Dominion Energy, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionPlan Group Financial, LLC
Latest Disclosed Ownership39,989 shares
Latest Disclosed Value $ 2,472,106
Plan Group Financial, LLC reports 10.81% increase in ownership of D / Dominion Energy, Inc.

On April 13, 2026 - Plan Group Financial, LLC filed a 13F-HR form disclosing ownership of 39,989 shares of Dominion Energy, Inc. (MX:D) valued at $2,472,106 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 36,089 shares of Dominion Energy, Inc.. This represents a change in shares of 10.81% 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)
2026-04-13 2026-03-31 13F DOMINION ENERGY COM 25746U109 39,989 3,900 10.81 2,472 16.93 0.5797
2026-02-03 2025-12-31 13F DOMINION ENERGY COM 25746U109 36,089 2,295 6.79 2,114 2.27 0.5488
2025-10-27 2025-09-30 13F DOMINION ENERGY COM 25746U109 33,794 4,772 16.44 2,067 26.04 0.5550
2025-08-13 2025-06-30 13F DOMINION ENERGY COM 25746U109 29,022 4,062 16.27 1,640 17.23 0.5394
2025-05-09 2025-03-31 13F DOMINION ENERGY COM 25746U109 24,960 8,911 55.52 1,400 61.92 0.4997
2025-01-31 2024-12-31 13F DOMINION ENERGY COM 25746U109 16,049 1,249 8.44 864 1.05 0.4566
2024-10-22 2024-09-30 13F DOMINION ENERGY COM 25746U109 14,800 1,683 12.83 855 33.18 0.4516
2024-08-05 2024-06-30 13F DOMINION ENERGY COM 25746U109 13,117 7,116 118.58 643 117.63 0.3931
2024-04-26 2024-03-31 13F DOMINION ENERGY COM 25746U109 6,001 6,001 295 0.1938
2023-08-10 2023-06-30 13F DOMINION ENERGY COM 25746U109 0 -2,602 -100.00 0 -100.00
2022-08-12 2022-06-30 13F/A-1 DOMINION ENERGY COM 25746U109 2,602 2,602 207 0.3560
2022-08-12 2022-06-30 13F DOMINION ENERGY COM 25746U109 2,602 2,602 207,723 0.3571
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.