Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership11,288,689 shares
Latest Disclosed Value $ 697,866,992
Morgan Stanley reports 5.22% decrease in ownership of D / Dominion Energy, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 11,288,689 shares of Dominion Energy, Inc. (US:D) valued at $697,866,754 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 11,910,925 shares of Dominion Energy, Inc.. This represents a change in shares of -5.22% during the quarter. The current value of the position is $738,957,582 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)
2026-05-15 2026-03-31 13F DOMINION ENERGY COM 25746U109 11,288,689 -622,236 -5.22 697,867 0.00 0.0420
2026-05-27 2025-12-31 13F/A-1 DOMINION ENERGY COM 25746U109 11,910,925 929,668 8.47 697,861 3.89 0.0417
2026-02-13 2025-12-31 13F DOMINION ENERGY COM 25746U109 11,910,925 929,668 697,861 0.0417
2026-05-27 2025-09-30 13F/A-1 DOMINION ENERGY COM 25746U109 10,981,257 170,610 1.58 671,724 9.94 0.0407
2025-11-14 2025-09-30 13F DOMINION ENERGY COM 25746U109 10,981,257 170,610 671,724 0.0407
2025-08-15 2025-06-30 13F DOMINION ENERGY COM 25746U109 10,810,647 -232,802 -2.11 611,018 -1.32 0.0398
2025-05-15 2025-03-31 13F DOMINION ENERGY COM 25746U109 11,043,449 827,711 8.10 619,206 12.54 0.0443
2025-05-15 2024-12-31 13F/A-1 DOMINION ENERGY COM 25746U109 10,215,738 1,725,146 20.32 550,220 12.14 0.0386
2025-02-14 2024-12-31 13F DOMINION ENERGY COM 25746U109 10,215,738 1,725,146 550,220 0.0385
2025-05-14 2024-09-30 13F/A-2 DOMINION ENERGY COM 25746U109 8,490,592 75,484 0.90 490,671 19.00 0.0356
2025-02-14 2024-09-30 13F/A-1 DOMINION ENERGY COM 25746U109 8,490,592 75,484 490,671 0.0356
2024-11-14 2024-09-30 13F DOMINION ENERGY COM 25746U109 8,490,592 75,484 490,671 0.0356
2025-05-14 2024-06-30 13F/A-2 DOMINION ENERGY COM 25746U109 8,415,108 582,760 7.44 412,340 7.03 0.0319
2024-10-17 2024-06-30 13F/A-1 DOMINION ENERGY COM 25746U109 8,415,108 582,760 412,340 0.0319
2024-08-14 2024-06-30 13F DOMINION ENERGY COM 25746U109 8,415,108 582,760 412,340 0.0319
2024-10-17 2024-03-31 13F/A-2 DOMINION ENERGY COM 25746U109 7,832,348 272,587 3.61 385,273 8.43 0.0309
2024-08-16 2024-03-31 13F/A-1 DOMINION ENERGY COM 25746U109 7,832,348 272,587 385,273 0.0309
2024-05-15 2024-03-31 13F DOMINION ENERGY COM 25746U109 7,832,348 272,587 385,273 0.0309
2024-08-16 2023-12-31 13F/A-1 DOMINION ENERGY COM 25746U109 7,559,761 476,815 6.73 355,309 12.30 0.0313
2024-02-13 2023-12-31 13F DOMINION ENERGY COM 25746U109 7,559,761 476,815 355,309 0.0313
2023-11-15 2023-09-30 13F DOMINION ENERGY COM 25746U109 7,082,946 803,341 12.79 316,395 -2.71 0.0322
2023-08-14 2023-06-30 13F DOMINION ENERGY COM 25746U109 6,279,605 387,244 6.57 325,221 -1.28 0.0321
2023-05-15 2023-03-31 13F DOMINION ENERGY COM 25746U109 5,892,361 -594,388 -9.16 329,442 -17.18 0.0353
2023-02-14 2022-12-31 13F DOMINION ENERGY COM 25746U109 6,486,749 -130,245 -1.97 397,768 -13.02 0.0452
2022-11-14 2022-09-30 13F DOMINION ENERGY COM 25746U109 6,616,994 106,541 1.64 457,300 -11.99 0.0623
2022-10-27 2022-06-30 13F/A-1 DOMINION ENERGY COM 25746U109 6,510,453 2,746,294 72.96 519,600 62.46 0.0674
2022-08-15 2022-06-30 13F DOMINION ENERGY COM 25746U109 6,510,453 6,402,079 519,600 0.0674
2022-10-27 2022-03-31 13F/A-1 DOMINION ENERGY COM 25746U109 3,764,159 264,732 7.57 319,842 16.34 0.0431
2022-05-13 2022-03-31 13F DOMINION ENERGY COM 25746U109 3,764,159 264,732 319,842 0.0431
2022-02-14 2021-12-31 13F DOMINION ENERGY COM 25746U109 3,499,427 -294,114 -7.75 274,914 -0.75 0.0339
2021-11-15 2021-09-30 13F DOMINION ENERGY COM 25746U109 3,793,541 -151,174 -3.83 277,004 -4.55 0.0373
2021-08-23 2021-06-30 13F/A-1 DOMINION ENERGY COM 25746U109 3,944,715 369,814 10.34 290,213 6.87 0.0383
2021-08-16 2021-06-30 13F DOMINION ENERGY COM 25746U109 3,944,715 369,814 290,213 0.0080
2021-05-17 2021-03-31 13F DOMINION ENERGY COM 25746U109 3,574,901 -51,827 -1.43 271,549 -0.43 0.0399
2021-02-16 2020-12-31 13F DOMINION ENERGY COM 25746U109 3,626,728 -767,481 -17.47 272,732 -21.37 0.0421
2020-11-13 2020-09-30 13F DOMINION ENERGY COM 25746U109 4,394,209 1,142,688 35.14 346,834 31.40 0.0671
2020-08-14 2020-06-30 13F DOMINION ENERGY COM 25746U109 3,251,521 127,924 4.10 263,958 17.06 0.0584
2020-05-26 2020-03-31 13F/A-1 DOMINION ENERGY COM 25746U109 3,123,597 -519,898 -14.27 225,493 -25.27 0.0613
2020-05-15 2020-03-31 13F DOMINION ENERGY COM 25746U109 3,123,597 -519,898 225,493 17,322.5631
2020-02-14 2019-12-31 13F DOMINION ENERGY COM 25746U109 3,643,495 337,882 10.22 301,755 12.64 0.0702
2019-11-14 2019-09-30 13F DOMINION ENERGY COM 25746U109 3,305,613 3,245,329 5,383.40 267,886 8,805.78 0.0709
2019-08-14 2019-06-30 13F DOMINION ENERGY UNIT 08/15/2019 25746U836 60,284 50,866 540.09 3,008 540.00 0.0008
2019-08-14 2019-06-30 13F DOMINION ENERGY COM 25746U109 2,931,959 183,319 226,701 0.0603
2019-05-15 2019-03-31 13F DOMINION ENERGY UNIT 08/15/2019 25746U836 9,418 357 3.94 470 8.80 0.0001
2019-05-15 2019-03-31 13F DOMINION ENERGY COM 25746U109 2,748,640 -1,107,514 210,710 0.0596
2019-02-14 2018-12-31 13F DOMINION ENERGY UNIT 08/15/2019 25746U836 9,061 -11,181 -55.24 432 -54.43 0.0001
2019-02-14 2018-12-31 13F DOMINION ENERGY COM 25746U109 3,856,154 96,763 275,561 0.0825
2019-04-23 2018-09-30 13F/A-2 DOMINION ENERGY UNIT 08/15/2019 25746U836 20,242 9,682 91.69 948 97.50 0.0002
2019-04-23 2018-09-30 13F/A-2 DOMINION ENERGY COM 25746U109 3,759,391 1,185,720 264,209 0.0661
2018-11-20 2018-09-30 13F/A-1 DOMINION ENERGY UNIT 08/15/2019 25746U836 20,242 -3,739,149 948 0.0002
2018-11-20 2018-09-30 13F/A-1 DOMINION ENERGY COM 25746U109 3,759,391 3,739,149 264,209 0.0661
2018-11-14 2018-09-30 13F DOMINION ENERGY UNIT 08/15/2019 25746U836 20,242 -3,739,149 948
2018-11-14 2018-09-30 13F DOMINION ENERGY COM 25746U109 3,759,391 3,748,831 264,209
2019-04-23 2018-06-30 13F/A-1 DOMINION ENERGY UNIT 08/15/2019 25746U836 10,560 557 5.57 480 4.12 0.0001
2019-04-23 2018-06-30 13F/A-1 DOMINION ENERGY COM 25746U109 2,573,671 -345,108 175,474 0.0474
2018-08-14 2018-06-30 13F DOMINION ENERGY UNIT 08/15/2019 25746U836 10,560 -2,563,111 480
2018-08-14 2018-06-30 13F DOMINION ENERGY COM 25746U109 2,573,671 2,563,668 175,474
2019-04-23 2018-03-31 13F/A-1 DOMINION ENERGY UNIT 08/15/2019 25746U836 10,003 2,558 34.36 461 19.74 0.0001
2019-04-23 2018-03-31 13F/A-1 DOMINION ENERGY COM 25746U109 2,918,779 -1,105,170 196,815 0.0546
2018-05-14 2018-03-31 13F DOMINION ENERGY UNIT 08/15/2019 25746U836 10,003 -2,908,776 461
2018-05-14 2018-03-31 13F DOMINION ENERGY COM 25746U109 2,918,779 2,911,334 196,815
2019-04-23 2017-12-31 13F/A-1 DOMINION ENERGY UNIT 08/15/2019 25746U836 7,445 -3,948 -34.65 385 -33.04 0.0001
2019-04-23 2017-12-31 13F/A-1 DOMINION ENERGY COM 25746U109 4,023,949 1,481,976 326,181 0.0893
2018-02-14 2017-12-31 13F DOMINION ENERGY UNIT 08/15/2019 25746U836 7,445 -4,016,504 385
2018-02-14 2017-12-31 13F DOMINION ENERGY COM 25746U109 4,023,949 4,012,556 326,181
2017-11-14 2017-09-30 13F DOMINION ENERGY UNIT 08/15/2019 25746U836 11,393 -48,207 -80.88 575 -80.70 0.0002
2017-11-14 2017-09-30 13F DOMINION ENERGY COM 25746U109 2,541,973 -837,012 195,554 0.0586
2017-08-11 2017-06-30 13F DOMINION ENERGY UNIT 08/15/2019 25746U836 59,600 56,100 1,602.86 2,979 1,592.61 0.0009
2017-08-11 2017-06-30 13F DOMINION ENERGY COM 25746U109 3,378,985 -474,093 258,931 0.0782
2017-05-22 2017-03-31 13F/A-1 DOMINION RES INC VA UNIT 08/15/2019 25746U836 3,500 3,000 600.00 176 604.00 0.0001
2017-05-22 2017-03-31 13F/A-1 DOMINION RES INC VA COM 25746U109 3,853,078 -390,543 298,883 0.0919
2017-05-12 2017-03-31 13F DOMINION RES INC VA UNIT 08/15/2019 25746U836 3,500 176
2017-05-12 2017-03-31 13F DOMINION RES INC VA COM 25746U109 3,853,078 298,883
2017-02-22 2016-12-31 13F/A-1 DOMINION RES INC VA UNIT 08/15/2019 25746U836 500 -2,440,903 -99.98 25 -99.99 0.0000
2017-02-22 2016-12-31 13F/A-1 DOMINION RES INC VA COM 25746U109 4,243,621 1,802,218 325,018 0.1064
2017-02-13 2016-12-31 13F DOMINION RES INC VA UNIT 08/15/2019 25746U836 500 25
2017-02-13 2016-12-31 13F DOMINION RES INC VA COM 25746U109 4,243,621 325,018
2016-11-10 2016-09-30 13F DOMINION RES INC VA COM 25746U109 2,441,403 570,925 30.52 181,323 24.39 0.0619
2016-08-12 2016-06-30 13F DOMINION RES INC VA COM 25746U109 1,870,478 174,487 10.29 145,768 14.41 0.0527
2016-05-12 2016-03-31 13F DOMINION RES INC VA COM 25746U109 1,695,991 250,448 17.33 127,404 30.30 0.0490
2016-02-09 2015-12-31 13F DOMINION RES INC VA COM 25746U109 1,445,543 -60,369 -4.01 97,775 -7.75 0.0354
2016-02-08 2015-09-30 13F/A-1 DOMINION RES INC VA COM 25746U109 1,505,912 -190,025 -11.20 105,986 -6.54 0.0392
2015-11-09 2015-09-30 13F DOMINION RES INC VA COM 25746U109 1,505,912 105,986
2015-08-12 2015-06-30 13F DOMINION RES INC VA COM 25746U109 1,695,937 -166,951 -8.96 113,408 -14.10 0.0393
2015-05-14 2015-03-31 13F DOMINION RES INC VA COM 25746U109 1,862,888 -142,219 -7.09 132,023 -14.38 0.0486
2015-02-13 2014-12-31 13F DOMINION RES INC VA COM 25746U109 2,005,107 215,736 12.06 154,193 24.72 0.0564
2014-12-16 2014-09-30 13F/A-1 DOMINION RES INC VA COM 25746U109 1,789,371 282,853 18.78 123,627 15.59 0.0475
2014-11-14 2014-09-30 13F DOMINION RES INC VA COM 25746U109 1,789,371 123,627
2014-05-13 2014-03-31 13F DOMINION RES INC VA COM 25746U109 1,506,518 70,160 4.88 106,949 15.10 0.0448
2014-02-13 2013-12-31 13F DOMINION RES INC VA COM 25746U109 1,436,358 118,387 8.98 92,917 12.84 0.0395
2013-11-13 2013-09-30 13F DOMINION RES INC COM ST COM 25746U109 1,317,971 -95,595 -6.76 82,346 2.52 0.0389
2013-08-08 2013-06-30 13F DOMINION RES INC COM ST COM 25746U109 1,413,566 1,413,566 80,320 0.0405
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.