Dominion Energy, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionEvermay Wealth Management Llc
Latest Disclosed Ownership6,238 shares
Latest Disclosed Value $ 385,634
Evermay Wealth Management Llc ownership in D / Dominion Energy, Inc.

On May 11, 2026 - Evermay Wealth Management Llc filed a 13F-HR form disclosing ownership of 6,238 shares of Dominion Energy, Inc. (MX:D) valued at $385,634 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 6,238 shares of Dominion Energy, Inc.. This represents a change in shares of 0.00% 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)
2026-05-11 2026-03-31 13F DOMINION ENERGY COM 25746U109 6,238 0 0.00 386 5.48 0.0428
2026-01-22 2025-12-31 13F DOMINION ENERGY COM 25746U109 6,238 0 0.00 365 -4.20 0.0410
2025-11-05 2025-09-30 13F DOMINION ENERGY COM 25746U109 6,238 0 0.00 382 8.24 0.0436
2025-07-30 2025-06-30 13F DOMINION ENERGY COM 25746U109 6,238 -1,180 -15.91 353 -15.18 0.0434
2025-05-07 2025-03-31 13F DOMINION ENERGY COM 25746U109 7,418 -15 -0.20 416 3.75 0.0546
2025-01-24 2024-12-31 13F DOMINION ENERGY COM 25746U109 7,433 5,831 363.98 400 334.78 0.0606
2024-10-25 2024-09-30 13F DOMINION ENERGY COM 25746U109 1,602 0 0.00 93 17.95 0.0149
2024-08-01 2024-06-30 13F DOMINION ENERGY COM 25746U109 1,602 -200 -11.10 78 -11.36 0.0126
2024-05-14 2024-03-31 13F DOMINION ENERGY COM 25746U109 1,802 130 7.78 89 12.82 0.0134
2024-02-12 2023-12-31 13F DOMINION ENERGY COM 25746U109 1,672 8 0.48 79 5.41 0.0145
2023-11-14 2023-09-30 13F DOMINION ENERGY COM 25746U109 1,664 -1,060 -38.91 74 -47.52 0.0152
2023-08-10 2023-06-30 13F DOMINION ENERGY COM 25746U109 2,724 -24 -0.87 141 -7.84 0.0272
2023-05-15 2023-03-31 13F DOMINION ENERGY COM 25746U109 2,748 -121 -4.22 154 -12.57 0.0310
2023-01-19 2022-12-31 13F DOMINION ENERGY COM 25746U109 2,869 -1,040 -26.61 176 -35.19 0.0358
2022-11-14 2022-09-30 13F DOMINION ENERGY COM 25746U109 3,909 0 0.00 270 -13.46 0.0537
2022-08-15 2022-06-30 13F DOMINION ENERGY COM 25746U109 3,909 -4,860 -55.42 312 -58.12 0.0606
2022-05-16 2022-03-31 13F DOMINION ENERGY COM 25746U109 8,769 -1,500 -14.61 745 -7.68 0.1249
2022-02-14 2021-12-31 13F DOMINION ENERGY COM 25746U109 10,269 -120 -1.16 807 6.32 0.1442
2021-11-12 2021-09-30 13F/A-1 DOMINION ENERGY COM 25746U109 10,389 -250 -2.35 759 -3.07 0.1470
2021-11-12 2021-09-30 13F DOMINION ENERGY COM 25746U109 10,639 0 783 0.1450
2021-08-13 2021-06-30 13F DOMINION ENERGY COM 25746U109 10,639 -1,000 -8.59 783 -11.43 0.1450
2021-05-10 2021-03-31 13F DOMINION ENERGY COM 25746U109 11,639 -965 -7.66 884 -6.75 0.1767
2021-02-16 2020-12-31 13F DOMINION ENERGY COM 25746U109 12,604 0 0.00 948 -4.72 0.2090
2020-11-05 2020-09-30 13F DOMINION ENERGY COM 25746U109 12,604 -7,281 -36.62 995 -38.35 0.2444
2020-07-20 2020-06-30 13F DOMINION ENERGY COM 25746U109 19,885 800 4.19 1,614 17.13 0.4247
2020-04-24 2020-03-31 13F DOMINION ENERGY COM 25746U109 19,085 4,661 32.31 1,378 15.31 0.4182
2020-02-11 2019-12-31 13F DOMINION ENERGY COM 25746U109 14,424 850 6.26 1,195 8.64 0.2938
2019-10-29 2019-09-30 13F DOMINION ENERGY COM 25746U109 13,574 -100 -0.73 1,100 4.07 0.2998
2019-07-23 2019-06-30 13F DOMINION ENERGY COM 25746U109 13,674 41 0.30 1,057 1.15 0.2936
2019-05-03 2019-03-31 13F DOMINION ENERGY COM 25746U109 13,633 3,938 40.62 1,045 50.79 0.2955
2019-01-24 2018-12-31 13F DOMINION ENERGY COM 25746U109 9,695 2,600 36.65 693 38.88 0.2244
2018-10-29 2018-09-30 13F DOMINION ENERGY COM 25746U109 7,095 -500 -6.58 499 -3.67 0.1558
2018-08-03 2018-06-30 13F DOMINION ENERGY COM 25746U109 7,595 -569 -6.97 518 -5.82 0.1725
2018-05-04 2018-03-31 13F DOMINION ENERGY COM 25746U109 8,164 1,820 28.69 550 7.00 0.1896
2018-02-07 2017-12-31 13F DOMINION ENERGY COM 25746U109 6,344 3,694 139.40 514 151.96 0.1882
2017-10-23 2017-09-30 13F DOMINION ENERGY COM 25746U109 2,650 0 0.00 204 0.49 0.0886
2017-08-01 2017-06-30 13F DOMINION ENERGY COM 25746U109 2,650 0 0.00 203 -1.46 0.0900
2017-05-10 2017-03-31 13F DOMINION RES INC VA COM 25746U109 2,650 2,650 206 0.0922
2016-05-09 2016-03-31 13F DOMINION RES INC VA COM 25746U109 0 0 0 0.0000
2016-02-05 2015-12-31 13F DOMINION RES INC VA COM 25746U109 0 -3,565 -100.00 0 -100.00
2015-11-03 2015-09-30 13F DOMINION RES INC VA COM 25746U109 3,565 0 0.00 251 5.46 0.1504
2015-08-06 2015-06-30 13F DOMINION RES INC VA COM 25746U109 3,565 -723 -16.86 238 -21.71 0.1416
2015-04-30 2015-03-31 13F DOMINION RES INC VA COM 25746U109 4,288 4,288 304 0.1798
2015-02-04 2014-12-31 13F DOMINION RES INC VA COM 25746U109 0 -5,431 -100.00 0 -100.00
2014-11-04 2014-09-30 13F DOMINION RES INC VA COM 25746U109 5,431 -2 -0.04 375 -3.60 0.3220
2014-08-06 2014-06-30 13F DOMINION RES INC VA COM 25746U109 5,433 2,200 68.05 389 69.13 0.3366
2014-05-09 2014-03-31 13F DOMINION RES INC VA COM 25746U109 3,233 3,233 230 0.2450
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.