Dominion Energy, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership92,983 shares
Latest Disclosed Value $ 5,748,204
Mercer Global Advisors Inc /adv reports 13.31% decrease in ownership of D / Dominion Energy, Inc.

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 92,983 shares of Dominion Energy, Inc. (MX:D) valued at $5,748,204 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 107,262 shares of Dominion Energy, Inc.. This represents a change in shares of -13.31% 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 92,983 -14,279 -13.31 5,748 -8.53 0.0085
2026-02-17 2025-12-31 13F DOMINION ENERGY COM 25746U109 107,262 23,348 27.82 6,284 22.42 0.0096
2025-11-14 2025-09-30 13F DOMINION ENERGY COM 25746U109 83,914 3,032 3.75 5,133 12.29 0.0086
2025-08-14 2025-06-30 13F DOMINION ENERGY COM 25746U109 80,882 18,835 30.36 4,571 31.43 0.0093
2025-05-15 2025-03-31 13F DOMINION ENERGY COM 25746U109 62,047 7,035 12.79 3,479 17.42 0.0080
2025-02-14 2024-12-31 13F DOMINION ENERGY COM 25746U109 55,012 -12,847 -18.93 2,963 -24.97 0.0072
2024-11-14 2024-09-30 13F DOMINION ENERGY COM 25746U109 67,859 8,706 14.72 3,948 36.23 0.0092
2024-08-12 2024-06-30 13F DOMINION ENERGY COM 25746U109 59,153 500 0.85 2,898 144,800.00 0.0079
2024-05-15 2024-03-31 13F DOMINION ENERGY COM 25746U109 58,653 17,369 42.07 3 100.00 0.0082
2024-02-15 2023-12-31 13F DOMINION ENERGY COM 25746U109 41,284 -5,505 -11.77 2 -50.00 0.0058
2023-11-15 2023-09-30 13F/A-1 DOMINION ENERGY COM 25746U109 46,789 -916 -1.92 2 0.00 0.0079
2023-11-14 2023-09-30 13F DOMINION ENERGY COM 25746U109 46,789 -916 2 0.0079
2023-08-14 2023-06-30 13F DOMINION ENERGY COM 25746U109 47,705 -8,589 -15.26 2 -33.33 0.0098
2023-05-16 2023-03-31 13F DOMINION ENERGY COM 25746U109 56,294 -6,002 -9.63 3 0.00 0.0143
2023-02-09 2022-12-31 13F DOMINION ENERGY COM 25746U109 62,296 7,867 14.45 4 -99.92 0.0191
2022-11-15 2022-09-30 13F DOMINION ENERGY COM 25746U109 54,429 6,217 12.90 3,762 -2.23 0.0223
2022-08-10 2022-06-30 13F DOMINION ENERGY COM 25746U109 48,212 -377 -0.78 3,848 -6.81 0.0236
2022-05-10 2022-03-31 13F DOMINION ENERGY COM 25746U109 48,589 7,343 17.80 4,129 27.44 0.0243
2022-02-04 2021-12-31 13F DOMINION ENERGY COM 25746U109 41,246 3,597 9.55 3,240 17.82 0.0200
2021-11-10 2021-09-30 13F DOMINION ENERGY COM 25746U109 37,649 10,355 37.94 2,750 36.95 0.0192
2021-08-10 2021-06-30 13F DOMINION ENERGY COM 25746U109 27,294 2,028 8.03 2,008 4.58 0.0154
2021-08-10 2021-03-31 13F/A-1 DOMINION ENERGY COM 25746U109 25,266 -4,434 -14.93 1,920 -14.02 0.0175
2021-05-11 2021-03-31 13F DOMINION ENERGY COM 25746U109 25,266 -4,434 1,920 0.0184
2021-02-12 2020-12-31 13F DOMINION ENERGY COM 25746U109 29,700 -9,624 -24.47 2,233 -28.06 0.0279
2020-12-10 2020-09-30 13F DOMINION ENERGY COM 25746U109 39,324 5,065 14.78 3,104 11.61 0.0467
2020-08-10 2020-06-30 13F DOMINION ENERGY COM 25746U109 34,259 -5,637 -14.13 2,781 -3.44 0.0505
2020-05-18 2020-03-31 13F DOMINION ENERGY COM 25746U109 39,896 -36,214 -47.58 2,880 -54.31 0.0634
2020-02-13 2019-12-31 13F DOMINION ENERGY INC COM COM 25746U109 76,110 -3,593 -4.51 6,303 -2.42 0.1259
2019-11-12 2019-09-30 13F DOMINION ENERGY INC COM COM 25746U109 79,703 356 0.45 6,459 5.28 0.1519
2019-08-14 2019-06-30 13F DOMINION ENERGY INC COM COM 25746U109 79,347 3,482 4.59 6,135 5.48 0.1626
2019-04-23 2019-03-31 13F/A-1 DOMINION ENERGY INC COM COM 25746U109 75,865 75,865 5,816 0.2092
2019-04-12 2019-03-31 13F DOMINION ENERGY INC COM COM 25746U109 64,875 4,636 0.2471
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.