Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionPinnacle Associates Ltd
Latest Disclosed Ownership62,231 shares
Latest Disclosed Value $ 3,847,107
Pinnacle Associates Ltd reports 3.89% increase in ownership of D / Dominion Energy, Inc.

On April 21, 2026 - Pinnacle Associates Ltd filed a 13F-HR form disclosing ownership of 62,231 shares of Dominion Energy, Inc. (US:D) valued at $3,847,120 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 59,898 shares of Dominion Energy, Inc.. This represents a change in shares of 3.89% during the quarter. The current value of the position is $4,073,641 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)
2026-04-21 2026-03-31 13F DOMINION ENERGY COM 25746U109 62,231 2,333 3.89 3,847 9.63 0.0493
2026-02-05 2025-12-31 13F DOMINION ENERGY COM 25746U109 59,898 -4,404 -6.85 3,509 -10.78 0.0450
2025-11-13 2025-09-30 13F DOMINION ENERGY COM 25746U109 64,302 -620 -0.95 3,933 7.20 0.0522
2025-08-04 2025-06-30 13F DOMINION ENERGY COM 25746U109 64,922 2 0.00 3,669 0.80 0.0531
2025-05-06 2025-03-31 13F DOMINION ENERGY COM 25746U109 64,920 32,823 102.26 3,640 110.65 0.0533
2025-02-14 2024-12-31 13F DOMINION ENERGY COM 25746U109 32,097 2,495 8.43 1,729 24.23 0.0235
2024-10-25 2024-09-30 13F DOMINION ENERGY COM 25746U109 29,602 1,686 6.04 1,391 1.76 0.0237
2024-07-30 2024-06-30 13F DOMINION ENERGY COM 25746U109 27,916 558 2.04 1,368 1.64 0.0214
2024-04-26 2024-03-31 13F DOMINION ENERGY COM 25746U109 27,358 -2,244 -7.58 1,346 -3.31 0.0212
2024-01-19 2023-12-31 13F DOMINION ENERGY COM 25746U109 29,602 -3,860 -11.54 1,391 -6.89 0.0234
2023-10-24 2023-09-30 13F DOMINION ENERGY COM 25746U109 33,462 -6,340 -15.93 1,495 -27.51 0.0278
2023-07-27 2023-06-30 13F DOMINION ENERGY COM 25746U109 39,802 7,398 22.83 2,061 13.80 0.0358
2023-05-05 2023-03-31 13F DOMINION ENERGY COM 25746U109 32,404 -1,427 -4.22 1,812 -12.68 0.0371
2023-02-01 2022-12-31 13F/A-1 DOMINION ENERGY COM 25746U109 33,831 -297 -0.87 2,075 -12.08 0.0452
2023-01-25 2022-12-31 13F DOMINION ENERGY COM 25746U109 33,928 -200 2,088 0.0000
2022-11-01 2022-09-30 13F DOMINION ENERGY COM 25746U109 34,128 1,063 3.21 2,359 -10.61 0.0541
2022-08-02 2022-06-30 13F DOMINION ENERGY COM 25746U109 33,065 -1,173 -3.43 2,639 -9.28 0.0575
2022-05-05 2022-03-31 13F DOMINION ENERGY COM 25746U109 34,238 -2,062 -5.68 2,909 2.00 0.0515
2022-02-02 2021-12-31 13F DOMINION ENERGY COM 25746U109 36,300 128 0.35 2,852 7.99 0.0492
2021-10-19 2021-09-30 13F DOMINION ENERGY COM 25746U109 36,172 -1,904 -5.00 2,641 -5.71 0.0487
2021-08-02 2021-06-30 13F DOMINION ENERGY COM 25746U109 38,076 -3,387 -8.17 2,801 -11.08 0.0506
2021-05-12 2021-03-31 13F DOMINION ENERGY COM 25746U109 41,463 -10,487 -20.19 3,150 -19.38 0.0601
2021-01-26 2020-12-31 13F DOMINION ENERGY COM 25746U109 51,950 -2,839 -5.18 3,907 -9.66 0.0793
2020-10-23 2020-09-30 13F DOMINION ENERGY COM 25746U109 54,789 1,841 3.48 4,325 0.63 0.1027
2020-08-14 2020-06-30 13F DOMINION ENERGY COM 25746U109 52,948 6,273 13.44 4,298 27.57 0.1060
2020-05-13 2020-03-31 13F DOMINION ENERGY COM 25746U109 46,675 3,652 8.49 3,369 -5.44 0.1023
2020-02-03 2019-12-31 13F DOMINION ENERGY COM 25746U109 43,023 1,921 4.67 3,563 6.96 0.0780
2019-11-08 2019-09-30 13F DOMINION ENERGY COM 25746U109 41,102 2,293 5.91 3,331 11.00 0.0785
2019-08-05 2019-06-30 13F DOMINION ENERGY COM 25746U109 38,809 349 0.91 3,001 1.80 0.0703
2019-05-10 2019-03-31 13F DOMINION ENERGY COM 25746U109 38,460 2,600 7.25 2,948 15.02 0.0666
2019-02-05 2018-12-31 13F DOMINION ENERGY COM 25746U109 35,860 1,020 2.93 2,563 4.65 0.0662
2018-11-09 2018-09-30 13F DOMINION ENERGY COM 25746U109 34,840 7,095 25.57 2,449 29.44 0.0508
2018-08-08 2018-06-30 13F DOMINION ENERGY COM 25746U109 27,745 21,614 352.54 1,892 358.11 0.0389
2018-05-11 2018-03-31 13F DOMINION ENERGY COM 25746U109 6,131 641 11.68 413 -7.19 0.0081
2018-02-12 2017-12-31 13F DOMINION ENERGY COM 25746U109 5,490 0 0.00 445 5.45 0.0085
2017-11-13 2017-09-30 13F DOMINION ENERGY COM 25746U109 5,490 -50 -0.90 422 -0.71 0.0078
2017-08-09 2017-06-30 13F DOMINION ENERGY COM 25746U109 5,540 -267 -4.60 425 -5.56 0.0082
2017-05-09 2017-03-31 13F DOMINION RES INC VA COM 25746U109 5,807 48 0.83 450 2.04 0.0086
2017-02-10 2016-12-31 13F DOMINION RES INC VA COM 25746U109 5,759 0 0.00 441 3.04 0.0089
2016-11-14 2016-09-30 13F DOMINION RES INC VA COM 25746U109 5,759 0 0.00 428 -4.68 0.0086
2016-08-15 2016-06-30 13F DOMINION RES INC VA COM 25746U109 5,759 75 1.32 449 5.15 0.0097
2016-05-13 2016-03-31 13F DOMINION RES INC VA COM 25746U109 5,684 -625 -9.91 427 0.00 0.0091
2016-02-11 2015-12-31 13F/A-1 DOMINION RES INC VA COM 25746U109 6,309 30 0.48 427 -3.39 0.0090
2016-02-09 2015-12-31 13F DOMINION RES INC VA COM 25746U109 6,309 30 427 0.0091
2015-11-10 2015-09-30 13F DOMINION RES INC VA COM 25746U109 6,279 48 0.77 442 6.00 0.0098
2015-08-12 2015-06-30 13F DOMINION RES INC VA COM 25746U109 6,231 -100 -1.58 417 -7.13 0.0077
2015-05-15 2015-03-31 13F Dominion Resources COM 25746U109 6,331 -345 -5.17 449 -12.48 0.0084
2015-02-12 2014-12-31 13F Dominion Resources COM 25746U109 6,676 0 0.00 513 11.28 0.0101
2014-11-12 2014-09-30 13F Dominion Resources COM 25746U109 6,676 -100 -1.48 461 -4.95 0.0094
2014-08-14 2014-06-30 13F Dominion Resources COM 25746U109 6,776 -3,975 -36.97 485 -36.44 0.0095
2014-05-14 2014-03-31 13F Dominion Resources COM 25746U109 10,751 0 0.00 763 9.78 0.0149
2014-02-12 2013-12-31 13F Dominion Resources COM 25746U109 10,751 0 0.00 695 3.42 0.0136
2013-11-14 2013-09-30 13F Dominion Resources COM 25746U109 10,751 -201 -1.84 672 8.04 0.0139
2013-08-13 2013-06-30 13F Dominion Resources COM 25746U109 10,952 10,952 622 0.0140
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.