Dominion Energy, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership1,035,413 shares
Latest Disclosed Value $ 64,009,232
Principal Financial Group Inc reports 0.69% decrease in ownership of D / Dominion Energy, Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 1,035,413 shares of Dominion Energy, Inc. (MX:D) valued at $64,009,232 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 1,042,574 shares of Dominion Energy, Inc.. This represents a change in shares of -0.69% 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)
2026-05-04 2026-03-31 13F DOMINION ENERGY COM 25746U109 1,035,413 -7,161 -0.69 64,009 4.79 0.0342
2026-02-02 2025-12-31 13F DOMINION ENERGY COM 25746U109 1,042,574 38,246 3.81 61,084 -0.57 0.0312
2025-11-04 2025-09-30 13F DOMINION ENERGY COM 25746U109 1,004,328 -5,328 -0.53 61,435 7.66 0.0310
2025-08-08 2025-06-30 13F DOMINION ENERGY COM 25746U109 1,009,656 70,331 7.49 57,066 8.35 0.0302
2025-04-28 2025-03-31 13F DOMINION ENERGY COM 25746U109 939,325 -4,335 -0.46 52,668 3.62 0.0296
2025-01-31 2024-12-31 13F DOMINION ENERGY COM 25746U109 943,660 -8,103 -0.85 50,826 -7.59 0.0277
2024-10-31 2024-09-30 13F DOMINION ENERGY COM 25746U109 951,763 41,746 4.59 55,002 23.35 0.0303
2024-07-29 2024-06-30 13F DOMINION ENERGY COM 25746U109 910,017 -15,553 -1.68 44,591 -2.06 0.0265
2024-04-29 2024-03-31 13F DOMINION ENERGY COM 25746U109 925,570 5,751 0.63 45,529 5.31 0.0268
2024-02-07 2023-12-31 13F DOMINION ENERGY COM 25746U109 919,819 -27,544 -2.91 43,231 2.16 0.0276
2023-11-02 2023-09-30 13F DOMINION ENERGY COM 25746U109 947,363 -4,037 -0.42 42,319 -14.12 0.0304
2023-08-07 2023-06-30 13F DOMINION ENERGY COM 25746U109 951,400 -31,047 -3.16 49,273 -10.30 0.0337
2023-05-09 2023-03-31 13F DOMINION ENERGY COM 25746U109 982,447 14,965 1.55 54,929 -7.41 0.0393
2023-02-09 2022-12-31 13F DOMINION ENERGY COM 25746U109 967,482 -24,227 -2.44 59,326 -13.44 0.0447
2022-11-09 2022-09-30 13F DOMINION ENERGY COM 25746U109 991,709 33,024 3.44 68,537 -10.42 0.0545
2022-08-10 2022-06-30 13F DOMINION ENERGY COM 25746U109 958,685 15,017 1.59 76,512 -4.58 0.0566
2022-05-09 2022-03-31 13F DOMINION ENERGY COM 25746U109 943,668 -8,219 -0.86 80,183 7.23 0.0318
2022-05-09 2022-03-31 13F DOMINION ENERGY COM 25746U109 921,918 78,335
2022-02-09 2021-12-31 13F DOMINION ENERGY COM 25746U109 951,887 -18,666 -1.92 74,780 5.52 0.0446
2021-11-09 2021-09-30 13F DOMINION ENERGY COM 25746U109 970,553 -3,071 -0.32 70,869 -1.06 0.0462
2021-08-10 2021-06-30 13F DOMINION ENERGY COM 25746U109 973,624 16,952 1.77 71,629 -1.43 0.0463
2021-05-10 2021-03-31 13F DOMINION ENERGY COM 25746U109 956,672 -92,920 -8.85 72,669 -7.93 0.0513
2021-02-23 2020-12-31 13F/A-1 DOMINION ENERGY COM 25746U109 1,049,592 -89,136 -7.83 78,929 -12.18 0.0585
2021-02-08 2020-12-31 13F DOMINION ENERGY COM 25746U109 1,049,592 -89,136 78,929 31,051.8850
2020-11-06 2020-09-30 13F DOMINION ENERGY COM 25746U109 1,138,728 -60,306 -5.03 89,880 -7.66 0.0756
2020-08-05 2020-06-30 13F DOMINION ENERGY COM 25746U109 1,199,034 69,543 6.16 97,338 19.38 0.0863
2020-05-12 2020-03-31 13F DOMINION ENERGY COM 25746U109 1,129,491 232 0.02 81,538 -12.82 0.0902
2020-02-05 2019-12-31 13F DOMINION ENERGY COM 25746U109 1,129,259 -34,650 -2.98 93,525 -0.85 0.0779
2019-11-13 2019-09-30 13F DOMINION ENERGY COM 25746U109 1,163,909 28,419 2.50 94,323 7.43 0.0832
2019-08-12 2019-06-30 13F DOMINION ENERGY COM 25746U109 1,135,490 5,056 0.45 87,796 1.31 0.0789
2019-05-10 2019-03-31 13F DOMINION ENERGY COM 25746U109 1,130,434 56,839 5.29 86,659 12.95 0.0807
2019-02-14 2018-12-31 13F DOMINION ENERGY COM 25746U109 1,073,595 130,101 13.79 76,720 15.70 0.0818
2018-11-14 2018-09-30 13F DOMINION ENERGY COM 25746U109 943,494 16,970 1.83 66,309 4.97 0.0584
2018-08-13 2018-06-30 13F DOMINION ENERGY COM 25746U109 926,524 -5,777 -0.62 63,171 0.49 0.0581
2018-05-14 2018-03-31 13F DOMINION ENERGY COM 25746U109 932,301 11,234 1.22 62,865 -15.80 0.0604
2018-02-12 2017-12-31 13F DOMINION ENERGY COM 25746U109 921,067 20,160 2.24 74,662 7.73 0.0687
2017-11-02 2017-09-30 13F DOMINION ENERGY COM 25746U109 900,907 -7,464 -0.82 69,307 -0.43 0.0672
2017-08-08 2017-06-30 13F DOMINION ENERGY COM 25746U109 908,371 20,101 2.26 69,609 1.02 0.0698
2017-05-11 2017-03-31 13F DOMINION RES INC VA COM 25746U109 888,270 11,405 1.30 68,903 2.60 0.0829
2017-02-13 2016-12-31 13F DOMINION RES INC VA COM 25746U109 876,865 4,351 0.50 67,159 3.64 0.0852
2016-11-10 2016-09-30 13F DOMINION RES INC VA COM 25746U109 872,514 30,780 3.66 64,802 -1.21 0.0856
2016-08-09 2016-06-30 13F DOMINION RES INC VA COM 25746U109 841,734 42,545 5.32 65,597 9.26 0.0915
2016-05-10 2016-03-31 13F DOMINION RES INC VA COM 25746U109 799,189 20,635 2.65 60,035 14.00 0.0872
2016-02-09 2015-12-31 13F DOMINION RES INC VA COM 25746U109 778,554 16,790 2.20 52,661 -1.78 0.0782
2015-11-12 2015-09-30 13F/A-1 DOMINION RES INC VA COM 25746U109 761,764 3,566 0.47 53,613 5.74 0.0842
2015-11-09 2015-09-30 13F DOMINION RES INC VA COM 25746U109 761,764 53,613
2015-08-10 2015-06-30 13F DOMINION RES INC VA COM 25746U109 758,198 11,990 1.61 50,701 -4.13 0.0756
2015-05-14 2015-03-31 13F/A-1 DOMINION RES INC VA COM 25746U109 746,208 30,813 4.31 52,883 -3.87 0.0788
2015-05-12 2015-03-31 13F DOMINION RES INC VA COM 25746U109 746,208 52,883
2015-02-12 2014-12-31 13F DOMINION RES INC VA COM 25746U109 715,395 35,843 5.27 55,014 17.18 0.0855
2014-11-13 2014-09-30 13F DOMINION RES INC VA COM 25746U109 679,552 12,253 1.84 46,950 -1.62 0.0797
2014-08-12 2014-06-30 13F DOMINION RES INC VA COM 25746U109 667,299 9,235 1.40 47,725 2.16 0.0803
2014-05-13 2014-03-31 13F DOMINION RES INC VA COM 25746U109 658,064 16,602 2.59 46,716 12.58 0.0833
2014-02-12 2013-12-31 13F DOMINION RES INC VA COM 25746U109 641,462 2,953 0.46 41,496 4.01 0.0774
2013-11-05 2013-09-30 13F DOMINION RES INC VA COM 25746U109 638,509 -11,194 -1.72 39,895 8.07 0.0824
2013-08-12 2013-06-30 13F DOMINION RES INC VA COM 25746U109 649,703 649,703 36,916 0.0818
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.