Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionJoel Isaacson & Co., LLC
Latest Disclosed Ownership10,645 shares
Latest Disclosed Value $ 658,056
Joel Isaacson & Co., LLC reports 1.36% increase in ownership of D / Dominion Energy, Inc.

On April 22, 2026 - Joel Isaacson & Co., LLC filed a 13F-HR form disclosing ownership of 10,645 shares of Dominion Energy, Inc. (US:D) valued at $658,074 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 10,502 shares of Dominion Energy, Inc.. This represents a change in shares of 1.36% during the quarter. The current value of the position is $712,151 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)
2026-04-22 2026-03-31 13F DOMINION ENERGY COM 25746U109 10,645 143 1.36 658 6.99 0.0218
2026-01-30 2025-12-31 13F DOMINION ENERGY COM 25746U109 10,502 67 0.64 615 -3.61 0.0203
2025-10-30 2025-09-30 13F DOMINION ENERGY COM 25746U109 10,435 62 0.60 638 8.87 0.0230
2025-07-23 2025-06-30 13F DOMINION ENERGY COM 25746U109 10,373 68 0.66 586 1.56 0.0238
2025-04-25 2025-03-31 13F DOMINION ENERGY COM 25746U109 10,305 -1,124 -9.83 578 -6.18 0.0262
2025-01-28 2024-12-31 13F DOMINION ENERGY COM 25746U109 11,429 67 0.59 616 -6.25 0.0277
2024-10-23 2024-09-30 13F DOMINION ENERGY COM 25746U109 11,362 -2,538 -18.26 657 -3.67 0.0313
2024-07-24 2024-06-30 13F DOMINION ENERGY COM 25746U109 13,900 70 0.51 681 0.15 0.0358
2024-04-30 2024-03-31 13F DOMINION ENERGY COM 25746U109 13,830 -528 -3.68 680 0.89 0.0373
2024-02-12 2023-12-31 13F/A-1 DOMINION ENERGY COM 25746U109 14,358 72 0.50 675 5.64 0.0414
2024-01-25 2023-12-31 13F DOMINION ENERGY COM 25746U109 14,358 72 675 0.0414
2023-10-24 2023-09-30 13F DOMINION ENERGY COM 25746U109 14,286 -2,531 -15.05 638 -26.67 0.0437
2023-07-27 2023-06-30 13F DOMINION ENERGY COM 25746U109 16,817 1,257 8.08 871 0.12 0.0583
2023-04-25 2023-03-31 13F DOMINION ENERGY COM 25746U109 15,560 64 0.41 870 -8.53 0.0625
2023-01-27 2022-12-31 13F DOMINION ENERGY COM 25746U109 15,496 39 0.25 950 -11.05 0.0731
2022-10-14 2022-09-30 13F DOMINION ENERGY COM 25746U109 15,457 60 0.39 1,068 -13.10 0.0923
2022-07-15 2022-06-30 13F DOMINION ENERGY COM 25746U109 15,397 644 4.37 1,229 -4.06 0.1032
2022-04-21 2022-03-31 13F DOMINION ENERGY COM 25746U109 14,753 -459 -3.02 1,281 7.20 0.0943
2022-01-19 2021-12-31 13F DOMINION ENERGY COM 25746U109 15,212 40 0.26 1,195 7.85 0.0821
2021-10-21 2021-09-30 13F DOMINION ENERGY COM 25746U109 15,172 42 0.28 1,108 -0.45 0.0837
2021-07-20 2021-06-30 13F DOMINION ENERGY COM 25746U109 15,130 40 0.27 1,113 -2.88 0.0866
2021-04-23 2021-03-31 13F DOMINION ENERGY COM 25746U109 15,090 -458 -2.95 1,146 -1.97 0.1005
2021-01-22 2020-12-31 13F DOMINION ENERGY COM 25746U109 15,548 15,548 1,169 0.1144
2017-05-05 2017-03-31 13F DOMINION RES INC VA COM 25746U109 0 -393 -100.00 0 -100.00
2017-01-23 2016-12-31 13F DOMINION RES INC VA COM 25746U109 393 0 0.00 30 3.45 0.0060
2016-10-25 2016-09-30 13F DOMINION RES INC VA COM 25746U109 393 0 0.00 29 -6.45 0.0060
2016-07-22 2016-06-30 13F DOMINION RES INC VA COM 25746U109 393 -548 -58.24 31 -56.34 0.0066
2016-04-18 2016-03-31 13F DOMINION RES INC VA COM 25746U109 941 400 73.94 71 91.89 0.0157
2016-01-15 2015-12-31 13F DOMINION RES INC VA COM 25746U109 541 0 0.00 37 -2.63 0.0091
2015-10-21 2015-09-30 13F DOMINION RES INC VA COM 25746U109 541 0 0.00 38 5.56 0.0101
2015-07-27 2015-06-30 13F DOMINION RES INC VA COM 25746U109 541 0 0.00 36 -5.26 0.0092
2015-04-14 2015-03-31 13F DOMINION RES INC VA COM 25746U109 541 241 80.33 38 65.22 0.0096
2015-01-09 2014-12-31 13F DOMINION RES INC VA COM 25746U109 300 0 0.00 23 9.52 0.0062
2014-10-22 2014-09-30 13F DOMINION RES INC VA COM 25746U109 300 0 0.00 21 0.00 0.0064
2014-07-21 2014-06-30 13F DOMINION RES INC VA COM 25746U109 300 0 0.00 21 0.00 0.0066
2014-04-14 2014-03-31 13F/A-1 DOMINION RES INC VA COM 25746U109 300 0 0.00 21 10.53 0.0070
2014-04-11 2014-03-31 13F DOMINION RES INC VA COM 25746U109 10,000 5
2014-02-12 2013-12-31 13F DOMINION RES INC VA COM 25746U109 300 300 19 0.0069
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.