Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionWaters Parkerson & Co., Llc
Latest Disclosed Ownership18,213 shares
Latest Disclosed Value $ 1,125,957
Waters Parkerson & Co., Llc reports 0.62% decrease in ownership of D / Dominion Energy, Inc.

On April 29, 2026 - Waters Parkerson & Co., Llc filed a 13F-HR form disclosing ownership of 18,213 shares of Dominion Energy, Inc. (US:D) valued at $1,125,928 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 18,326 shares of Dominion Energy, Inc.. This represents a change in shares of -0.62% during the quarter. The current value of the position is $1,218,450 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)
2026-04-29 2026-03-31 13F DOMINION ENERGY COM 25746U109 18,213 -113 -0.62 1,126 4.85 0.0579
2026-02-12 2025-12-31 13F DOMINION ENERGY COM 25746U109 18,326 0 0.00 1,074 -4.28 0.0528
2025-10-28 2025-09-30 13F DOMINION ENERGY COM 25746U109 18,326 700 3.97 1,121 12.55 0.0546
2025-08-14 2025-06-30 13F DOMINION ENERGY COM 25746U109 17,626 0 0.00 996 0.81 0.0497
2025-05-15 2025-03-31 13F DOMINION ENERGY COM 25746U109 17,626 0 0.00 988 4.11 0.0527
2025-02-14 2024-12-31 13F DOMINION ENERGY COM 25746U109 17,626 0 0.00 949 94,800.00 0.0500
2024-11-13 2024-09-30 13F DOMINION ENERGY INC COM Com 25746U109 17,626 -1,100 -5.87 1 0.0517
2024-08-13 2024-06-30 13F DOMINION ENERGY INC COM Com 25746U109 18,726 -350 -1.83 1 0.0489
2024-05-14 2024-03-31 13F DOMINION ENERGY INC COM Com 25746U109 19,076 -184 -0.96 1 0.0482
2024-02-14 2023-12-31 13F DOMINION ENERGY INC COM Com 25746U109 19,260 -166 -0.85 1 0.0501
2023-11-09 2023-09-30 13F DOMINION ENERGY INC COM Com 25746U109 19,426 -100 -0.51 1 -100.00 0.0519
2023-08-14 2023-06-30 13F DOMINION ENERGY INC COM Com 25746U109 19,526 -400 -2.01 1 0.00 0.0571
2023-05-02 2023-03-31 13F DOMINION ENERGY INC COM Com 25746U109 19,926 1,150 6.12 1 0.00 0.0658
2023-02-10 2022-12-31 13F DOMINION ENERGY INC COM Com 25746U109 18,776 9,564 103.82 1 -99.84 0.0692
2022-11-07 2022-09-30 13F DOMINION ENERGY INC COM Com 25746U109 9,212 -300 -3.15 637 -16.07 0.0427
2022-08-01 2022-06-30 13F DOMINION ENERGY INC COM Com 25746U109 9,512 0 0.00 759 -6.06 0.0479
2022-05-13 2022-03-31 13F DOMINION ENERGY INC COM Com 25746U109 9,512 0 0.00 808 8.17 0.0451
2022-02-14 2021-12-31 13F DOMINION ENERGY INC COM Com 25746U109 9,512 -11,068 -53.78 747 -50.30 0.0394
2021-11-04 2021-09-30 13F DOMINION ENERGY INC COM Com 25746U109 20,580 350 1.73 1,503 1.01 0.0865
2021-08-10 2021-06-30 13F DOMINION ENERGY INC COM Com 25746U109 20,230 -158 -0.77 1,488 -3.94 0.0860
2021-05-12 2021-03-31 13F DOMINION ENERGY INC COM Com 25746U109 20,388 537 2.71 1,549 3.75 0.0956
2021-02-10 2020-12-31 13F DOMINION ENERGY INC COM Com 25746U109 19,851 -443 -2.18 1,493 -6.80 0.0997
2020-11-16 2020-09-30 13F DOMINION ENERGY INC COM Com 25746U109 20,294 141 0.70 1,602 -2.08 0.1204
2020-08-13 2020-06-30 13F DOMINION ENERGY INC COM Com 25746U109 20,153 -280 -1.37 1,636 10.92 0.1327
2020-05-11 2020-03-31 13F DOMINION ENERGY INC COM Com 25746U109 20,433 215 1.06 1,475 -11.89 0.1432
2020-02-13 2019-12-31 13F DOMINION ENERGY INC COM Com 25746U109 20,218 110 0.55 1,674 2.70 0.1254
2019-11-13 2019-09-30 13F DOMINION ENERGY INC COM Com 25746U109 20,108 0 0.00 1,630 4.82 0.1314
2019-08-06 2019-06-30 13F DOMINION ENERGY INC COM Com 25746U109 20,108 0 0.00 1,555 0.91 0.1260
2019-05-13 2019-03-31 13F DOMINION ENERGY INC COM Com 25746U109 20,108 -750 -3.60 1,541 3.35 0.1295
2019-02-12 2018-12-31 13F DOMINION ENERGY INC COM Com 25746U109 20,858 0 0.00 1,491 1.71 0.1439
2018-11-13 2018-09-30 13F DOMINION ENERGY INC COM Com 25746U109 20,858 -4,328 -17.18 1,466 -14.62 0.1197
2018-08-13 2018-06-30 13F DOMINION ENERGY INC COM Com 25746U109 25,186 0 0.00 1,717 1.12 0.1476
2018-05-08 2018-03-31 13F DOMINION ENERGY INC COM Com 25746U109 25,186 -5,446 -17.78 1,698 -31.61 0.1489
2018-02-09 2017-12-31 13F DOMINION ENERGY INC COM Com 25746U109 30,632 0 0.00 2,483 5.35 0.2089
2017-11-13 2017-09-30 13F DOMINION ENERGY INC COM Com 25746U109 30,632 1,000 3.37 2,357 3.79 0.2080
2017-08-11 2017-06-30 13F DOMINION ENERGY INC COM Com 25746U109 29,632 0 0.00 2,271 -1.22 0.2101
2017-05-12 2017-03-31 13F DOMINION RES INC VA NEW COM Com 25746U109 29,632 -496 -1.65 2,299 -0.39 0.2175
2017-02-15 2016-12-31 13F DOMINION RES INC VA NEW COM Com 25746U109 30,128 -304 -1.00 2,308 2.12 0.2327
2016-11-14 2016-09-30 13F DOMINION RES INC VA NEW COM Com 25746U109 30,432 -400 -1.30 2,260 -5.95 0.2314
2016-08-10 2016-06-30 13F DOMINION RES INC VA NEW COM Com 25746U109 30,832 5,112 19.88 2,403 24.38 0.2574
2016-05-16 2016-03-31 13F DOMINION RES INC VA NEW COM Com 25746U109 25,720 0 0.00 1,932 11.03 0.2134
2016-02-16 2015-12-31 13F DOMINION RES INC VA NEW COM Com 25746U109 25,720 0 0.00 1,740 -3.87 0.1994
2015-11-16 2015-09-30 13F DOMINION RES INC VA NEW COM Com 25746U109 25,720 650 2.59 1,810 8.00 0.2304
2015-08-13 2015-06-30 13F DOMINION RES INC VA NEW COM Com 25746U109 25,070 -450 -1.76 1,676 -7.35 0.1966
2015-05-11 2015-03-31 13F DOMINION RES INC VA NEW COM Com 25746U109 25,520 728 2.94 1,809 -5.14 0.2119
2015-02-13 2014-12-31 13F DOMINION RES INC VA NEW COM Com 25746U109 24,792 -2,500 -9.16 1,907 1.11 0.2260
2014-11-13 2014-09-30 13F DOMINION RES INC VA NEW COM Com 25746U109 27,292 2,860 11.71 1,886 7.96 0.2261
2014-08-12 2014-06-30 13F DOMINION RES INC VA NEW COM Com 25746U109 24,432 0 0.00 1,747 0.75 0.2090
2014-05-08 2014-03-31 13F DOMINION RES INC VA NEW COM Com 25746U109 24,432 0 0.00 1,734 9.68 0.2143
2014-02-07 2013-12-31 13F DOMINION RES INC VA NEW COM Com 25746U109 24,432 -536 -2.15 1,581 1.35 0.1938
2013-11-15 2013-09-30 13F DOMINION RES INC VA NEW COM Com 25746U109 24,968 11,068 79.63 1,560 97.47 0.2100
2013-11-18 2013-06-30 13F DOMINION RES INC VA NEW COM Com 25746U109 13,900 13,900 790 0.1149
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.