Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionSmith, Moore & Co.
Latest Disclosed Ownership9,832 shares
Latest Disclosed Value $ 607,814
Smith, Moore & Co. reports 2.02% decrease in ownership of D / Dominion Energy, Inc.

On May 5, 2026 - Smith, Moore & Co. filed a 13F-HR form disclosing ownership of 9,832 shares of Dominion Energy, Inc. (US:D) valued at $607,814 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 10,035 shares of Dominion Energy, Inc.. This represents a change in shares of -2.02% during the quarter. The current value of the position is $643,603 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)
2026-05-05 2026-03-31 13F DOMINION ENERGY INC COM Stock 25746U109 9,832 -203 -2.02 608 3.41 0.0442
2026-01-23 2025-12-31 13F DOMINION ENERGY COM 25746U109 10,035 500 5.24 588 0.69 0.0444
2025-11-12 2025-09-30 13F DOMINION ENERGY OM 25746U109 9,535 445 4.90 583 13.65 0.0447
2025-08-13 2025-06-30 13F DOMINION ENERGY COM 25746U109 9,090 -203 -2.18 514 -1.54 0.0431
2025-05-15 2025-03-31 13F DOMINION ENERGY COM 25746U109 9,293 901 10.74 521 15.27 0.0482
2025-02-13 2024-12-31 13F DOMINION ENERGY COM 25746U109 8,392 1,002 13.56 452 5.85 0.0413
2024-11-12 2024-09-30 13F DOMINION ENERGY COM 25746U109 7,390 -32 -0.43 427 17.63 0.0408
2024-08-14 2024-06-30 13F DOMINION ENERGY COM 25746U109 7,422 3 0.04 364 -0.27 0.0375
2024-05-13 2024-03-31 13F DOMINION ENERGY COM 25746U109 7,419 -136 -1.80 365 2.54 0.0389
2024-02-13 2023-12-31 13F DOMINION ENERGY COM 25746U109 7,555 -18 -0.24 355 5.03 0.0418
2023-11-15 2023-09-30 13F/A-1 DOMINION ENERGY COM 25746U109 7,573 -205 -2.64 338 -15.92 0.0447
2023-11-14 2023-09-30 13F DOMINION ENERGY COM 25746U109 7,778 0 403 0.0513
2023-08-11 2023-06-30 13F DOMINION ENERGY COM 25746U109 7,778 402 5.45 403 -2.43 0.0513
2023-05-12 2023-03-31 13F DOMINION ENERGY COM 25746U109 7,376 31 0.42 412 -8.44 0.0561
2023-02-13 2022-12-31 13F DOMINION ENERGY COM 25746U109 7,345 15 0.20 450 -11.24 0.0625
2022-11-14 2022-09-30 13F DOMINION ENERGY COM 25746U109 7,330 54 0.74 507 -12.74 0.0769
2022-08-12 2022-06-30 13F DOMINION ENERGY COM 25746U109 7,276 0 0.00 581 -5.99 0.0896
2022-05-12 2022-03-31 13F DOMINION ENERGY COM 25746U109 7,276 0 0.00 618 8.04 0.0843
2022-02-08 2021-12-31 13F DOMINION ENERGY COM 25746U109 7,276 -1,150 -13.65 572 -6.99 0.0794
2021-11-12 2021-09-30 13F DOMINION ENERGY COM 25746U109 8,426 250 3.06 615 2.16 0.0938
2021-08-10 2021-06-30 13F DOMINION ENERGY COM 25746U109 8,176 -1,050 -11.38 602 -14.12 0.0907
2021-05-14 2021-03-31 13F DOMINION ENERGY COM 25746U109 9,226 -3,404 -26.95 701 -26.21 0.1134
2021-02-16 2020-12-31 13F DOMINION ENERGY COM 25746U109 12,630 -1,176 -8.52 950 -12.84 0.1773
2020-11-12 2020-09-30 13F DOMINION ENERGY COM 25746U109 13,806 418 3.12 1,090 0.28 0.2265
2020-08-10 2020-06-30 13F DOMINION ENERGY COM 25746U109 13,388 -13 -0.10 1,087 12.41 0.2401
2020-05-15 2020-03-31 13F DOMINION ENERGY COM 25746U109 13,401 -15 -0.11 967 -12.96 0.2550
2020-02-07 2019-12-31 13F DOMINION ENERGY COM 25746U109 13,416 -627 -4.46 1,111 -2.37 0.2307
2019-11-07 2019-09-30 13F DOMINION ENERGY COM 25746U109 14,043 815 6.16 1,138 11.24 0.2518
2019-08-15 2019-06-30 13F DOMINION ENERGY COM 25746U109 13,228 225 1.73 1,023 2.61 0.2301
2019-05-07 2019-03-31 13F DOMINION ENERGY COM 25746U109 13,003 -48 -0.37 997 6.86 0.2372
2019-02-15 2018-12-31 13F DOMINION ENERGY COM 25746U109 13,051 0 0.00 933 1.74 0.2534
2018-11-15 2018-09-30 13F DOMINION ENERGY COM 25746U109 13,051 1,169 9.84 917 13.21 0.2091
2018-08-14 2018-06-30 13F DOMINION ENERGY COM 25746U109 11,882 -300 -2.46 810 -1.34 0.2032
2018-05-14 2018-03-31 13F DOMINION ENERGY COM 25746U109 12,182 659 5.72 821 -12.10 0.2200
2018-02-09 2017-12-31 13F DOMINION ENERGY COM 25746U109 11,523 1,064 10.17 934 16.02 0.2518
2017-11-02 2017-09-30 13F DOMINION ENERGY COM 25746U109 10,459 4,314 70.20 805 70.91 0.2290
2017-08-11 2017-06-30 13F DOMINION ENERGY COM 25746U109 6,145 0 0.00 471 -1.26 0.1579
2017-05-08 2017-03-31 13F DOMINION RES INC VA COM 25746U109 6,145 0 0.00 477 1.27 0.1712
2017-02-02 2016-12-31 13F DOMINION RES INC VA COM 25746U109 6,145 0 0.00 471 3.29 0.1795
2016-11-14 2016-09-30 13F DOMINION RES INC VA COM 25746U109 6,145 0 0.00 456 -4.80 0.1832
2016-08-10 2016-06-30 13F DOMINION RES INC VA COM 25746U109 6,145 -1,300 -17.46 479 -14.31 0.1984
2016-05-12 2016-03-31 13F DOMINION RES INC VA COM 25746U109 7,445 0 0.00 559 10.91 0.2415
2016-02-12 2015-12-31 13F DOMINION RES INC VA COM 25746U109 7,445 7,445 504 0.2506
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.