Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionPalisade Asset Management, LLC
Latest Disclosed Ownership3,792 shares
Latest Disclosed Value $ 234,422
Palisade Asset Management, LLC reports 0.34% decrease in ownership of D / Dominion Energy, Inc.

On April 14, 2026 - Palisade Asset Management, LLC filed a 13F-HR form disclosing ownership of 3,792 shares of Dominion Energy, Inc. (US:D) valued at $234,421 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,805 shares of Dominion Energy, Inc.. This represents a change in shares of -0.34% during the quarter. The current value of the position is $253,685 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)
2026-04-14 2026-03-31 13F DOMINION ENERGY COM 25746U109 3,792 -13 -0.34 234 5.41 0.0235
2026-02-13 2025-12-31 13F DOMINION ENERGY COM 25746U109 3,805 -22,353 -85.45 223 -86.12 0.0217
2025-11-17 2025-09-30 13F DOMINION ENERGY COM 25746U109 26,158 13 0.05 1,600 8.33 0.1488
2025-08-07 2025-06-30 13F DOMINION ENERGY COM 25746U109 26,145 -300 -1.13 1,478 -0.34 0.1470
2025-04-23 2025-03-31 13F DOMINION ENERGY COM 25746U109 26,445 120 0.46 1,483 4.59 0.1523
2025-02-11 2024-12-31 13F DOMINION ENERGY COM 25746U109 26,325 -1,150 -4.19 1,418 -10.71 0.1439
2024-11-12 2024-09-30 13F DOMINION ENERGY COM 25746U109 27,475 0 0.00 1,588 17.90 0.1555
2024-08-02 2024-06-30 13F DOMINION ENERGY COM 25746U109 27,475 -166 -0.60 1,346 -0.96 0.1392
2024-05-01 2024-03-31 13F DOMINION ENERGY COM 25746U109 27,641 0 0.00 1,360 4.62 0.1324
2024-02-06 2023-12-31 13F DOMINION ENERGY COM 25746U109 27,641 -2,840 -9.32 1,299 -4.56 0.1424
2023-11-07 2023-09-30 13F DOMINION ENERGY COM 25746U109 30,481 -500 -1.61 1,362 -15.15 0.1655
2023-08-08 2023-06-30 13F DOMINION ENERGY COM 25746U109 30,981 -320 -1.02 1,605 -8.34 0.1861
2023-05-10 2023-03-31 13F DOMINION ENERGY COM 25746U109 31,301 0 0.00 1,750 -8.81 0.2144
2023-02-07 2022-12-31 13F DOMINION ENERGY COM 25746U109 31,301 -724 -2.26 1,919 -13.29 0.2198
2022-11-09 2022-09-30 13F DOMINION ENERGY COM 25746U109 32,025 0 0.00 2,213 -13.42 0.3034
2022-08-05 2022-06-30 13F Dominion Resources COM 25746U109 32,025 0 0.00 2,556 -6.06 0.3284
2022-04-21 2022-03-31 13F Dominion Resources COM 25746U109 32,025 2,500 8.47 2,721 17.34 0.3121
2022-02-01 2021-12-31 13F Dominion Resources COM 25746U109 29,525 -4,930 -14.31 2,319 -7.83 0.2594
2021-10-25 2021-09-30 13F Dominion Resources COM 25746U109 34,455 0 0.00 2,516 -0.75 0.3068
2021-07-22 2021-06-30 13F Dominion Resources COM 25746U109 34,455 0 0.00 2,535 -3.13 0.2982
2021-05-04 2021-03-31 13F Dominion Resources COM 25746U109 34,455 -24,200 -41.26 2,617 -40.67 0.3368
2021-02-03 2020-12-31 13F Dominion Resources COM 25746U109 58,655 -350 -0.59 4,411 -5.28 0.6006
2020-10-26 2020-09-30 13F Dominion Resources COM 25746U109 59,005 0 0.00 4,657 -2.78 0.7014
2020-07-27 2020-06-30 13F Dominion Resources COM 25746U109 59,005 85 0.14 4,790 12.63 0.7639
2020-04-24 2020-03-31 13F Dominion Resources COM 25746U109 58,920 90 0.15 4,253 -12.71 0.7754
2020-01-16 2019-12-31 13F Dominion Resources COM 25746U109 58,830 2,158 3.81 4,872 6.07 0.7127
2019-10-16 2019-09-30 13F Dominion Resources COM 25746U109 56,672 1,012 1.82 4,593 6.71 0.7004
2019-07-25 2019-06-30 13F Dominion Resources COM 25746U109 55,660 0 0.00 4,304 0.87 0.6684
2019-04-15 2019-03-31 13F Dominion Resources COM 25746U109 55,660 0 0.00 4,267 7.29 0.6759
2019-01-16 2018-12-31 13F Dominion Resources COM 25746U109 55,660 4,386 8.55 3,977 10.35 0.5835
2018-10-19 2018-09-30 13F Dominion Resources COM 25746U109 51,274 74 0.14 3,604 3.24 0.4764
2018-07-26 2018-06-30 13F Dominion Resources COM 25746U109 51,200 6,600 14.80 3,491 16.10 0.5045
2018-04-25 2018-03-31 13F Dominion Resources COM 25746U109 44,600 13,000 41.14 3,007 17.42 0.4545
2018-02-01 2017-12-31 13F Dominion Resources COM 25746U109 31,600 0 0.00 2,561 5.35 0.4053
2017-11-02 2017-09-30 13F/A-1 DOMINION RES COM 25746U109 31,600 1,200 3.95 2,431 4.33 0.4420
2017-10-26 2017-09-30 13F DOMINION RES COM 25746U109 31,600 1,200 2,431
2017-08-01 2017-06-30 13F DOMINION RES COM 25746U109 30,400 9,000 42.06 2,330 40.36 0.4573
2017-04-27 2017-03-31 13F DOMINION RES COM 25746U109 21,400 0 0.00 1,660 1.28 0.3049
2017-02-01 2016-12-31 13F DOMINION RES COM 25746U109 21,400 0 0.00 1,639 3.15 0.3141
2016-10-20 2016-09-30 13F DOMINION RES COM 25746U109 21,400 0 0.00 1,589 -4.74 0.2957
2016-07-12 2016-06-30 13F DOMINION RES COM 25746U109 21,400 0 0.00 1,668 3.73 0.3153
2016-04-14 2016-03-31 13F DOMINION RES COM 25746U109 21,400 0 0.00 1,608 11.13 0.3114
2016-02-29 2015-12-31 13F DOMINION RES COM 25746U109 21,400 0 0.00 1,447 -3.92 0.3101
2015-10-21 2015-09-30 13F DOMINION RES COM 25746U109 21,400 0 0.00 1,506 5.24 0.3368
2015-07-13 2015-06-30 13F DOMINION RES COM 25746U109 21,400 0 0.00 1,431 -5.67 0.2848
2015-04-10 2015-03-31 13F DOMINION RES COM 25746U109 21,400 0 0.00 1,517 -7.84 0.2984
2015-01-16 2014-12-31 13F DOMINION RES COM 25746U109 21,400 0 0.00 1,646 11.29 0.3239
2014-10-09 2014-09-30 13F DOMINION RES COM 25746U109 21,400 0 0.00 1,479 -3.40 0.3035
2014-07-25 2014-06-30 13F DOMINION RES COM 25746U109 21,400 0 0.00 1,531 0.79 0.3215
2014-04-22 2014-03-31 13F DOMINION RES COM 25746U109 21,400 -570 -2.59 1,519 6.90 0.3334
2014-02-04 2013-12-31 13F DOMINION RES INC VA COM 25746U109 21,970 0 0.00 1,421 3.50 0.3218
2013-10-25 2013-09-30 13F DOMINION RES INC VA COM 25746U109 21,970 300 1.38 1,373 11.54 0.3498
2013-08-02 2013-06-30 13F DOMINION RES INC VA COM 25746U109 21,670 21,670 1,231 0.3100
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.