Dominion Energy, Inc

Caldwell Trust Co D

Report date

12/31/2025

Quarter

2025 Q4

Filed

1/30/2026

Shares

15,011

Value ($000)

879

Weight

0.1%

2019 Q4 - 2025 Q4 (25 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	1/30/2026	879	0.1%	15,011	12/31/2025
2025 Q3	10/23/2025	918	0.1%	15,011	9/30/2025
2025 Q2	9/22/2025	651	0.1%	11,522	6/30/2025
2025 Q1	9/23/2025	646	0.1%	11,522	3/31/2025
2024 Q4	9/24/2025	621	0.1%	11,522	12/31/2024
2024 Q3	9/24/2025	666	0.1%	11,522	9/30/2024
2024 Q2	9/24/2025	565	0.1%	11,522	6/30/2024
2024 Q1	9/24/2025	567	0.1%	11,522	3/31/2024
2023 Q4	10/1/2025	625	0.1%	13,295	12/31/2023
2023 Q3	10/1/2025	653	0.1%	14,615	9/30/2023
2023 Q2	10/1/2025	882	0.1%	17,032	6/30/2023
2023 Q1	10/1/2025	952	0.1%	17,032	3/31/2023
2022 Q4	10/1/2025	1,044	0.1%	17,032	12/31/2022
2022 Q3	10/1/2025	1,144	0.2%	16,553	9/30/2022
2022 Q2	10/2/2025	1,332	0.2%	16,693	6/30/2022
2022 Q1	10/2/2025	1,429	0.2%	16,814	3/31/2022
2021 Q4	10/2/2025	1,358	0.2%	17,283	12/31/2021
2021 Q3	10/2/2025	1,159	0.1%	15,867	9/30/2021
2021 Q2	10/2/2025	1,317	0.2%	17,902	6/30/2021
2021 Q1	10/2/2025	1,301	0.2%	17,134	3/31/2021
2020 Q4	10/2/2025	1,197	0.2%	15,911	12/31/2020
2020 Q3	10/2/2025	1,331	0.2%	16,861	9/30/2020
2020 Q2	10/2/2025	1,320	0.2%	16,265	6/30/2020
2020 Q1	10/2/2025	1,174	0.2%	16,265	3/31/2020
2019 Q4	10/6/2025	1,337	0.2%	16,146	12/31/2019