Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionDonaldson Capital Management, Llc
Latest Disclosed Ownership24,921 shares
Latest Disclosed Value $ 1,540,620
Donaldson Capital Management, Llc reports 13.47% increase in ownership of D / Dominion Energy, Inc.

On April 30, 2026 - Donaldson Capital Management, Llc filed a 13F-HR form disclosing ownership of 24,921 shares of Dominion Energy, Inc. (US:D) valued at $1,540,616 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 21,963 shares of Dominion Energy, Inc.. This represents a change in shares of 13.47% during the quarter. The current value of the position is $1,667,215 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)
2026-04-30 2026-03-31 13F DOMINION ENERGY COM 25746U109 24,921 2,958 13.47 1,541 19.75 0.0499
2026-01-14 2025-12-31 13F DOMINION ENERGY COM 25746U109 21,963 1,552 7.60 1,287 3.04 0.0409
2025-11-04 2025-09-30 13F DOMINION ENERGY COM 25746U109 20,411 1,408 7.41 1,249 16.20 0.0395
2025-08-07 2025-06-30 13F DOMINION ENERGY COM 25746U109 19,003 818 4.50 1,074 5.40 0.0394
2025-04-15 2025-03-31 13F DOMINION ENERGY COM 25746U109 18,185 1,423 8.49 1,020 12.97 0.0385
2025-02-07 2024-12-31 13F DOMINION ENERGY COM 25746U109 16,762 247 1.50 903 -5.45 0.0345
2024-10-29 2024-09-30 13F DOMINION ENERGY COM 25746U109 16,515 3,778 29.66 954 52.88 0.0367
2024-07-31 2024-06-30 13F DOMINION ENERGY COM 25746U109 12,737 -71 -0.55 624 -0.95 0.0262
2024-04-22 2024-03-31 13F DOMINION ENERGY COM 25746U109 12,808 -240 -1.84 630 2.77 0.0262
2024-01-30 2023-12-31 13F DOMINION ENERGY COM 25746U109 13,048 -1,526 -10.47 613 -5.84 0.0275
2023-10-11 2023-09-30 13F DOMINION ENERGY COM 25746U109 14,574 1,744 13.59 651 -1.96 0.0307
2023-07-17 2023-06-30 13F DOMINION ENERGY COM 25746U109 12,830 -545 -4.07 664 -11.11 0.0303
2023-04-13 2023-03-31 13F DOMINION ENERGY COM 25746U109 13,375 2,420 22.09 748 11.33 0.0353
2023-02-08 2022-12-31 13F DOMINION ENERGY COM 25746U109 10,955 -520 -4.53 672 -15.38 0.0328
2022-10-13 2022-09-30 13F DOMINION ENERGY COM 25746U109 11,475 619 5.70 793 -8.43 0.0435
2022-08-11 2022-06-30 13F DOMINION ENERGY COM 25746U109 10,856 133 1.24 866 -4.94 0.0446
2022-05-13 2022-03-31 13F DOMINION ENERGY COM 25746U109 10,723 3,437 47.17 911 59.27 0.0415
2022-01-21 2021-12-31 13F DOMINION ENERGY COM 25746U109 7,286 575 8.57 572 16.73 0.0251
2021-11-04 2021-09-30 13F DOMINION ENERGY COM 25746U109 6,711 18 0.27 490 -0.41 0.0247
2021-07-28 2021-06-30 13F DOMINION ENERGY COM 25746U109 6,693 -1,246 -15.69 492 -18.41 0.0252
2021-05-05 2021-03-31 13F DOMINION ENERGY COM 25746U109 7,939 -4,701 -37.19 603 -36.53 0.0331
2021-01-11 2020-12-31 13F DOMINION ENERGY COM 25746U109 12,640 -2,413 -16.03 950 -20.03 0.0562
2020-11-05 2020-09-30 13F/A-1 DOMINION ENERGY COM 25746U109 15,053 -167 -1.10 1,188 -3.88 0.0803
2020-11-02 2020-09-30 13F DOMINION ENERGY COM 25746U109 15,053 -167 1,188 80,326.1729
2020-07-27 2020-06-30 13F DOMINION ENERGY COM 25746U109 15,220 -2,728 -15.20 1,236 -4.63 0.0897
2020-04-16 2020-03-31 13F DOMINION ENERGY COM 25746U109 17,948 -1,287 -6.69 1,296 -18.64 0.1132
2020-01-14 2019-12-31 13F DOMINION ENERGY COM 25746U109 19,235 -1,761 -8.39 1,593 -6.40 0.1077
2019-11-04 2019-09-30 13F DOMINION ENERGY COM 25746U109 20,996 418 2.03 1,702 6.98 0.1262
2019-08-12 2019-06-30 13F DOMINION ENERGY INC COM COM 25746U109 20,578 -2,116 -9.32 1,591 -8.56 0.1319
2019-04-01 2019-03-31 13F DOMINION ENERGY INC COM COM 25746U109 22,694 -7,811 -25.61 1,740 -20.18 0.1549
2019-02-08 2018-12-31 13F DOMINION ENERGY INC COM COM 25746U109 30,505 -3,334 -9.85 2,180 -8.33 0.2222
2018-11-06 2018-09-30 13F DOMINION ENERGY INC COM COM 25746U109 33,839 -899 -2.59 2,378 0.42 0.2074
2018-08-07 2018-06-30 13F DOMINION ENERGY INC COM COM 25746U109 34,738 -252,979 -87.93 2,368 -87.79 0.2308
2018-04-30 2018-03-31 13F DOMINION ENERGY INC COM COM 25746U109 287,717 -63,504 -18.08 19,401 -31.85 1.9081
2018-01-30 2017-12-31 13F/A-1 DOMINION RES COM 25746U109 351,221 1,767 0.51 28,470 5.90 2.7757
2018-01-26 2017-12-31 13F DOMINION RES COM 25746U109 5,550 -343,904 450
2017-11-08 2017-09-30 13F DOMINION RES COM 25746U109 349,454 9,204 2.71 26,883 3.11 2.8218
2017-08-03 2017-06-30 13F DOMINION RES COM 25746U109 340,250 -5,269 -1.52 26,073 -2.72 2.9560
2017-05-10 2017-03-31 13F DOMINION RES INC VA NEW COM COM 25746U109 345,519 -1,041 -0.30 26,802 0.98 3.1130
2017-02-13 2016-12-31 13F DOMINION RES INC VA NEW COM COM 25746U109 346,560 20,847 6.40 26,543 9.72 3.2650
2016-11-14 2016-09-30 13F DOMINION RES INC VA NEW COM COM 25746U109 325,713 1,516 0.47 24,191 -4.25 3.2022
2016-08-15 2016-06-30 13F DOMINION RES INC VA NEW C COM 25746U109 324,197 10,208 3.25 25,265 7.11 3.5044
2016-05-12 2016-03-31 13F DOMINION RES INC VA NEW COM COM 25746U109 313,989 9,632 3.16 23,587 14.57 3.3974
2016-02-11 2015-12-31 13F DOMINION RES INC VA NEW COM COM 25746U109 304,357 -78 -0.03 20,587 -3.92 3.0094
2015-11-13 2015-09-30 13F DOMINION RES INC VA NEW COM COM 25746U109 304,435 1,783 0.59 21,426 5.87 3.1965
2015-08-14 2015-06-30 13F DOMINION RES INC VA NEW COM COM 25746U109 302,652 1,379 0.46 20,238 -5.21 2.8785
2015-05-15 2015-03-31 13F DOMINION RES INC VA NEW COM COM 25746U109 301,273 90,043 42.63 21,351 31.44 3.0056
2015-02-13 2014-12-31 13F DOMINION RES INC VA NEW COM COM 25746U109 211,230 6,257 3.05 16,244 14.70 2.4278
2014-11-14 2014-09-30 13F DOMINION RES INC VA NEW COM COM 25746U109 204,973 1,505 0.74 14,162 -2.68 2.2403
2014-08-13 2014-06-30 13F DOMINION RES INC VA NEW COM COM 25746U109 203,468 13,967 7.37 14,552 8.17 2.3337
2014-05-14 2014-03-31 13F DOMINION RES INC VA NEW COM COM 25746U109 189,501 12,083 6.81 13,453 17.22 2.4336
2014-02-21 2013-12-31 13F DOMINION RES INC VA NEW COM COM 25746U109 177,418 4,500 2.60 11,477 6.23 2.2179
2013-11-13 2013-09-30 13F DOMINION RES INC VA NEW COM COM 25746U109 172,918 4,845 2.88 10,804 13.13 2.2865
2013-08-13 2013-06-30 13F DOMINION RES INC VA NEW COM COM 25746U109 168,073 2,325 1.40 9,550 -0.96 2.1592
2013-06-18 2013-03-31 13F DOMINION RES INC VA NEW COM COM 25746U109 165,748 11,900 7.73 9,643 21.01 2.1778
2013-06-21 2012-12-31 13F DOMINION RES INC VA NEW COM COM 25746U109 153,848 2,401 1.59 7,969 -0.61 2.2536
2013-06-21 2012-09-30 13F DOMINION RES INC VA NEW COM COM 25746U109 151,447 -518 -0.34 8,018 -2.29 2.3584
2013-06-21 2012-06-30 13F DOMINION RES INC VA NEW COM COM 25746U109 151,965 4,238 2.87 8,206 8.47 2.6277
2013-06-26 2012-03-31 13F DOMINION RES INC VA NEW COM COM 25746U109 147,727 -548 -0.37 7,565 -3.88 2.3639
2013-06-26 2011-12-31 13F DOMINION RES INC VA NEW COM COM 25746U109 148,275 14,377 10.74 7,870 15.77 2.8059
2013-06-26 2011-09-30 13F DOMINION RES INC VA NEW COM COM 25746U109 133,898 9,148 7.33 6,798 12.89 2.9232
2013-06-27 2011-06-30 13F DOMINION RES INC VA COM 25746U109 124,750 5,451 4.57 6,022 12.92 2.1008
2013-06-27 2011-03-31 13F DOMINION RES INC VA COM 25746U109 119,299 5,001 4.38 5,333 9.22 1.9015
2013-06-27 2010-12-31 13F DOMINION RES INC VA COM 25746U109 114,298 -48 -0.04 4,883 -2.18 1.8961
2013-06-27 2010-09-30 13F DOMINION RES INC VA COM 25746U109 114,346 6,626 6.15 4,992 19.63 2.1003
2013-06-27 2010-06-30 13F DOMINION RES INC VA COM 25746U109 107,720 1,750 1.65 4,173 -4.20 2.0730
2013-06-27 2010-03-31 13F DOMINION RES INC VA COM 25746U109 105,970 105,970 4,356 1.9310
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.