Dominion Energy, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionTriangle Securities Wealth Management
Latest Disclosed Ownership8,793 shares
Latest Disclosed Value $ 543,574
Triangle Securities Wealth Management reports 3.49% decrease in ownership of D / Dominion Energy, Inc.

On April 20, 2026 - Triangle Securities Wealth Management filed a 13F-HR form disclosing ownership of 8,793 shares of Dominion Energy, Inc. (MX:D) valued at $543,574 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 9,111 shares of Dominion Energy, Inc.. This represents a change in shares of -3.49% 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)
2026-04-20 2026-03-31 13F DOMINION ENERGY COM 25746U109 8,793 -318 -3.49 544 1.88 0.1234
2026-01-13 2025-12-31 13F DOMINION ENERGY COM 25746U109 9,111 1 0.01 534 -4.31 0.1125
2025-10-15 2025-09-30 13F DOMINION ENERGY COM 25746U109 9,110 1,481 19.41 557 29.23 0.1261
2025-07-10 2025-06-30 13F DOMINION ENERGY COM 25746U109 7,629 -2,954 -27.91 431 -27.32 0.1061
2025-04-10 2025-03-31 13F DOMINION ENERGY COM 25746U109 10,583 1,178 12.53 593 17.19 0.1526
2025-01-15 2024-12-31 13F DOMINION ENERGY COM 25746U109 9,405 410 4.56 507 -2.50 0.1299
2024-11-14 2024-09-30 13F DOMINION ENERGY COM 25746U109 8,995 -759 -7.78 520 8.81 0.1344
2024-07-10 2024-06-30 13F DOMINION ENERGY COM 25746U109 9,754 -440 -4.32 478 -4.79 0.1350
2024-04-10 2024-03-31 13F DOMINION ENERGY COM 25746U109 10,194 -1,710 -14.36 501 -10.38 0.1429
2024-01-10 2023-12-31 13F DOMINION ENERGY COM 25746U109 11,904 1 0.01 559 5.27 0.1740
2023-10-10 2023-09-30 13F DOMINION ENERGY COM 25746U109 11,903 -204 -1.68 532 -15.31 0.1891
2023-07-13 2023-06-30 13F DOMINION ENERGY COM 25746U109 12,107 -12,497 -50.79 627 -54.40 0.2157
2023-04-20 2023-03-31 13F DOMINION ENERGY COM 25746U109 24,604 -401 -1.60 1,376 -10.31 0.4919
2023-01-11 2022-12-31 13F DOMINION ENERGY COM 25746U109 25,005 -2,268 -8.32 1,533 -18.67 0.5622
2022-10-19 2022-09-30 13F DOMINION ENERGY COM 25746U109 27,273 620 2.33 1,885 -11.38 0.7703
2022-07-11 2022-06-30 13F DOMINION ENERGY COM 25746U109 26,653 51 0.19 2,127 -5.88 0.8287
2022-04-13 2022-03-31 13F DOMINION ENERGY COM 25746U109 26,602 310 1.18 2,260 9.44 0.7566
2022-01-14 2021-12-31 13F DOMINION ENERGY COM 25746U109 26,292 238 0.91 2,065 8.57 0.6463
2021-10-14 2021-09-30 13F DOMINION ENERGY COM 25746U109 26,054 150 0.58 1,902 -0.21 0.6456
2021-07-12 2021-06-30 13F DOMINION ENERGY COM 25746U109 25,904 -71 -0.27 1,906 -3.40 0.6445
2021-04-12 2021-03-31 13F DOMINION ENERGY COM 25746U109 25,975 6,723 34.92 1,973 36.26 0.7133
2021-01-11 2020-12-31 13F DOMINION ENERGY COM 25746U109 19,252 -634 -3.19 1,448 -7.77 0.5734
2020-10-09 2020-09-30 13F DOMINION ENERGY COM 25746U109 19,886 -353 -1.74 1,570 -4.44 0.7098
2020-07-08 2020-06-30 13F DOMINION ENERGY COM 25746U109 20,239 1,222 6.43 1,643 19.66 0.7861
2020-04-06 2020-03-31 13F DOMINION ENERGY COM 25746U109 19,017 1,323 7.48 1,373 -6.28 0.7913
2020-01-09 2019-12-31 13F DOMINION ENERGY COM 25746U109 17,694 87 0.49 1,465 2.66 0.6349
2019-10-15 2019-09-30 13F DOMINION ENERGY COM 25746U109 17,607 -68 -0.38 1,427 3.33 0.6977
2019-07-10 2019-06-30 13F DOMINION ENERGY COM 25746U109 17,675 -135 -0.76 1,381 1.17 0.7015
2019-04-10 2019-03-31 13F/A-1 DOMINION ENERGY COM 25746U109 17,810 324 1.85 1,365 9.20 0.7154
2019-04-08 2019-03-31 13F DOMINION ENERGY COM 25746U109 17,810 1,365
2019-01-17 2018-12-31 13F DOMINION ENERGY COM 25746U109 17,486 -340 -1.91 1,250 -0.24 0.7381
2018-10-04 2018-09-30 13F DOMINION ENERGY COM 25746U109 17,826 -137 -0.76 1,253 2.29 0.6656
2018-07-12 2018-06-30 13F DOMINION ENERGY COM 25746U109 17,963 -5,065 -21.99 1,225 -21.12 0.6846
2018-04-11 2018-03-31 13F DOMINION ENERGY COM 25746U109 23,028 3,983 20.91 1,553 0.58 0.8921
2018-01-10 2017-12-31 13F DOMINION ENERGY COM 25746U109 19,045 -246 -1.28 1,544 4.04 0.8816
2017-10-11 2017-09-30 13F DOMINION ENERGY COM 25746U109 19,291 445 2.36 1,484 2.77 0.8828
2017-07-06 2017-06-30 13F DOMINION RES INC VA COM 25746U109 18,846 1,405 8.06 1,444 6.73 0.9543
2017-04-05 2017-03-31 13F DOMINION RES INC VA COM 25746U109 17,441 -150 -0.85 1,353 0.45 0.8634
2017-01-19 2016-12-31 13F DOMINION RES INC VA COM 25746U109 17,591 650 3.84 1,347 7.07 0.8999
2016-10-06 2016-09-30 13F DOMINION RES INC VA COM 25746U109 16,941 823 5.11 1,258 0.16 0.8701
2016-07-07 2016-06-30 13F DOMINION RES INC VA COM 25746U109 16,118 -340 -2.07 1,256 1.62 0.9372
2016-04-08 2016-03-31 13F DOMINION RES INC VA COM 25746U109 16,458 -1,679 -9.26 1,236 0.73 0.8063
2016-01-28 2015-12-31 13F DOMINION RES INC VA COM 25746U109 18,137 1,905 11.74 1,227 7.44 0.8222
2015-10-08 2015-09-30 13F DOMINION RES INC VA COM 25746U109 16,232 -645 -3.82 1,142 1.15 0.8636
2015-07-15 2015-06-30 13F DOMINION RES INC VA COM 25746U109 16,877 -710 -4.04 1,129 -9.39 0.7978
2015-04-13 2015-03-31 13F DOMINION RES INC VA COM 25746U109 17,587 -535 -2.95 1,246 -10.62 0.8627
2015-01-08 2014-12-31 13F DOMINION RES INC VA COM 25746U109 18,122 -330 -1.79 1,394 9.33 0.9921
2014-10-16 2014-09-30 13F DOMINION RES INC VA COM 25746U109 18,452 0 0.00 1,275 -3.41 0.9798
2014-07-16 2014-06-30 13F DOMINION RES INC VA COM 25746U109 18,452 -1,528 -7.65 1,320 13.60 1.0113
2014-04-14 2014-03-31 13F DOMINION RES INC VA COM 25746U109 19,980 1,418 7.64 1,162 -3.25 1.0444
2014-01-13 2013-12-31 13F DOMINION RES INC VA COM 25746U109 18,562 -1,461 -7.30 1,201 -4.00 0.9748
2013-10-08 2013-09-30 13F DOMINION RES INC VA COM 25746U109 20,023 -494 -2.41 1,251 7.29 1.0901
2013-07-10 2013-06-30 13F DOMINION RES INC VA COM 25746U109 20,517 20,517 1,166 0.8623
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.