Dominion Energy, Inc.
US ˙ NYSE ˙ US25746U1097

SecurityD / Dominion Energy, Inc.
InstitutionSandy Spring Bank
Latest Disclosed Ownership52,691 shares
Latest Disclosed Value $ 2,954,375
Sandy Spring Bank reports 4.09% increase in ownership of D / Dominion Energy, Inc.

On May 12, 2025 - Sandy Spring Bank filed a 13F-HR form disclosing ownership of 52,691 shares of Dominion Energy, Inc. (US:D) valued at $2,954,384 USD as of March 31, 2025. The entity filed a previous 13F-HR on February 11, 2025 disclosing 50,620 shares of Dominion Energy, Inc.. This represents a change in shares of 4.09% during the quarter. The current value of the position is $3,525,028 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.

Upgrade to unlock premium data and export to Excel .

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)
2025-05-12 2025-03-31 13F DOMINION RESOURCES COM 25746U109 52,691 2,071 4.09 2,954 8.36 0.0838
2025-02-11 2024-12-31 13F DOMINION RESOURCES COM 25746U109 50,620 2,857 5.98 2,726 -1.23 0.1104
2024-10-25 2024-09-30 13F DOMINION RESOURCES COM 25746U109 47,763 15,395 47.56 2,760 74.02 0.1136
2024-08-06 2024-06-30 13F DOMINION RESOURCES COM 25746U109 32,368 -17 -0.05 1,586 -0.44 0.0699
2024-05-08 2024-03-31 13F DOMINION RESOURCES COM 25746U109 32,385 2,485 8.31 1,593 13.38 0.0726
2024-01-26 2023-12-31 13F DOMINION RESOURCES COM 25746U109 29,900 -3,328 -10.02 1,405 -5.32 0.0699
2023-10-30 2023-09-30 13F DOMINION RESOURCES COM 25746U109 33,228 -1,164 -3.38 1,484 -16.68 0.0825
2023-08-04 2023-06-30 13F DOMINION RESOURCES COM 25746U109 34,392 -828 -2.35 1,781 -9.55 0.0949
2023-05-05 2023-03-31 13F DOMINION RESOURCES COM 25746U109 35,220 -3,437 -8.89 1,969 -16.92 0.1118
2023-02-10 2022-12-31 13F DOMINION RESOURCES COM 25746U109 38,657 -1,961 -4.83 2,370 -15.57 0.1409
2022-11-02 2022-09-30 13F DOMINION RESOURCES COM 25746U109 40,618 -192 -0.47 2,807 -13.82 0.1781
2022-07-21 2022-06-30 13F DOMINION ENERGY COM 25746U109 40,810 -2,212 -5.14 3,257 -10.91 0.1956
2022-05-03 2022-03-31 13F DOMINION RESOURCES COM 25746U109 43,022 -4,255 -9.00 3,656 -1.56 0.1858
2022-02-11 2021-12-31 13F DOMINION RESOURCES COM 25746U109 47,277 1,407 3.07 3,714 10.87 0.1772
2021-11-05 2021-09-30 13F DOMINION RESOURCES COM 25746U109 45,870 8,097 21.44 3,350 20.55 0.1774
2021-08-09 2021-06-30 13F DOMINION RESOURCES COM 25746U109 37,773 -1,112 -2.86 2,779 -5.96 0.1473
2021-05-03 2021-03-31 13F DOMINION RESOURCES COM 25746U109 38,885 -3,769 -8.84 2,955 -7.89 0.1703
2021-02-03 2020-12-31 13F DOMINION RESOURCES COM 25746U109 42,654 931 2.23 3,208 -2.58 0.1951
2020-11-09 2020-09-30 13F DOMINION RESOURCES COM 25746U109 41,723 6,154 17.30 3,293 14.06 0.2248
2020-08-12 2020-06-30 13F DOMINION RESOURCES COM 25746U109 35,569 5,934 20.02 2,887 34.91 0.2144
2020-05-01 2020-03-31 13F DOMINION RESOURCES COM 25746U109 29,635 1,462 5.19 2,140 -8.27 0.1937
2020-02-06 2019-12-31 13F DOMINION RESOURCES COM 25746U109 28,173 1,853 7.04 2,333 9.38 0.1696
2019-11-01 2019-09-30 13F DOMINION RESOURCES COM 25746U109 26,320 2,180 9.03 2,133 14.31 0.1666
2019-08-01 2019-06-30 13F DOMINION RESOURCES COM 25746U109 24,140 140 0.58 1,866 1.41 0.1501
2019-05-06 2019-03-31 13F DOMINION RESOURCES COM 25746U109 24,000 2,253 10.36 1,840 18.40 0.1561
2019-02-08 2018-12-31 13F DOMINION RESOURCES COM 25746U109 21,747 392 1.84 1,554 3.53 0.1489
2018-11-07 2018-09-30 13F DOMINION RESOURCES COM 25746U109 21,355 862 4.21 1,501 7.37 0.1230
2018-08-03 2018-06-30 13F DOMINION RESOURCES COM 25746U109 20,493 -556 -2.64 1,398 -1.48 0.1213
2018-05-04 2018-03-31 13F DOMINION RESOURCES COM 25746U109 21,049 -880 -4.01 1,419 -20.15 0.1256
2018-02-02 2017-12-31 13F DOMINION RESOURCES COM 25746U109 21,929 -381 -1.71 1,777 3.55 0.1622
2017-11-03 2017-09-30 13F DOMINION RESOURCES COM 25746U109 22,310 820 3.82 1,716 -0.69 0.1644
2017-08-11 2017-06-30 13F DOMINION RESOURCES COM 25746U109 21,490 -604 -2.73 1,728 -3.84 0.1696
2017-05-11 2017-03-31 13F/A-1 DOMINION RESOURCES COM 25746U109 22,094 -381 -1.70 1,797 -0.33 0.1788
2017-05-10 2017-03-31 13F DOMINION RESOURCES COM 25746U109 22,094 1,797
2017-02-06 2016-12-31 13F DOMINION RESOURCES COM 25746U109 22,475 -502 -2.18 1,803 0.95 0.1871
2016-11-07 2016-09-30 13F DOMINION RESOURCES COM 25746U109 22,977 81 0.35 1,786 -4.39 0.1912
2016-08-09 2016-06-30 13F DOMINION RESOURCES COM 25746U109 22,896 -1,399 -5.76 1,868 2.36 0.2132
2016-05-04 2016-03-31 13F DOMINION RESOURCES COM 25746U109 24,295 -2,933 -10.77 1,825 -0.87 0.2086
2016-02-03 2015-12-31 13F DOMINION RESOURCES COM 25746U109 27,228 296 1.10 1,841 -2.90 0.2151
2015-11-04 2015-09-30 13F Dominion Resources COM 25746U109 26,932 743 2.84 1,896 8.28 0.2324
2015-08-07 2015-06-30 13F DOMINION RESOURCES COM 25746U109 26,189 -979 -3.60 1,751 -9.04 0.1983
2015-05-13 2015-03-31 13F/A-1 DOMINION RESOURCES COM 25746U109 27,168 27,168 0.00 1,925 0.2235
2015-05-11 2015-03-31 13F DOMINION RESOURCES COM 25746U109 27,168 2,202
2015-01-30 2014-12-31 13F DOMINION RESOURCES COM 25746U109 0 -21,490 -100.00 0 -100.00
2014-11-14 2014-09-30 13F DOMINION RESOURCES COM 25746U109 21,490 511 2.44 1,485 -1.07 0.1829
2014-08-06 2014-06-30 13F DOMINION RESOURCES COM 25746U109 20,979 -1,230 -5.54 1,501 -4.82 0.1879
2014-05-15 2014-03-31 13F DOMINION RESOURCES COM 25746U109 22,209 179 0.81 1,577 10.67 0.2425
2014-02-12 2013-12-31 13F/A-1 DOMINION RESOURCES COM 25746U109 22,030 -680 -2.99 1,425 0.42 0.2009
2014-02-11 2013-12-31 13F DOMINION RESOURCES COM 25746U109 22,030 1,425
2013-10-30 2013-09-30 13F DOMINION RESOURCES COM 25746U109 22,710 -87 -0.38 1,419 9.58 0.2110
2013-08-08 2013-06-30 13F DOMINION RESOURCES COM 25746U109 22,797 22,797 1,295 0.2027
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.