Dominion Energy, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionGlobal Retirement Partners, LLC
Latest Disclosed Ownership25,571 shares
Latest Disclosed Value $ 1,498,211
Global Retirement Partners, LLC reports 80.45% increase in ownership of D / Dominion Energy, Inc.

On February 6, 2026 - Global Retirement Partners, LLC filed a 13F-HR form disclosing ownership of 25,571 shares of Dominion Energy, Inc. (MX:D) valued at $1,498,211 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 21, 2025 disclosing 14,171 shares of Dominion Energy, Inc.. This represents a change in shares of 80.45% 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)
2026-02-06 2025-12-31 13F DOMINION ENERGY COM 25746U109 25,571 11,400 80.45 1,498 72.98 0.0266
2025-10-21 2025-09-30 13F DOMINION ENERGY COM 25746U109 14,171 1,154 8.87 867 17.82 0.0194
2025-08-12 2025-06-30 13F DOMINION ENERGY COM 25746U109 13,017 -914 -6.56 736 -2.00 0.0182
2025-01-31 2024-12-31 13F DOMINION ENERGY COM 25746U109 13,931 -492 -3.41 750 -9.96 0.0215
2024-10-16 2024-09-30 13F DOMINION ENERGY COM 25746U109 14,423 -2,412 -14.33 834 1.09 0.0252
2024-07-23 2024-06-30 13F DOMINION ENERGY COM 25746U109 16,835 4,599 37.59 825 37.10 0.0258
2024-04-23 2024-03-31 13F DOMINION ENERGY COM 25746U109 12,236 -303 -2.42 602 2.56 0.0224
2024-01-18 2023-12-31 13F DOMINION ENERGY COM 25746U109 12,539 -9,051 -41.92 586 -35.32 0.0245
2023-10-13 2023-09-30 13F DOMINION ENERGY COM 25746U109 21,590 -1,267 -5.54 906 -23.42 0.0457
2023-07-20 2023-06-30 13F DOMINION ENERGY COM 25746U109 22,857 1,158 5.34 1,184 -2.15 0.0578
2023-05-08 2023-03-31 13F DOMINION ENERGY COM 25746U109 21,699 4,372 25.23 1,210 13.84 0.0643
2023-02-13 2022-12-31 13F DOMINION ENERGY COM 25746U109 17,327 -13,306 -43.44 1,062 -50.44 0.0730
2022-11-03 2022-09-30 13F DOMINION ENERGY COM 25746U109 30,633 2,470 8.77 2,143 -4.67 0.1622
2022-07-15 2022-06-30 13F DOMINION ENERGY COM 25746U109 28,163 1,770 6.71 2,248 0.31 0.1805
2022-07-14 2022-03-31 13F DOMINION ENERGY COM 25746U109 26,393 26,393 2,241 0.1761
2022-01-21 2021-12-31 13F DOMINION ENERGY COM 25746U109 0 -15,131 -100.00 0 -100.00
2021-10-22 2021-09-30 13F DOMINION ENERGY COM 25746U109 15,131 164 1.10 1,105 0.36 0.1093
2021-07-15 2021-06-30 13F DOMINION ENERGY COM 25746U109 14,967 377 2.58 1,101 -0.63 0.1128
2021-04-14 2021-03-31 13F DOMINION ENERGY COM 25746U109 14,590 -775 -5.04 1,108 -4.07 0.1297
2021-01-13 2020-12-31 13F DOMINION ENERGY COM 25746U109 15,365 423 2.83 1,155 -2.04 0.1447
2020-10-09 2020-09-30 13F DOMINION ENERGY COM 25746U109 14,942 79 0.53 1,179 -2.32 0.1726
2020-07-13 2020-06-30 13F DOMINION ENERGY COM 25746U109 14,863 -636 -4.10 1,207 7.86 0.1926
2020-04-28 2020-03-31 13F DOMINION ENERGY COM 25746U109 15,499 -1,140 -6.85 1,119 -18.80 0.2117
2020-01-23 2019-12-31 13F DOMINION ENERGY COM 25746U109 16,639 501 3.10 1,378 5.35 0.2111
2019-11-19 2019-09-30 13F DOMINION ENERGY COM 25746U109 16,138 3,190 24.64 1,308 30.67 0.2150
2019-11-19 2019-06-30 13F DOMINION ENERGY COM 25746U109 12,948 7,708 147.10 1,001 149.00 0.1917
2019-05-07 2019-03-31 13F DOMINION ENERGY COM 25746U109 5,240 274 5.52 402 13.24 0.0972
2019-02-22 2018-12-31 13F DOMINION ENERGY COM 25746U109 4,966 415 9.12 355 10.94 0.0907
2018-10-17 2018-09-30 13F DOMINION ENERGY COM 25746U109 4,551 2 0.04 320 3.23 0.0723
2018-08-13 2018-06-30 13F DOMINION ENERGY COM 25746U109 4,549 389 9.35 310 10.71 0.0784
2018-08-10 2018-03-31 13F DOMINION ENERGY COM 25746U109 4,160 -1 -0.02 280 -16.91 0.0772
2018-08-13 2017-12-31 13F DOMINION ENERGY COM 25746U109 4,161 3,607 651.08 337 683.72 0.0926
2018-08-10 2017-09-30 13F DOMINION ENERGY COM 25746U109 554 36 6.95 43 7.50 0.0178
2018-08-10 2017-06-30 13F DOMINION ENERGY COM 25746U109 518 59 12.85 40 11.11 0.0188
2018-08-10 2017-03-31 13F DOMINION RES INC VA COM 25746U109 459 -251 -35.35 36 -33.33 0.0201
2018-08-10 2016-12-31 13F DOMINION RES INC VA COM 25746U109 710 710 54 0.0363
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.