Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionBancorpSouth Bank
Latest Disclosed Ownership13,613 shares
Latest Disclosed Value $ 797,585
BancorpSouth Bank reports 0.49% increase in ownership of D / Dominion Energy, Inc.

On January 30, 2026 - BancorpSouth Bank filed a 13F-HR form disclosing ownership of 13,613 shares of Dominion Energy, Inc. (US:D) valued at $797,586 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 13,547 shares of Dominion Energy, Inc.. This represents a change in shares of 0.49% during the quarter. The current value of the position is $910,710 USD.

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)
2026-01-30 2025-12-31 13F DOMINION ENERGY COM 25746U109 13,613 66 0.49 798 -3.74 0.0467
2025-11-13 2025-09-30 13F DOMINION ENERGY COM 25746U109 13,547 614 4.75 829 13.42 0.0503
2025-08-14 2025-06-30 13F DOMINION ENERGY COM 25746U109 12,933 680 5.55 731 6.26 0.0481
2025-05-14 2025-03-31 13F DOMINION ENERGY COM 25746U109 12,253 2,692 28.16 687 33.66 0.0491
2025-02-13 2024-12-31 13F DOMINION ENERGY COM 25746U109 9,561 189 2.02 515 -4.99 0.0349
2024-11-13 2024-09-30 13F DOMINION ENERGY COM 25746U109 9,372 -61,698 -86.81 542 -84.46 0.0373
2024-08-13 2024-06-30 13F DOMINION ENERGY COM 25746U109 71,070 -48,946 -40.78 3,482 -41.01 0.2612
2024-05-14 2024-03-31 13F DOMINION ENERGY COM 25746U109 120,016 993 0.83 5,904 5.52 0.4298
2024-02-13 2023-12-31 13F DOMINION ENERGY COM 25746U109 119,023 719 0.61 5,594 5.87 0.4544
2023-11-13 2023-09-30 13F DOMINION ENERGY COM 25746U109 118,304 -3,115 -2.57 5,285 -15.97 0.4647
2023-08-14 2023-06-30 13F DOMINION ENERGY COM 25746U109 121,419 1,041 0.86 6,288 -6.57 0.5479
2023-05-12 2023-03-31 13F DOMINION ENERGY COM 25746U109 120,378 49,186 69.09 6,730 54.18 0.6197
2023-02-13 2022-12-31 13F DOMINION ENERGY COM 25746U109 71,192 65,117 1,071.88 4,365 939.29 0.4032
2022-11-10 2022-09-30 13F DOMINION ENERGY COM 25746U109 6,075 6,075 420 0.0435
2020-11-09 2020-09-30 13F DOMINION ENERGY COM 25746U109 0 -3,222 -100.00 0 -100.00
2020-07-27 2020-06-30 13F DOMINION ENERGY COM 25746U109 3,222 312 10.72 262 24.76 0.0541
2020-04-30 2020-03-31 13F DOMINION ENERGY COM 25746U109 2,910 -45,708 -94.01 210 -94.79 0.0529
2020-02-04 2019-12-31 13F DOMINION ENERGY COM 25746U109 48,618 213 0.44 4,027 2.68 0.7444
2019-11-06 2019-09-30 13F DOMINION ENERGY COM 25746U109 48,405 48,405 3,922 0.3691
2018-05-03 2018-03-31 13F DOMINION ENERGY COM 25746U109 0 -2,893 -100.00 0 -100.00
2018-02-12 2017-12-31 13F DOMINION ENERGY COM 25746U109 2,893 2,893 235 0.0222
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.