도미니언 에너지, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionLindbrook Capital, Llc
Latest Disclosed Ownership9,528 shares
Latest Disclosed Value $ 534,235
Lindbrook Capital, Llc reports 14.73% increase in ownership of D / Dominion Energy, Inc.

On May 5, 2025 - Lindbrook Capital, Llc filed a 13F-HR form disclosing ownership of 9,528 shares of Dominion Energy, Inc. (US:D) valued at $534,235 USD as of March 31, 2025. The entity filed a previous 13F-HR on February 6, 2025 disclosing 8,305 shares of Dominion Energy, Inc.. This represents a change in shares of 14.73% during the quarter. The current value of the position is $637,423 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)
2025-05-05 2025-03-31 13F DOMINION RESOURCES Stock 25746U109 9,528 1,223 14.73 534 19.46 0.0493
2025-02-06 2024-12-31 13F DOMINION RESOURCES Stock 25746U109 8,305 1,402 20.31 447 12.31 0.0404
2024-11-01 2024-09-30 13F DOMINION RESOURCES Stock 25746U109 6,903 -628 -8.34 399 7.86 0.0353
2024-07-31 2024-06-30 13F DOMINION RESOURCES Stock 25746U109 7,531 -2,252 -23.02 369 -23.28 0.0347
2024-04-25 2024-03-31 13F DOMINION RESOURCES Stock 25746U109 9,783 -1,384 -12.39 481 -8.21 0.0450
2024-02-01 2023-12-31 13F DOMINION RESOURCES Stock 25746U109 11,167 -996 -8.19 525 -3.50 0.0524
2023-10-25 2023-09-30 13F DOMINION RESOURCES Stock 25746U109 12,163 1,325 12.23 543 -3.21 0.0608
2023-07-31 2023-06-30 13F DOMINION RESOURCES Stock 25746U109 10,838 -999 -8.44 561 -15.13 0.0597
2023-04-26 2023-03-31 13F DOMINION RESOURCES Stock 25746U109 11,837 34 0.29 662 -8.58 0.0776
2023-01-25 2022-12-31 13F DOMINION RESOURCES Stock 25746U109 11,803 -316 -2.61 724 -13.72 0.0891
2022-11-10 2022-09-30 13F DOMINION RESOURCES Stock 25746U109 12,119 1,257 11.57 838 -3.34 0.1414
2022-08-01 2022-06-30 13F DOMINION RESOURCES Stock 25746U109 10,862 -79 -0.72 867 -6.77 0.1433
2022-04-21 2022-03-31 13F DOMINION RESOURCES Stock 25746U109 10,941 455 4.34 930 12.86 0.1435
2022-01-18 2021-12-31 13F DOMINION RESOURCES Stock 25746U109 10,486 9,889 1,656.45 824 1,772.73 0.1254
2021-11-05 2021-09-30 13F DOMINION RESOURCES Stock 25746U109 597 -157 -20.82 44 -20.00 0.0115
2021-07-27 2021-06-30 13F DOMINION RESOURCES Stock 25746U109 754 36 5.01 55 0.00 0.0123
2021-04-28 2021-03-31 13F DOMINION RESOURCES Stock 25746U109 718 54 8.13 55 10.00 0.0124
2021-01-27 2020-12-31 13F DOMINION RESOURCES Stock 25746U109 664 37 5.90 50 2.04 0.0122
2020-11-03 2020-09-30 13F DOMINION RESOURCES Stock 25746U109 627 76 13.79 49 8.89 0.0135
2020-07-27 2020-06-30 13F DOMINION RESOURCES Stock 25746U109 551 -138 -20.03 45 -10.00 0.0134
2020-04-22 2020-03-31 13F DOMINION RESOURCES Stock 25746U109 689 -51 -6.89 50 -18.03 0.0189
2020-01-27 2019-12-31 13F DOMINION RESOURCES Stock 25746U109 740 0 0.00 61 1.67 0.0212
2019-10-30 2019-09-30 13F DOMINION RESOURCES Stock 25746U109 740 2 0.27 60 5.26 0.0227
2019-07-24 2019-06-30 13F DOMINION RESOURCES Stock 25746U109 738 23 3.22 57 5.56 0.0220
2019-04-23 2019-03-31 13F DOMINION RESOURCES Stock 25746U109 715 182 34.15 54 42.11 0.0215
2019-02-07 2018-12-31 13F DOMINION RESOURCES Stock 25746U109 533 533 38 0.0187
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.