Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionEnvestnet Asset Management Inc
Latest Disclosed Ownership1,055,582 shares
Latest Disclosed Value $ 65,256,075
Envestnet Asset Management Inc reports 21.21% increase in ownership of D / Dominion Energy, Inc.

On May 4, 2026 - Envestnet Asset Management Inc filed a 13F-HR form disclosing ownership of 1,055,582 shares of Dominion Energy, Inc. (US:D) valued at $65,256,079 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 870,847 shares of Dominion Energy, Inc.. This represents a change in shares of 21.21% during the quarter. The current value of the position is $70,618,436 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)
2026-05-04 2026-03-31 13F DOMINION ENERGY COM 25746U109 1,055,582 184,735 21.21 65,256 27.90 0.0175
2026-02-10 2025-12-31 13F DOMINION ENERGY COM 25746U109 870,847 -20,648 -2.32 51,023 -6.44 0.0151
2025-11-05 2025-09-30 13F DOMINION ENERGY COM 25746U109 891,495 -9,927 -1.10 54,533 7.03 0.0157
2025-08-01 2025-06-30 13F DOMINION ENERGY COM 25746U109 901,422 79,192 9.63 50,948 10.51 0.0149
2025-04-29 2025-03-31 13F DOMINION ENERGY COM 25746U109 822,230 -33,371 -3.90 46,102 0.04 0.0149
2025-02-13 2024-12-31 13F DOMINION ENERGY COM 25746U109 855,601 -298,108 -25.84 46,083 -30.88 0.0148
2024-11-07 2024-09-30 13F DOMINION ENERGY COM 25746U109 1,153,709 -394,938 -25.50 66,673 -12.14 0.0215
2024-08-08 2024-06-30 13F DOMINION ENERGY COM 25746U109 1,548,647 -180,466 -10.44 75,884 -10.78 0.0264
2024-05-13 2024-03-31 13F DOMINION ENERGY COM 25746U109 1,729,113 27,458 1.61 85,055 6.35 0.0318
2024-02-13 2023-12-31 13F DOMINION ENERGY COM 25746U109 1,701,655 -263,998 -13.43 79,978 -8.92 0.0331
2023-11-13 2023-09-30 13F DOMINION ENERGY COM 25746U109 1,965,653 577,229 41.57 87,806 22.11 0.0402
2023-08-04 2023-06-30 13F DOMINION ENERGY COM 25746U109 1,388,424 120,194 9.48 71,906 1.41 0.0319
2023-05-11 2023-03-31 13F DOMINION ENERGY COM 25746U109 1,268,230 168,265 15.30 70,907 5.13 0.0341
2023-02-07 2022-12-31 13F DOMINION ENERGY COM 25746U109 1,099,965 -47,608 -4.15 67,450 -14.95 0.0349
2022-11-10 2022-09-30 13F DOMINION ENERGY COM 25746U109 1,147,573 145,899 14.57 79,309 -0.79 0.0453
2022-08-03 2022-06-30 13F DOMINION ENERGY COM 25746U109 1,001,674 77,247 8.36 79,944 1.78 0.0447
2022-05-04 2022-03-31 13F DOMINION ENERGY COM 25746U109 924,427 200,056 27.62 78,549 38.03 0.0395
2022-02-04 2021-12-31 13F DOMINION ENERGY COM 25746U109 724,371 23,984 3.42 56,907 11.27 0.0281
2021-10-07 2021-09-30 13F DOMINION ENERGY COM 25746U109 700,387 129,450 22.67 51,142 21.76 0.0281
2021-08-04 2021-06-30 13F DOMINION ENERGY COM 25746U109 570,937 -41,992 -6.85 42,004 -9.78 0.0239
2021-05-04 2021-03-31 13F DOMINION ENERGY COM 25746U109 612,929 125,303 25.70 46,558 26.97 0.0302
2021-02-02 2020-12-31 13F DOMINION ENERGY COM 25746U109 487,626 -41,919 -7.92 36,669 -12.27 0.0277
2020-10-09 2020-09-30 13F DOMINION ENERGY COM 25746U109 529,545 -212,999 -28.69 41,797 -30.66 0.0370
2020-07-08 2020-06-30 13F DOMINION ENERGY COM 25746U109 742,544 -29,148 -3.78 60,280 8.21 0.0590
2020-04-23 2020-03-31 13F DOMINION ENERGY COM 25746U109 771,692 46,024 6.34 55,708 -7.31 0.0660
2020-02-11 2019-12-31 13F DOMINION ENERGY COM 25746U109 725,668 39,104 5.70 60,100 8.02 0.0634
2019-10-17 2019-09-30 13F DOMINION ENERGY COM 25746U109 686,564 -4,920 -0.71 55,639 4.06 0.0608
2019-08-02 2019-06-30 13F DOMINION ENERGY COM 25746U109 691,484 77,178 12.56 53,466 13.53 0.0673
2019-05-10 2019-03-31 13F DOMINION ENERGY COM 25746U109 614,306 92,350 17.69 47,093 26.26 0.0646
2019-02-12 2018-12-31 13F DOMINION ENERGY COM 25746U109 521,956 506,047 3,180.89 37,299 3,236.23 0.0577
2018-11-14 2018-09-30 13F DOMINION ENERGY COM 25746U109 15,909 -54,789 -77.50 1,118 -76.81 0.0019
2018-08-10 2018-06-30 13F DOMINION ENERGY COM 25746U109 70,698 577 0.82 4,822 2.57 0.0110
2018-05-09 2018-03-31 13F DOMINION ENERGY COM 25746U109 70,121 -70,879 -50.27 4,701 -58.86 0.0133
2018-02-20 2017-12-31 13F DOMINION ENERGY COM 25746U109 141,000 67,545 91.95 11,428 102.41 0.0254
2017-11-13 2017-09-30 13F DOMINION ENERGY COM 25746U109 73,455 -38,779 -34.55 5,646 -34.33 0.0135
2017-08-14 2017-06-30 13F DOMINION ENERGY COM 25746U109 112,234 14,307 14.61 8,598 13.19 0.0238
2017-05-09 2017-03-31 13F DOMINION RES INC VA COM 25746U109 97,927 16,844 20.77 7,596 22.38 0.0243
2017-02-14 2016-12-31 13F DOMINION RES INC VA COM 25746U109 81,083 -19,272 -19.20 6,207 -16.72 0.0225
2016-11-14 2016-09-30 13F DOMINION RES INC VA COM 25746U109 100,355 8,843 9.66 7,453 4.50 0.0289
2016-08-15 2016-06-30 13F DOMINION RES INC VA COM 25746U109 91,512 14,855 19.38 7,132 23.86 0.0284
2016-05-16 2016-03-31 13F DOMINION RES INC VA COM 25746U109 76,657 11,665 17.95 5,758 30.98 0.0248
2016-02-16 2015-12-31 13F DOMINION RES INC VA COM 25746U109 64,992 -7,847 -10.77 4,396 -14.24 0.0200
2015-11-13 2015-09-30 13F DOMINION RES INC VA COM 25746U109 72,839 7,437 11.37 5,126 17.22 0.0255
2015-08-13 2015-06-30 13F DOMINION RES INC VA COM 25746U109 65,402 -10,225 -13.52 4,373 -18.41 0.0208
2015-05-15 2015-03-31 13F DOMINION RES INC VA COM 25746U109 75,627 74,706 8,111.40 5,360 7,449.30 0.0277
2015-02-12 2014-12-31 13F Dominion Resources COM 25746U109 921 -298 -24.45 71 -15.48 0.0007
2014-11-13 2014-09-30 13F Dominion Resources COM 25746U109 1,219 42 3.57 84 0.00 0.0008
2014-08-14 2014-06-30 13F * DOMINION RES INC VA COM 25746U109 1,177 -1,950 -62.36 84 -62.16 0.0009
2014-05-12 2014-03-31 13F Dominion Resources COM 25746U109 3,127 33 1.07 222 11.00 0.0025
2014-02-12 2013-12-31 13F Dominion Resources COM 25746U109 3,094 204 7.06 200 10.50 0.0023
2013-11-12 2013-09-30 13F Dominion Resources COM 25746U109 2,890 -25 -0.86 181 9.04 0.0022
2013-08-09 2013-06-30 13F Dominion Resources COM 25746U109 2,915 2,915 166 0.0021
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.