Dominion Energy, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership1,206,670 shares
Latest Disclosed Value $ 74,596,307
First Trust Advisors Lp reports 25.47% decrease in ownership of D / Dominion Energy, Inc.

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 1,206,670 shares of Dominion Energy, Inc. (MX:D) valued at $74,596,307 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,619,143 shares of Dominion Energy, Inc.. This represents a change in shares of -25.47% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-13 2026-03-31 13F DOMINION ENERGY COM 25746U109 1,206,670 -412,473 -25.47 74,596 -21.37 0.0532
2026-02-13 2025-12-31 13F DOMINION ENERGY COM 25746U109 1,619,143 267,288 19.77 94,866 14.72 0.0689
2025-11-12 2025-09-30 13F DOMINION ENERGY COM 25746U109 1,351,855 -49,283 -3.52 82,693 4.42 0.0614
2025-08-13 2025-06-30 13F DOMINION ENERGY COM 25746U109 1,401,138 -338,669 -19.47 79,192 -18.82 0.0637
2025-05-14 2025-03-31 13F DOMINION ENERGY COM 25746U109 1,739,807 609,738 53.96 97,551 60.27 0.0864
2025-02-13 2024-12-31 13F DOMINION ENERGY COM 25746U109 1,130,069 815,326 259.04 60,866 234.64 0.0537
2024-11-13 2024-09-30 13F DOMINION ENERGY COM 25746U109 314,743 -69,558 -18.10 18,189 -3.41 0.0173
2024-08-13 2024-06-30 13F DOMINION ENERGY COM 25746U109 384,301 26,015 7.26 18,831 6.84 0.0192
2024-05-13 2024-03-31 13F DOMINION ENERGY COM 25746U109 358,286 -122,928 -25.55 17,624 -22.08 0.0179
2024-02-13 2023-12-31 13F DOMINION ENERGY COM 25746U109 481,214 153,594 46.88 22,617 54.55 0.0247
2023-11-13 2023-09-30 13F DOMINION ENERGY COM 25746U109 327,620 -1,202,678 -78.59 14,635 -81.54 0.0173
2023-08-14 2023-06-30 13F DOMINION ENERGY COM 25746U109 1,530,298 114,769 8.11 79,254 0.14 0.0901
2023-05-15 2023-03-31 13F DOMINION ENERGY COM 25746U109 1,415,529 117,163 9.02 79,142 -0.60 0.0914
2023-02-09 2022-12-31 13F DOMINION ENERGY COM 25746U109 1,298,366 385,437 42.22 79,617 26.19 0.0947
2022-11-14 2022-09-30 13F DOMINION ENERGY COM 25746U109 912,929 -92,826 -9.23 63,092 -21.40 0.0818
2022-08-12 2022-06-30 13F DOMINION ENERGY COM 25746U109 1,005,755 96,938 10.67 80,269 3.95 0.0991
2022-05-13 2022-03-31 13F DOMINION ENERGY COM 25746U109 908,817 -32,190 -3.42 77,222 4.46 0.0790
2022-02-08 2021-12-31 13F DOMINION ENERGY COM 25746U109 941,007 31,522 3.47 73,925 11.31 0.0719
2021-11-15 2021-09-30 13F DOMINION ENERGY COM 25746U109 909,485 28,458 3.23 66,411 2.43 0.0714
2021-10-12 2021-06-30 13F/A-1 DOMINION ENERGY COM 25746U109 881,027 -348,307 -28.33 64,833 -30.60 0.0702
2021-08-16 2021-06-30 13F DOMINION ENERGY COM 25746U109 1,507,110 277,776 110,878 0.1144
2021-05-14 2021-03-31 13F DOMINION ENERGY COM 25746U109 1,229,334 -80,215 -6.13 93,416 -5.14 0.1131
2021-02-02 2020-12-31 13F DOMINION ENERGY COM 25746U109 1,309,549 132,576 11.26 98,478 6.01 0.1305
2020-11-05 2020-09-30 13F DOMINION ENERGY COM 25746U109 1,176,973 132,565 12.69 92,898 9.57 0.1488
2020-07-22 2020-06-30 13F DOMINION ENERGY COM 25746U109 1,044,408 61,664 6.27 84,785 19.51 0.1470
2020-05-06 2020-03-31 13F DOMINION ENERGY COM 25746U109 982,744 -98,819 -9.14 70,944 -20.80 0.1607
2020-02-03 2019-12-31 13F DOMINION ENERGY COM 25746U109 1,081,563 116,810 12.11 89,575 14.57 0.1530
2019-11-04 2019-09-30 13F DOMINION ENERGY COM 25746U109 964,753 -96,896 -9.13 78,184 -4.75 0.1472
2019-07-30 2019-06-30 13F DOMINION ENERGY COM 25746U109 1,061,649 155,771 17.20 82,087 18.20 0.1548
2019-06-19 2019-03-31 13F/A-1 DOMINION ENERGY COM 25746U109 905,878 35,395 4.07 69,445 11.64 0.1381
2019-05-09 2019-03-31 13F DOMINION ENERGY COM 25746U109 905,878 35,395 69,445
2019-02-07 2018-12-31 13F DOMINION ENERGY COM 25746U109 870,483 105,753 13.83 62,205 15.74 0.1475
2018-10-25 2018-09-30 13F DOMINION ENERGY COM 25746U109 764,730 36,463 5.01 53,745 8.24 0.1001
2018-08-02 2018-06-30 13F DOMINION ENERGY COM 25746U109 728,267 83,169 12.89 49,653 14.15 0.1030
2018-04-23 2018-03-31 13F DOMINION RES INC VA COM 25746U109 645,098 71,718 12.51 43,499 -6.41 0.0999
2018-02-08 2017-12-31 13F DOMINION ENERGY COM 25746U109 573,380 -14,423 -2.45 46,478 2.78 0.1106
2017-10-24 2017-09-30 13F DOMINION ENERGY COM 25746U109 587,803 12,122 2.11 45,220 2.51 0.1163
2017-08-02 2017-06-30 13F DOMINION ENERGY COM 25746U109 575,681 -97,654 -14.50 44,114 -15.54 0.1177
2017-05-02 2017-03-31 13F DOMINION RES INC VA COM 25746U109 673,335 47,476 7.59 52,231 8.96 0.1448
2017-02-06 2016-12-31 13F DOMINION RES INC VA COM 25746U109 625,859 65,329 11.65 47,935 15.14 0.1427
2016-11-01 2016-09-30 13F DOMINION RES INC VA COM 25746U109 560,530 16,308 3.00 41,631 -1.84 0.1243
2016-08-04 2016-06-30 13F DOMINION RES INC VA COM 25746U109 544,222 190,010 53.64 42,411 59.39 0.1336
2016-05-10 2016-03-31 13F DOMINION RES INC VA COM 25746U109 354,212 -3,161 -0.88 26,608 10.07 0.0855
2016-05-04 2015-12-31 13F/A-1 DOMINION RES INC VA COM 25746U109 357,373 129,459 56.80 24,173 50.70 0.0627
2016-02-03 2015-12-31 13F DOMINION RES INC VA COM 25746U109 357,373 24,173
2015-11-05 2015-09-30 13F DOMINION RES INC VA COM 25746U109 227,914 -104,548 -31.45 16,041 -27.85 0.0465
2015-08-04 2015-06-30 13F DOMINION RES INC VA COM 25746U109 332,462 -25,411 -7.10 22,232 -12.34 0.0577
2015-05-04 2015-03-31 13F DOMINION RES INC VA COM 25746U109 357,873 22,302 6.65 25,362 -1.72 0.0745
2015-02-13 2014-12-31 13F DOMINION RES INC VA COM 25746U109 335,571 36,886 12.35 25,805 25.05 0.0871
2014-11-12 2014-09-30 13F DOMINION RES INC VA COM 25746U109 298,685 -2,309 -0.77 20,636 -4.14 0.0812
2014-08-11 2014-06-30 13F DOMINION RES INC VA COM 25746U109 300,994 -446,715 -59.74 21,527 -59.44 0.0894
2014-05-12 2014-03-31 13F DOMINION RES INC VA COM 25746U109 747,709 438,408 141.74 53,080 165.28 0.2333
2014-08-08 2013-12-31 13F/A-1 DOMINION RES INC VA COM 25746U109 309,301 -831,447 -72.89 20,009 -71.93 0.0970
2014-02-13 2013-12-31 13F DOMINION RES INC VA COM 25746U109 1,018,530 65,889
2013-11-12 2013-09-30 13F DOMINION RES INC VA COM 25746U109 1,140,748 -9,768 -0.85 71,274 9.03 0.3863
2013-08-12 2013-06-30 13F DOMINION RES INC VA COM 25746U109 1,150,516 1,150,516 65,372 0.4254
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.