Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionWhittier Trust Co
Latest Disclosed Ownership4,610 shares
Latest Disclosed Value $ 286,834
Whittier Trust Co reports 2.79% increase in ownership of D / Dominion Energy, Inc.

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 4,610 shares of Dominion Energy, Inc. (US:D) valued at $284,990 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 4,485 shares of Dominion Energy, Inc.. This represents a change in shares of 2.79% during the quarter. The current value of the position is $301,771 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)
2026-04-28 2026-03-31 13F DOMINION RESOURCES common 25746U109 4,610 125 2.79 287 8.75 0.0032
2026-01-26 2025-12-31 13F DOMINION RESOURCES common 25746U109 4,485 -270 -5.68 263 -9.93 0.0029
2025-10-31 2025-09-30 13F DOMINION ENERGY common 25746U109 4,755 -97 -2.00 293 6.57 0.0033
2025-07-30 2025-06-30 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 4,852 0 0.00 274 0.74 0.0033
2025-05-02 2025-03-31 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 4,852 -195 -3.86 272 0.37 0.0038
2025-02-11 2024-12-31 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 5,047 -2,804 -35.72 272 -40.18 0.0036
2024-10-21 2024-09-30 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 7,851 0 0.00 454 17.97 0.0061
2024-07-29 2024-06-30 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 7,851 0 0.00 385 -0.52 0.0055
2024-05-02 2024-03-31 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 7,851 -359 -4.37 386 0.26 0.0056
2024-01-11 2023-12-31 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 8,210 -11 -0.13 386 4.90 0.0063
2023-10-27 2023-09-30 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 8,221 0 0.00 367 -13.65 0.0065
2023-07-24 2023-06-30 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 8,221 -2,258 -21.55 426 -27.35 0.0074
2023-04-21 2023-03-31 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 10,479 157 1.52 586 -7.44 0.0107
2023-01-25 2022-12-31 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 10,322 -1,223 -10.59 633 -20.80 0.0123
2022-10-21 2022-09-30 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 11,545 -121 -1.04 798 -14.29 0.0167
2022-07-28 2022-06-30 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 11,666 121 1.05 931 -5.10 0.0188
2022-04-29 2022-03-31 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 11,545 -578 -4.77 981 3.05 0.0165
2022-01-19 2021-12-31 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 12,123 1,021 9.20 952 17.39 0.0155
2021-11-01 2021-09-30 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 11,102 -14 -0.13 811 -0.86 0.0148
2021-07-29 2021-06-30 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 11,116 113 1.03 818 -2.15 0.0146
2021-04-26 2021-03-31 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 11,003 11,003 836 0.0162
2021-01-29 2020-12-31 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 0 -10,232 -100.00 0 -100.00
2020-10-30 2020-09-30 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 10,232 101 1.00 807 -1.82 0.0192
2020-07-10 2020-06-30 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 10,131 1,741 20.75 822 35.64 0.0228
2020-04-27 2020-03-31 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 8,390 399 4.99 606 -8.46 0.0198
2020-01-31 2019-12-31 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 7,991 92 1.16 662 3.44 0.0174
2019-10-18 2019-09-30 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 7,899 37 0.47 640 5.26 0.0183
2019-07-23 2019-06-30 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 7,862 0 0.00 608 0.83 0.0179
2019-04-29 2019-03-31 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 7,862 1,374 21.18 603 29.96 0.0184
2019-02-07 2018-12-31 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 6,488 0 0.00 464 1.75 0.0160
2018-10-23 2018-09-30 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 6,488 0 0.00 456 3.17 0.0142
2018-07-27 2018-06-30 13F/A-1 DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 6,488 0 0.00 442 1.14 0.0146
2018-07-20 2018-06-30 13F DOMINION RES INC VA NEW COM US LARGE CAP EQUITIES 25746U109 12,387 5,899 886
2018-05-01 2018-03-31 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 6,488 0 0.00 437 -16.92 0.0147
2018-02-07 2017-12-31 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 6,488 102 1.60 526 7.13 0.0183
2017-10-23 2017-09-30 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 6,386 -600 -8.59 491 -8.22 0.0179
2017-07-20 2017-06-30 13F DOMINION RES INC VA NEW COM US LARGE-CAP EQUITIES 25746U109 6,986 -18 -0.26 535 -1.47 0.0207
2017-04-26 2017-03-31 13F DOMINION RES INC VA US LARGE CAP EQUITIES 25746U109 7,004 0 0.00 543 1.31 0.0219
2017-01-18 2016-12-31 13F DOMINION RES INC VA NEW COM US LARGE CAP EQUITIES 25746U109 7,004 -4,500 -39.12 536 -37.24 0.0228
2016-11-10 2016-09-30 13F DOMINION RES INC VA NEW COM US LARGE CAP EQUITIES 25746U109 11,504 0 0.00 854 -4.79 0.0372
2016-07-28 2016-06-30 13F DOMINION RES INC VA NEW COM US LARGE CAP EQUITIES 25746U109 11,504 0 0.00 897 3.82 0.0395
2016-04-28 2016-03-31 13F DOMINION RES INC VA NEW COM US LARGE CAP EQUITIES 25746U109 11,504 -209 -1.78 864 9.09 0.0382
2016-02-10 2015-12-31 13F DOMINION RES INC VA NEW COM US LARGE CAP EQUITIES 25746U109 11,713 -450 -3.70 792 -7.48 0.0359
2015-11-12 2015-09-30 13F DOMINION RES INC VA NEW COM US LARGE CAP EQUITIES 25746U109 12,163 -224 -1.81 856 3.38 0.0416
2015-08-13 2015-06-30 13F DOMINION RES INC VA NEW COM US LARGE CAP EQUITIES 25746U109 12,387 0 0.00 828 -5.69 0.0368
2015-05-05 2015-03-31 13F DOMINION RES INC VA NEW COM US LARGE CAP EQUITIES 25746U109 12,387 12,387 0.00 878 0.0402
2015-02-04 2014-12-31 13F DOMINION RES INC VA NEW COM US LARGE CAP EQUITIES 25746U109 0 -12,387 -100.00 0 -100.00
2014-11-07 2014-09-30 13F DOMINION RES INC VA NEW COM US LARGE CAP EQUITIES 25746U109 12,387 0 0.00 856 -3.39 0.0417
2014-08-04 2014-06-30 13F DOMINION RES INC VA NEW COM US LARGE CAP EQUITIES 25746U109 12,387 -71 -0.57 886 0.23 0.0437
2014-05-01 2014-03-31 13F DOMINION RES INC VA NEW COM US LARGE CAP EQUITIES 25746U109 12,458 -563 -4.32 884 4.99 0.0453
2014-02-05 2013-12-31 13F DOMINION RES INC VA NEW COM US LARGE CAP EQUITIES 25746U109 13,021 -787 -5.70 842 -2.32 0.0432
2013-11-18 2013-09-30 13F DOMINION RES INC VA COM 25746U109 13,808 -1,185 -7.90 862 1.17 0.0466
2013-08-14 2013-06-30 13F DOMINION RES INC VA COM 25746U109 14,993 14,993 852 0.0477
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.