Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionToroso Investments, LLC
Latest Disclosed Ownership129,671 shares
Latest Disclosed Value $ 8,016,261
Toroso Investments, LLC reports 53.48% increase in ownership of D / Dominion Energy, Inc.

On May 15, 2026 - Toroso Investments, LLC filed a 13F-HR form disclosing ownership of 129,671 shares of Dominion Energy, Inc. (US:D) valued at $8,016,261 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 84,485 shares of Dominion Energy, Inc.. This represents a change in shares of 53.48% during the quarter. The current value of the position is $8,674,990 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 129,671 45,186 53.48 8,016 61.97 0.0126
2026-02-13 2025-12-31 13F DOMINION ENERGY COM 25746U109 84,485 13,949 19.78 4,950 14.72 0.0117
2025-11-14 2025-09-30 13F DOMINION ENERGY COM 25746U109 70,536 37,213 111.67 4,315 129.10 0.0086
2025-08-14 2025-06-30 13F DOMINION ENERGY COM 25746U109 33,323 -12,052 -26.56 1,883 -25.98 0.0113
2025-05-14 2025-03-31 13F DOMINION ENERGY COM 25746U109 45,375 -26,441 -36.82 2,544 -34.23 0.0207
2025-02-14 2024-12-31 13F DOMINION ENERGY COM 25746U109 71,816 33,477 87.32 3,868 74.63 0.0304
2024-11-25 2024-09-30 13F/A-1 DOMINION ENERGY COM 25746U109 38,339 2,891 8.16 2,216 27.59 0.0234
2024-11-14 2024-09-30 13F DOMINION ENERGY COM 25746U109 38,339 2,891 2,216 0.0152
2024-08-14 2024-06-30 13F DOMINION ENERGY COM 25746U109 35,448 -490 -1.36 1,737 -1.75 0.0233
2024-05-16 2024-03-31 13F DOMINION ENERGY COM 25746U109 35,938 3,138 9.57 1,768 14.67 0.0292
2024-02-15 2023-12-31 13F DOMINION ENERGY COM 25746U109 32,800 4,389 15.45 1,542 21.43 0.0359
2023-11-15 2023-09-30 13F DOMINION ENERGY COM 25746U109 28,411 5,775 25.51 1,269 126,800.00 0.0386
2023-08-14 2023-06-30 13F DOMINION ENERGY COM 25746U109 22,636 -5,504 -19.56 1 0.00 0.0345
2023-05-23 2023-03-31 13F/A-1 DOMINION ENERGY COM 25746U109 28,140 14,529 106.74 2 -99.88 0.0518
2023-05-15 2023-03-31 13F DOMINION ENERGY COM 25746U109 28,140 14,529 2 0.0558
2023-02-15 2022-12-31 13F DOMINION ENERGY COM 25746U109 13,611 4,262 45.59 835 29.26 0.0321
2022-11-23 2022-09-30 13F DOMINION ENERGY COM 25746U109 9,349 527 5.97 646 -8.24 0.0268
2022-08-15 2022-06-30 13F DOMINION ENERGY COM 25746U109 8,822 -1,909 -17.79 704 -22.81 0.0258
2022-05-20 2022-03-31 13F DOMINION ENERGY COM 25746U109 10,731 1,075 11.13 912 20.16 0.0272
2022-02-16 2021-12-31 13F DOMINION ENERGY COM 25746U109 9,656 1,570 19.42 759 28.43 0.0232
2021-11-15 2021-09-30 13F DOMINION ENERGY COM 25746U109 8,086 -430 -5.05 591 -5.74 0.0221
2021-08-13 2021-06-30 13F DOMINION ENERGY COM 25746U109 8,516 2,554 42.84 627 38.41 0.0245
2021-05-17 2021-03-31 13F DOMINION ENERGY COM 25746U109 5,962 1,540 34.83 453 36.04 0.0212
2021-02-16 2020-12-31 13F DOMINION ENERGY COM 25746U109 4,422 4,422 333 0.0230
2020-11-16 2020-09-30 13F DOMINION ENERGY COM 25746U109 0 -3,393 -100.00 0 -100.00
2020-08-17 2020-06-30 13F DOMINION ENERGY COM 25746U109 3,393 3,393 275 0.0373
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.