Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionEssex Financial Services, Inc.
Latest Disclosed Ownership14,275 shares
Latest Disclosed Value $ 882,479
Essex Financial Services, Inc. reports 9.02% decrease in ownership of D / Dominion Energy, Inc.

On April 24, 2026 - Essex Financial Services, Inc. filed a 13F-HR form disclosing ownership of 14,275 shares of Dominion Energy, Inc. (US:D) valued at $882,480 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 15,690 shares of Dominion Energy, Inc.. This represents a change in shares of -9.02% during the quarter. The current value of the position is $954,998 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)
2026-04-24 2026-03-31 13F DOMINION ENERGY COM 25746U109 14,275 -1,415 -9.02 882 -4.03 0.0495
2026-02-10 2025-12-31 13F DOMINION ENERGY COM 25746U109 15,690 715 4.77 919 0.44 0.0523
2025-11-07 2025-09-30 13F DOMINION ENERGY COM 25746U109 14,975 -933 -5.86 916 1.78 0.0548
2025-07-16 2025-06-30 13F DOMINION ENERGY COM 25746U109 15,908 -192 -1.19 899 -0.33 0.0590
2025-04-25 2025-03-31 13F DOMINION ENERGY COM 25746U109 16,100 -58 -0.36 903 3.68 0.0650
2025-01-29 2024-12-31 13F DOMINION ENERGY COM 25746U109 16,158 -1,435 -8.16 870 -17.54 0.0615
2024-10-24 2024-09-30 13F DOMINION ENERGY COM 25746U109 17,593 97 0.55 1,055 11.29 0.0759
2024-08-09 2024-06-30 13F/A-1 DOMINION ENERGY COM 25746U109 17,496 2,212 14.47 948 26.23 0.0704
2024-07-31 2024-06-30 13F DOMINION ENERGY COM 25746U109 17,826 2,542 873 0.0650
2024-04-24 2024-03-31 13F DOMINION RESOURCES Stock 25746U109 15,284 15,284 752 0.0693
2024-02-06 2023-12-31 13F DOMINION RESOURCES Stock 25746U109 0 -4,557 -100.00 0 -100.00
2023-11-15 2023-09-30 13F DOMINION RESOURCES Stock 25746U109 4,557 4,557 204 0.0236
2023-08-09 2023-06-30 13F DOMINION RESOURCES Stock 25746U109 0 -4,791 -100.00 0 -100.00
2023-05-11 2023-03-31 13F DOMINION RESOURCES Stock 25746U109 4,791 4,791 268 0.0282
2023-02-10 2022-12-31 13F DOMINION RESOURCES Stock 25746U109 0 -3,749 -100.00 0 -100.00
2022-11-07 2022-09-30 13F DOMINION RESOURCES Stock 25746U109 3,749 33 0.89 259 -12.79 0.0309
2022-08-01 2022-06-30 13F DOMINION RESOURCES Stock 25746U109 3,716 -44 -1.17 297 -6.90 0.0331
2022-04-21 2022-03-31 13F/A-1 DOMINION RESOURCES COM 25746U109 3,760 460 13.94 319 23.17 0.0306
2022-04-21 2022-03-31 13F DOMINION RESOURCES COM 25746U109 3,300 0 259 0.0256
2022-02-11 2021-12-31 13F DOMINION RESOURCES COM 25746U109 3,300 347 11.75 259 19.91 0.0256
2021-11-10 2021-09-30 13F DOMINION ENERGY COM 25746U109 2,953 2,953 216 0.0247
2021-02-05 2020-12-31 13F DOMINION ENERGY COM 25746U109 0 -2,731 -100.00 0 -100.00
2020-11-10 2020-09-30 13F DOMINION ENERGY COM 25746U109 2,731 2,731 216 0.0530
2020-05-15 2020-03-31 13F DOMINION ENERGY COM 25746U109 0 -3,185 -100.00 0 -100.00
2020-01-30 2019-12-31 13F DOMINION ENERGY COM 25746U109 3,185 396 14.20 264 16.81 0.0728
2019-11-04 2019-09-30 13F DOMINION ENERGY COM 25746U109 2,789 -159 -5.39 226 -0.88 0.0728
2019-07-30 2019-06-30 13F DOMINION ENERGY COM 25746U109 2,948 116 4.10 228 5.07 0.0673
2019-05-02 2019-03-31 13F DOMINION ENERGY COM 25746U109 2,832 2,832 217 0.0656
2018-05-03 2018-03-31 13F DOMINION RES COM 25746U109 0 -2,721 -100.00 0 -100.00
2018-02-07 2017-12-31 13F DOMINION RES COM 25746U109 2,721 -860 -24.02 221 -19.64 0.0525
2017-11-03 2017-09-30 13F DOMINION RES COM 25746U109 3,581 44 1.24 275 1.48 0.0675
2017-08-07 2017-06-30 13F DOMINION RES COM 25746U109 3,537 -453 -11.35 271 -12.58 0.0571
2017-05-08 2017-03-31 13F DOMINION RES COM 25746U109 3,990 -380 -8.70 310 -7.46 0.0712
2017-01-31 2016-12-31 13F DOMINION RES COM 25746U109 4,370 382 9.58 335 13.18 0.0718
2016-11-10 2016-09-30 13F DOMINION RES COM 25746U109 3,988 326 8.90 296 3.86 0.0704
2016-07-28 2016-06-30 13F DOMINION RES COM 25746U109 3,662 34 0.94 285 4.40 0.0689
2016-05-11 2016-03-31 13F DOMINION RES COM 25746U109 3,628 0 0.00 273 11.43 0.0676
2016-02-05 2015-12-31 13F DOMINION RES COM 25746U109 3,628 0 0.00 245 -3.92 0.0588
2015-10-06 2015-09-30 13F DOMINION RES COM 25746U109 3,628 300 9.01 255 14.35 0.0663
2015-07-28 2015-06-30 13F DOMINION RES COM 25746U109 3,328 0 0.00 223 -5.51 0.0574
2015-05-07 2015-03-31 13F DOMINION RES COM 25746U109 3,328 548 19.71 236 10.28 0.0606
2015-01-07 2014-12-31 13F DOMINION RES COM 25746U109 2,780 -2,100 -43.03 214 -38.15 0.0557
2014-05-08 2014-03-31 13F DOMINION RES COM 25746U109 4,880 0 0.00 346 9.49 0.1130
2014-02-12 2013-12-31 13F/A-1 DOMINION RES COM 25746U109 4,880 -3,328 -40.55 316 -38.40 0.1069
2014-02-11 2013-12-31 13F DOMINION RES COM 25746U109 4,880 316
2013-11-14 2013-09-30 13F DOMINION RES INC VACOM COM 25746U109 8,208 222 2.78 513 13.00 0.1612
2013-08-14 2013-06-30 13F DOMINION RES COM 25746U109 7,986 7,986 454 0.1588
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.