Dominion Energy, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionAmeriprise Financial Inc
Latest Disclosed Ownership396,958 shares
Latest Disclosed Value $ 24,556,919
Ameriprise Financial Inc reports 4.49% increase in ownership of D / Dominion Energy, Inc.

On May 15, 2026 - Ameriprise Financial Inc filed a 13F-HR form disclosing ownership of 396,958 shares of Dominion Energy, Inc. (MX:D) valued at $24,556,919 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 379,910 shares of Dominion Energy, Inc.. This represents a change in shares of 4.49% during the quarter.

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 396,958 17,048 4.49 24,557 10.30 0.0011
2026-02-17 2025-12-31 13F DOMINION ENERGY COM 25746U109 379,910 -224,217 -37.11 22,263 -39.76 0.0050
2025-11-14 2025-09-30 13F DOMINION ENERGY COM 25746U109 604,127 -179,768 -22.93 36,956 -16.60 0.0085
2025-08-14 2025-06-30 13F DOMINION ENERGY COM 25746U109 783,895 -314,220 -28.61 44,308 -28.05 0.0109
2025-05-14 2025-03-31 13F DOMINION ENERGY COM 25746U109 1,098,115 -331,246 -23.17 61,579 -20.00 0.0166
2025-02-14 2024-12-31 13F DOMINION ENERGY COM 25746U109 1,429,361 -131,426 -8.42 76,971 -14.66 0.0197
2024-11-14 2024-09-30 13F DOMINION ENERGY COM 25746U109 1,560,787 -159,109 -9.25 90,199 7.01 0.0231
2024-08-14 2024-06-30 13F DOMINION ENERGY COM 25746U109 1,719,896 -76,273 -4.25 84,290 -4.71 0.0228
2024-05-15 2024-03-31 13F DOMINION ENERGY COM 25746U109 1,796,169 121,628 7.26 88,457 12.32 0.0243
2024-02-14 2023-12-31 13F DOMINION ENERGY COM 25746U109 1,674,541 30,306 1.84 78,753 7.23 0.0236
2023-11-14 2023-09-30 13F DOMINION ENERGY COM 25746U109 1,644,235 -170,487 -9.39 73,444 -23.25 0.0241
2023-08-14 2023-06-30 13F DOMINION ENERGY COM 25746U109 1,814,722 67,905 3.89 95,688 -2.07 0.0300
2023-05-22 2023-03-31 13F/A-1 DOMINION ENERGY COM 25746U109 1,746,817 -67,936 -3.74 97,708 -12.25 0.0320
2023-05-15 2023-03-31 13F DOLLAR TREE COM 25746U109 1,746,817 -67,936 97,708 0.0059
2023-02-14 2022-12-31 13F DOMINION ENERGY COM 25746U109 1,814,753 208,169 12.96 111,348 0.31 0.0382
2022-11-14 2022-09-30 13F DOMINION ENERGY COM 25746U109 1,606,584 166,833 11.59 111,009 -3.46 0.0411
2022-08-15 2022-06-30 13F DOMINION ENERGY COM 25746U109 1,439,751 -197,138 -12.04 114,984 -16.93 0.0401
2022-05-16 2022-03-31 13F DOMINION ENERGY COM 25746U109 1,636,889 71,638 4.58 138,424 12.70 0.0408
2022-02-14 2021-12-31 13F DOMINION ENERGY COM 25746U109 1,565,251 -296,544 -15.93 122,825 -11.55 0.0340
2021-11-15 2021-09-30 13F DOMINION ENERGY COM 25746U109 1,861,795 -258,452 -12.19 138,860 -10.71 0.0444
2021-08-16 2021-06-30 13F DOMINION ENERGY COM 25746U109 2,120,247 -3,795 -0.18 155,511 -3.54 0.0481
2021-05-17 2021-03-31 13F DOMINION ENERGY COM 25746U109 2,124,042 184,519 9.51 161,212 10.87 0.0536
2021-02-12 2020-12-31 13F DOMINION ENERGY COM 25746U109 1,939,523 -1,662,791 -46.16 145,403 -48.81 0.0516
2020-11-16 2020-09-30 13F DOMINION ENERGY COM 25746U109 3,602,314 73,678 2.09 284,020 -1.06 0.1155
2020-08-14 2020-06-30 13F DOMINION ENERGY COM 25746U109 3,528,636 188,467 5.64 287,056 18.32 0.1230
2020-05-15 2020-03-31 13F DOMINION ENERGY COM 25746U109 3,340,169 73,518 2.25 242,618 -10.41 0.1274
2020-02-14 2019-12-31 13F DOMINION ENERGY COM 25746U109 3,266,651 213,606 7.00 270,809 9.23 0.1126
2019-11-14 2019-09-30 13F DOMINION ENERGY COM 25746U109 3,053,045 341,627 12.60 247,933 18.20 0.1111
2019-08-14 2019-06-30 13F DOMINION ENERGY COM 25746U109 2,711,418 2,705,493 45,662.33 209,761 70,765.20 0.0940
2019-05-15 2019-03-31 13F D 6 3 PRF 25746U836 5,925 0 0.00 296 4.23 0.0001
2019-05-15 2019-03-31 13F DOMINION ENERGY COM 25746U109 1,821,365 125,460 139,598 0.0642
2019-02-14 2018-12-31 13F D 6 3 PRF 25746U836 5,925 -2,450 -29.25 284 -28.28 0.0001
2019-02-14 2018-12-31 13F DOMINION ENERGY COM 25746U109 1,695,905 46,111 121,161 0.0606
2018-11-14 2018-09-30 13F DOMINION RES INC VA PRF 25746U836 8,375 450 5.68 396 8.20 0.0001
2018-11-14 2018-09-30 13F DOMINION RESOURCES I COM 25746U109 1,649,794 -36,719 210,641 0.0736
2018-08-14 2018-06-30 13F D 6 3 PRF 25746U836 7,925 0 0.00 366 -0.54 0.0002
2018-08-14 2018-06-30 13F DOMINION ENERGY COM 25746U109 1,686,513 -1,101,527 115,001 0.0509
2018-05-14 2018-03-31 13F D 6 3 PRF 25746U836 7,925 0 0.00 368 -10.02 0.0002
2018-05-14 2018-03-31 13F DOMINION ENERGY COM 25746U109 2,788,040 -243,778 188,470 0.0853
2018-02-12 2017-12-31 13F D 6 3 PRF 25746U836 7,925 0 0.00 409 1.74 0.0002
2018-02-12 2017-12-31 13F DOMINION ENERGY COM 25746U109 3,031,818 35,667 245,642 0.1120
2017-11-07 2017-09-30 13F DOMINION RESOURCES CONV PRF 25746U836 7,925 -3,023,914 -99.74 402 -99.83 0.0002
2017-11-07 2017-09-30 13F DOMINION ENERGY COM 25746U109 2,996,151 -35,688 230,115 0.1095
2017-08-10 2017-06-30 13F DOMINION ENERGY COM 25746U109 3,031,839 44,045 1.47 232,302 0.22 0.1163
2017-05-05 2017-03-31 13F DOMINION RESOURCES COM 25746U109 2,987,794 -114,879 -3.70 231,783 -2.44 0.1199
2017-02-03 2016-12-31 13F DOMINION RESOURCES COM 25746U109 3,102,673 3,038,673 4,747.93 237,573 7,289.52 0.1297
2016-11-08 2016-09-30 13F DOMINION RESOURCES CONV PRF 25746U836 64,000 -2,588,079 -97.59 3,215 -98.45 0.0018
2016-11-08 2016-09-30 13F DOMINION RESOURCES COM 25746U109 2,914,255 262,176 216,108 0.1211
2016-08-08 2016-06-30 13F DOMINION RESOURCES COM 25746U109 2,652,079 367,081 16.06 207,021 20.21 0.1213
2016-05-12 2016-03-31 13F DOMINION RESOURCES COM 25746U109 2,284,998 202,123 9.70 172,213 22.34 0.1028
2016-02-11 2015-12-31 13F DOMINION RESOURCES COM 25746U109 2,082,875 92,190 4.63 140,770 -0.06 0.0826
2015-11-12 2015-09-30 13F DOMINION RESOURCES COM 25746U109 1,990,685 91,865 4.84 140,856 11.04 0.0872
2015-08-13 2015-06-30 13F DOMINION RESOURCES COM 25746U109 1,898,820 594,852 45.62 126,855 37.27 0.0722
2015-05-14 2015-03-31 13F DOMINION RESOURCES COM 25746U109 1,303,968 -83,228 -6.00 92,410 -13.38 0.0530
2015-02-13 2014-12-31 13F DOMINION RESOURCES COM 25746U109 1,387,196 -30,078 -2.12 106,688 8.95 0.0622
2014-11-14 2014-09-30 13F DOMINION RESOURCES COM 25746U109 1,417,274 -36,340 -2.50 97,922 -5.82 0.0589
2014-08-13 2014-06-30 13F DOMINION RESOURCES COM 25746U109 1,453,614 -1,012,575 -41.06 103,971 -40.62 0.0613
2014-05-14 2014-03-31 13F DOMINION RESOURCES COM 25746U109 2,466,189 -66,687 -2.63 175,085 6.86 0.1051
2014-02-14 2013-12-31 13F DOMINION RESOURCES COM 25746U109 2,532,876 2,531,757 226,251.74 163,847 564,889.66 0.0993
2013-11-14 2013-09-30 13F DOMINION RESOURCES PRF 25746U604 1,119 -1,008 -47.39 29 -48.21 0.0000
2013-11-14 2013-09-30 13F DOMINION RESOURCES COM 25746U109 2,522,258 -293,440 157,643 0.1034
2013-08-14 2013-06-30 13F DOMINION RESOURCES PRF 25746U604 2,127 2,127 56 0.0000
2013-08-14 2013-06-30 13F DOMINION RESOURCES COM 25746U109 2,815,698 2,815,698 159,992 0.1108
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.