Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionWellington Management Group Llp
Latest Disclosed Ownership44,943,745 shares
Ownership 5.30%
Wellington Management Group Llp ownership in D / Dominion Energy, Inc.

2026-02-10 - Wellington Management Group Llp has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 44,943,745 shares of Dominion Energy, Inc. (US:D). This represents 5.3 percent ownership of the company.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2026-02-10 2026-02-10 13G 44,943,745 5.30

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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 47,595,010 2,651,283 5.90 2,942,324 11.74 0.0779
2026-02-17 2025-12-31 13F DOMINION ENERGY COM 25746U109 44,943,727 14,197,581 46.18 2,633,253 40.01 0.4614
2025-11-14 2025-09-30 13F DOMINION ENERGY COM 25746U109 30,746,146 1,298,881 4.41 1,880,742 13.00 0.3292
2025-08-14 2025-06-30 13F DOMINION ENERGY COM 25746U109 29,447,265 11,703,067 65.95 1,664,359 67.29 0.3021
2025-05-13 2025-03-31 13F DOMINION ENERGY COM 25746U109 17,744,198 2,882,252 19.39 994,917 24.29 0.1914
2025-02-12 2024-12-31 13F DOMINION ENERGY COM 25746U109 14,861,946 -373,299 -2.45 800,464 -9.08 0.1466
2024-11-14 2024-09-30 13F DOMINION ENERGY COM 25746U109 15,235,245 -233,105 -1.51 880,445 16.16 0.1542
2024-08-14 2024-06-30 13F DOMINION ENERGY COM 25746U109 15,468,350 -2,407,635 -13.47 757,949 -13.80 0.1353
2024-05-15 2024-03-31 13F DOMINION ENERGY COM 25746U109 17,875,985 -617,288 -3.34 879,320 1.17 0.1558
2024-02-12 2023-12-31 13F DOMINION ENERGY COM 25746U109 18,493,273 2,153,488 13.18 869,184 19.08 0.1622
2023-11-14 2023-09-30 13F DOMINION ENERGY COM 25746U109 16,339,785 14,105,237 631.23 729,898 530.71 0.1464
2023-08-14 2023-06-30 13F DOMINION ENERGY COM 25746U109 2,234,548 1,688,901 309.52 115,727 279.35 0.0219
2023-05-12 2023-03-31 13F DOMINION ENERGY COM 25746U109 545,647 158,704 41.01 30,507 28.58 0.0060
2023-02-13 2022-12-31 13F DOMINION ENERGY COM 25746U109 386,943 -5,844,116 -93.79 23,727 -94.49 0.0048
2022-11-14 2022-09-30 13F DOMINION ENERGY COM 25746U109 6,231,059 -9,700,925 -60.89 430,628 -66.13 0.0917
2022-08-15 2022-06-30 13F DOMINION ENERGY COM 25746U109 15,931,984 -449,166 -2.74 1,271,532 -8.65 0.2561
2022-05-16 2022-03-31 13F DOMINION ENERGY COM 25746U109 16,381,150 147,223 0.91 1,391,906 9.14 0.2383
2022-02-11 2021-12-31 13F DOMINION ENERGY COM 25746U109 16,233,927 586,507 3.75 1,275,338 11.62 0.2040
2021-11-15 2021-09-30 13F DOMINION ENERGY COM 25746U109 15,647,420 -392,456 -2.45 1,142,574 -3.18 0.1943
2021-08-16 2021-06-30 13F DOMINION ENERGY COM 25746U109 16,039,876 47,464 0.30 1,180,054 -2.86 0.1964
2021-05-17 2021-03-31 13F DOMINION ENERGY COM 25746U109 15,992,412 -937,104 -5.54 1,214,784 -4.58 0.2139
2021-02-12 2020-12-31 13F DOMINION ENERGY COM 25746U109 16,929,516 -7,027,449 -29.33 1,273,099 -32.67 0.2344
2020-11-16 2020-09-30 13F DOMINION ENERGY COM 25746U109 23,956,965 -10,161,738 -29.78 1,890,924 -31.73 0.3914
2020-08-14 2020-06-30 13F DOMINION ENERGY COM 25746U109 34,118,703 3,519,248 11.50 2,769,756 25.39 0.6167
2020-05-14 2020-03-31 13F DOMINION ENERGY COM 25746U109 30,599,455 892,983 3.01 2,208,975 -10.21 0.5846
2020-02-11 2019-12-31 13F DOMINION ENERGY COM 25746U109 29,706,472 -201,926 -0.68 2,460,290 1.51 0.5156
2019-11-13 2019-09-30 13F DOMINION ENERGY COM 25746U109 29,908,398 -458,273 -1.51 2,423,776 3.23 0.5466
2019-08-14 2019-06-30 13F DOMINION ENERGY COM 25746U109 30,366,671 30,361,121 547,047.23 2,347,951 847,535.74 0.5198
2019-05-15 2019-03-31 13F DOMINION ENERGY UNIT 08/15/2019 25746U836 5,550 -30,137,435 -99.98 277 -99.99 0.0001
2019-05-15 2019-03-31 13F DOMINION ENERGY COM 25746U109 30,829,059 686,074 2,363,356 0.5352
2019-02-14 2018-12-31 13F DOMINION ENERGY COM 25746U109 30,142,985 2,756,651 10.07 2,154,018 11.91 0.5391
2018-11-14 2018-09-30 13F DOMINION ENERGY COM 25746U109 27,386,334 -443,241 -1.59 1,924,712 1.44 0.4053
2018-08-14 2018-06-30 13F DOMINION ENERGY COM 25746U109 27,829,575 116,286 0.42 1,897,421 1.54 0.4224
2018-05-15 2018-03-31 13F DOMINION ENERGY COM 25746U109 27,713,289 1,117,011 4.20 1,868,707 -13.32 0.4229
2018-02-13 2017-12-31 13F DOMINION ENERGY COM 25746U109 26,596,278 -521,848 -1.92 2,155,895 3.34 0.4763
2017-11-13 2017-09-30 13F DOMINION ENERGY COM 25746U109 27,118,126 -2,562,093 -8.63 2,086,197 -8.27 0.4789
2017-08-14 2017-06-30 13F DOMINION ENERGY COM 25746U109 29,680,219 -891,812 -2.92 2,274,395 -4.09 0.5355
2017-05-11 2017-03-31 13F DOMINION RES INC VA COM 25746U109 30,572,031 790,484 2.65 2,371,472 3.97 0.5712
2017-02-14 2016-12-31 13F DOMINION RES INC VA COM 25746U109 29,781,547 -407,689 -1.35 2,280,969 1.73 0.5722
2016-11-14 2016-09-30 13F DOMINION RES INC VA COM 25746U109 30,189,236 966,367 3.31 2,242,155 -1.54 0.5616
2016-08-15 2016-06-30 13F DOMINION RES INC VA COM 25746U109 29,222,869 443,720 1.54 2,277,338 5.34 0.5887
2016-05-13 2016-03-31 13F DOMINION RES INC VA COM 25746U109 28,779,149 2,689,111 10.31 2,161,888 22.51 0.5689
2016-02-12 2015-12-31 13F DOMINION RES INC VA COM 25746U109 26,090,038 3,464,648 15.31 1,764,730 10.82 0.4617
2015-11-16 2015-09-30 13F DOMINION RES INC VA COM 25746U109 22,625,390 3,836,296 20.42 1,592,374 26.74 0.4440
2015-08-14 2015-06-30 13F DOMINION RES INC VA COM 25746U109 18,789,094 2,228,122 13.45 1,256,428 7.05 0.3241
2015-05-15 2015-03-31 13F DOMINION RES INC VA COM 25746U109 16,560,972 3,165,775 23.63 1,173,675 13.94 0.3017
2015-02-13 2014-12-31 13F DOMINION RES INC VA COM 25746U109 13,395,197 284,887 2.17 1,030,091 13.72 0.2723
2014-11-14 2014-09-30 13F DOMINION RES INC VA COM 25746U109 13,110,310 195,862 1.52 905,791 -1.93 0.2496
2014-08-14 2014-06-30 13F DOMINION RES INC VA COM 25746U109 12,914,448 -269,210 -2.04 923,642 -1.31 0.2484
2014-05-15 2014-03-31 13F DOMINIONRES COM 25746U109 13,183,658 -8,450,223 -39.06 935,908 -33.13 0.2598
2014-02-14 2013-12-31 13F DOMINION RES INC VA COM 25746U109 21,633,881 -466,678 -2.11 1,399,495 1.35 0.4024
2013-11-14 2013-09-30 13F DOMINION RES INC VA COM 25746U109 22,100,559 1,375,662 6.64 1,380,843 17.26 0.4324
2013-08-14 2013-06-30 13F DOMINION RES INC VA COM 25746U109 20,724,897 20,724,897 1,177,589 0.3843
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.