도미니언 에너지, Inc.
MX ˙ BMV ˙ US25746U1097
SecurityMX:D / Dominion Energy, Inc.
InstitutionCallahan Advisors, LLC
Latest Disclosed Ownership41,369 shares
Latest Disclosed Value $ 2,557,451
Callahan Advisors, LLC reports 46.31% increase in ownership of D / Dominion Energy, Inc.

On May 12, 2026 - Callahan Advisors, LLC filed a 13F-HR form disclosing ownership of 41,369 shares of Dominion Energy, Inc. (MX:D) valued at $2,557,451 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 28,275 shares of Dominion Energy, Inc.. This represents a change in shares of 46.31% 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)
2026-05-12 2026-03-31 13F Dominion Res Inc Va COM 25746U109 41,369 13,094 46.31 2,557 54.41 0.2134
2026-02-06 2025-12-31 13F Dominion Res Inc Va COM 25746U109 28,275 28,275 1,657 0.1362
2023-07-31 2023-06-30 13F Dominion Res Inc Va COM 25746U109 0 -11,184 -100.00 0 -100.00
2023-04-28 2023-03-31 13F Dominion Res Inc Va COM 25746U109 11,184 -22,730 -67.02 625 -69.94 0.0808
2023-02-03 2022-12-31 13F Dominion Res Inc Va COM 25746U109 33,914 -66,428 -66.20 2,080 -70.02 0.2846
2022-11-14 2022-09-30 13F/A-1 Dominion Res Inc Va COM 25746U109 100,342 1,152 1.16 6,935 -12.39 0.9959
2022-10-27 2022-09-30 13F Dominion Res Inc Va COM 25746U109 100,342 1,152 6,935 0.9959
2022-07-29 2022-06-30 13F Dominion Res Inc Va COM 25746U109 99,190 676 0.69 7,916 -5.44 1.0537
2022-04-27 2022-03-31 13F Dominion Res Inc Va COM 25746U109 98,514 2,929 3.06 8,371 11.48 0.9552
2022-02-08 2021-12-31 13F Dominion Res Inc Va COM 25746U109 95,585 -2,937 -2.98 7,509 4.38 0.8424
2021-11-03 2021-09-30 13F Dominion Res Inc Va COM 25746U109 98,522 5,301 5.69 7,194 4.90 0.9066
2021-08-11 2021-06-30 13F Dominion Res Inc Va COM 25746U109 93,221 2,412 2.66 6,858 -0.58 0.8705
2021-04-21 2021-03-31 13F Dominion Res Inc Va COM 25746U109 90,809 -2,370 -2.54 6,898 -1.56 0.9341
2021-01-20 2020-12-31 13F Dominion Res Inc Va COM 25746U109 93,179 -6,556 -6.57 7,007 -10.99 1.0254
2020-10-26 2020-09-30 13F Dominion Res Inc Va COM 25746U109 99,735 -2,756 -2.69 7,872 -5.38 1.2872
2020-07-17 2020-06-30 13F Dominion Res Inc Va COM 25746U109 102,491 35,992 54.12 8,320 73.30 1.4750
2020-04-06 2020-03-31 13F Dominion Res Inc Va COM 25746U109 66,499 6,898 11.57 4,801 -2.74 1.0079
2020-01-21 2019-12-31 13F Dominion Res Inc Va COM 25746U109 59,601 3,634 6.49 4,936 8.82 0.7914
2019-10-21 2019-09-30 13F Dominion Res Inc Va COM 25746U109 55,967 1,883 3.48 4,536 8.46 0.7923
2019-07-17 2019-06-30 13F Dominion Res Inc Va COM 25746U109 54,084 1,564 2.98 4,182 3.87 0.7505
2019-04-22 2019-03-31 13F Dominion Res Inc Va COM 25746U109 52,520 1,270 2.48 4,026 9.94 0.7494
2019-01-24 2018-12-31 13F Dominion Res Inc Va COM 25746U109 51,250 1,735 3.50 3,662 5.23 0.7818
2018-10-15 2018-09-30 13F Dominion Res Inc Va COM 25746U109 49,515 3,497 7.60 3,480 10.93 0.6457
2018-07-19 2018-06-30 13F Dominion Res Inc Va COM 25746U109 46,018 11,725 34.19 3,137 35.68 0.6183
2018-04-30 2018-03-31 13F Dominion Res Inc Va COM 25746U109 34,293 6,161 21.90 2,312 1.40 0.4740
2018-01-30 2017-12-31 13F Dominion Res Inc Va COM 25746U109 28,132 -776 -2.68 2,280 2.52 0.4526
2017-10-26 2017-09-30 13F Dominion Res Inc Va COM 25746U109 28,908 -1,882 -6.11 2,224 -5.72 0.4676
2017-07-31 2017-06-30 13F Dominion Res Inc Va COM 25746U109 30,790 -942 -2.97 2,359 -4.14 0.5134
2017-04-27 2017-03-31 13F Dominion Res Inc Va COM 25746U109 31,732 -3,307 -9.44 2,461 -8.31 0.5540
2017-01-31 2016-12-31 13F Dominion Res Inc Va COM 25746U109 35,039 -7,845 -18.29 2,684 -15.73 0.6470
2016-10-14 2016-09-30 13F Dominion Res Inc Va COM 25746U109 42,884 216 0.51 3,185 -4.21 0.7970
2016-07-25 2016-06-30 13F Dominion Res Inc Va COM 25746U109 42,668 318 0.75 3,325 4.53 0.8733
2016-04-29 2016-03-31 13F Dominion Res Inc Va COM 25746U109 42,350 37 0.09 3,181 11.15 0.8719
2016-02-05 2015-12-31 13F Dominion Res Inc Va COM 25746U109 42,313 4,184 10.97 2,862 6.63 0.8162
2015-10-21 2015-09-30 13F Dominion Res Inc Va COM 25746U109 38,129 -486 -1.26 2,684 3.95 0.8241
2015-07-28 2015-06-30 13F Dominion Res Inc Va COM 25746U109 38,615 -2,478 -6.03 2,582 -11.33 0.7432
2015-04-20 2015-03-31 13F Dominion Res Inc Va COM 25746U109 41,093 41,093 0.00 2,912 0.8487
2015-01-27 2014-12-31 13F Dominion Res Inc Va COM 25746U109 0 -46,394 -100.00 0 -100.00
2014-10-21 2014-09-30 13F Dominion Res Inc Va COM 25746U109 46,394 -389 -0.83 3,205 -4.21 0.9930
2014-07-25 2014-06-30 13F Dominion Res Inc Va COM 25746U109 46,783 -272 -0.58 3,346 0.18 1.0632
2014-05-05 2014-03-31 13F Dominion Res Inc Va COM 25746U109 47,055 -1,915 -3.91 3,340 5.43 1.1371
2014-01-22 2013-12-31 13F Dominion Res Inc Va COM 25746U109 48,970 -1,694 -3.34 3,168 0.09 1.1047
2013-10-31 2013-09-30 13F Dominion Res Inc Va COM 25746U109 50,664 -1,498 -2.87 3,165 6.78 1.2071
2013-07-30 2013-06-30 13F Dominion Res Inc Va COM 25746U109 52,162 52,162 2,964 1.2122
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.