, Inc reports 8.52% decrease in ownership of D / Dominion Energy, Inc.

On May 15, 2026 - Bragg Financial Advisors, Inc filed a 13F-HR form disclosing ownership of 8,925 shares of Dominion Energy, Inc. (MX:D) valued at $551,749 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 9,756 shares of Dominion Energy, Inc.. This represents a change in shares of -8.52% 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)
2026-05-15 2026-03-31 13F DOMINION ENERGY COM 25746U109 8,925 -831 -8.52 552 -3.50 0.0175
2026-02-13 2025-12-31 13F DOMINION ENERGY COM 25746U109 9,756 -1,495 -13.29 572 -17.01 0.0186
2025-11-13 2025-09-30 13F DOMINION ENERGY COM 25746U109 11,251 -3,441 -23.42 688 -17.11 0.0228
2025-08-14 2025-06-30 13F DOMINION ENERGY COM 25746U109 14,692 -5,180 -26.07 830 -25.49 0.0297
2025-05-14 2025-03-31 13F DOMINION ENERGY COM 25746U109 19,872 -4,736 -19.25 1,114 -15.92 0.0458
2025-02-13 2024-12-31 13F DOMINION ENERGY COM 25746U109 24,608 -1,434 -5.51 1,325 -11.90 0.0537
2024-11-14 2024-09-30 13F DOMINION ENERGY COM 25746U109 26,042 -9,343 -26.40 1,505 -13.21 0.0619
2024-08-15 2024-06-30 13F DOMINION ENERGY COM 25746U109 35,385 -47,679 -57.40 1,734 -57.58 0.0774
2024-05-14 2024-03-31 13F/A-1 DOMINION ENERGY COM 25746U109 83,064 -11,723 -12.37 4,086 -8.28 0.1833
2024-05-14 2024-03-31 13F DOMINION ENERGY COM 25746U109 83,064 -11,723 4,086 0.1833
2024-02-14 2023-12-31 13F DOMINION ENERGY COM 25746U109 94,787 -11,916 -11.17 4,455 -6.55 0.2119
2023-11-14 2023-09-30 13F DOMINION ENERGY COM 25746U109 106,703 -1,807 -1.67 4,766 -15.18 0.2517
2023-08-15 2023-06-30 13F DOMINION ENERGY COM 25746U109 108,510 -2,898 -2.60 5,620 -9.78 0.3086
2023-05-15 2023-03-31 13F DOMINION ENERGY COM 25746U109 111,408 2,609 2.40 6,229 -6.64 0.3675
2023-02-15 2022-12-31 13F DOMINION ENERGY COM 25746U109 108,799 -3,415 -3.04 6,672 -13.98 0.4057
2022-11-14 2022-09-30 13F DOMINION ENERGY COM 25746U109 112,214 2,042 1.85 7,755 -11.80 0.5348
2022-08-15 2022-06-30 13F DOMINION ENERGY COM 25746U109 110,172 1,382 1.27 8,793 -4.88 0.5843
2022-05-11 2022-03-31 13F DOMINION ENERGY COM 25746U109 108,790 7,822 7.75 9,244 25.38 0.5387
2022-02-14 2021-12-31 13F DOMINION ENERGY COM 25746U109 100,968 0 0.00 7,373 0.00 0.4726
2021-11-15 2021-09-30 13F DOMINION ENERGY COM 25746U109 100,968 3,228 3.30 7,373 2.53 0.4726
2021-08-16 2021-06-30 13F DOMINION ENERGY COM 25746U109 97,740 3,994 4.26 7,191 0.98 0.4593
2021-05-14 2021-03-31 13F DOMINION ENERGY COM 25746U109 93,746 4,070 4.54 7,121 5.59 0.4795
2021-02-11 2020-12-31 13F DOMINION ENERGY COM 25746U109 89,676 7,134 8.64 6,744 3.51 0.5900
2020-11-13 2020-09-30 13F DOMINION ENERGY COM 25746U109 82,542 5,148 6.65 6,515 3.69 0.6677
2020-08-14 2020-06-30 13F DOMINION ENERGY COM 25746U109 77,394 8,182 11.82 6,283 25.76 0.6995
2020-05-15 2020-03-31 13F DOMINION ENERGY COM 25746U109 69,212 11,164 19.23 4,996 3.91 0.6713
2020-02-14 2019-12-31 13F DOMINION ENERGY COM 25746U109 58,048 4,900 9.22 4,808 11.63 0.5383
2019-11-14 2019-09-30 13F DOMINION ENERGY COM 25746U109 53,148 3,520 7.09 4,307 12.25 0.5236
2019-08-14 2019-06-30 13F DOMINION ENERGY COM 25746U109 49,628 3,890 8.50 3,837 9.44 0.4729
2019-05-13 2019-03-31 13F DOMINION ENERGY COM 25746U109 45,738 7,250 18.84 3,506 27.49 0.4554
2019-02-14 2018-12-31 13F DOMINION ENERGY COM 25746U109 38,488 2,124 5.84 2,750 7.59 0.4134
2018-11-14 2018-09-30 13F DOMINION ENERGY COM 25746U109 36,364 -126 -0.35 2,556 2.73 0.3435
2018-08-14 2018-06-30 13F DOMINION ENERGY COM 25746U109 36,490 144 0.40 2,488 1.51 0.3551
2018-05-14 2018-03-31 13F DOMINION ENERGY COM 25746U109 36,346 510 1.42 2,451 -15.63 0.3586
2018-02-14 2017-12-31 13F DOMINION ENERGY COM 25746U109 35,836 896 2.56 2,905 8.07 0.4172
2017-11-14 2017-09-30 13F DOMINION ENERGY COM 25746U109 34,940 1,081 3.19 2,688 3.58 0.4119
2017-08-14 2017-06-30 13F DOMINION ENERGY COM 25746U109 33,859 1,311 4.03 2,595 2.77 0.4094
2017-05-16 2017-03-31 13F DOMINION RES INC VA COM 25746U109 32,548 -475 -1.44 2,525 -0.16 0.4049
2017-02-14 2016-12-31 13F DOMINION RES INC VA COM 25746U109 33,023 -987 -2.90 2,529 0.12 0.4170
2016-11-14 2016-09-30 13F DOMINION RES INC VA COM 25746U109 34,010 -225 -0.66 2,526 -5.32 0.4512
2016-08-15 2016-06-30 13F DOMINION RES INC VA COM 25746U109 34,235 -56 -0.16 2,668 3.57 0.4809
2016-05-12 2016-03-31 13F DOMINION RES INC VA COM 25746U109 34,291 -180 -0.52 2,576 10.46 0.4953
2016-02-10 2015-12-31 13F DOMINION RES INC VA COM 25746U109 34,471 -280 -0.81 2,332 -4.66 0.4999
2015-11-12 2015-09-30 13F DOMINION RES INC VA COM 25746U109 34,751 -1,277 -3.54 2,446 1.54 0.5851
2015-08-14 2015-06-30 13F DOMINION RES INC VA COM 25746U109 36,028 -45 -0.12 2,409 -5.75 0.5512
2015-05-15 2015-03-31 13F DOMINION RES INC VA COM 25746U109 36,073 435 1.22 2,556 -6.75 0.5888
2015-02-11 2014-12-31 13F DOMINION RES INC VA COM 25746U109 35,638 -615 -1.70 2,741 9.42 0.6648
2014-11-14 2014-09-30 13F DOMINION RES INC VA COM 25746U109 36,253 -1,635 -4.32 2,505 -7.56 0.6326
2014-08-13 2014-06-30 13F DOMINION RES INC VA COM 25746U109 37,888 -1,240 -3.17 2,710 -2.45 0.6494
2014-05-14 2014-03-31 13F DOMINION RES INC VA COM 25746U109 39,128 -495 -1.25 2,778 8.39 0.6789
2014-02-14 2013-12-31 13F DOMINION RES INC VA COM 25746U109 39,623 780 2.01 2,563 5.60 0.6217
2013-11-14 2013-09-30 13F Dominion Res Inc Va Com 257470104 38,843 35 0.09 2,427 10.07 0.6314
2013-08-14 2013-06-30 13F Dominion Res Inc Va Com 257470104 38,808 38,808 2,205 0.6044
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.