Dominion Energy Inc SEC Filings

Dominion Energy's prospectus supplement describes issuance terms for two series of Junior Subordinated Notes that pay interest semi-annually in arrears on February 15 and August 15 beginning February 15, 2026, and each series matures on February 15, 2056. The document outlines reset-rate fallbacks (deeming rates of 6.000% for Series A and 6.200% for Series B if the Five-year U.S. Treasury Rate cannot be determined), U.S. federal tax withholding rules for non-U.S. holders including the portfolio interest exemption and potential 30% withholding, permitted liens and exceptions that may secure debt, and references to incorporated SEC filings and company websites for further information. Several numeric fields for offering price, underwriting discount and principal amounts appear as placeholders in the provided text.

Dominion Energy insider purchase increases CFO stake. Exec. Vice President & CFO Steven D. Ridge purchased 2,122.8379 shares of Dominion Energy common stock on 09/03/2025 at a price of $58.8825 per share under the company's Executive Stock Purchase Tool Kit. After the transaction, his beneficial ownership increased to 47,323.8379 shares. The filing notes the purchase is exempt under Rule 16(b)-3.

This Form 4 reports a routine, documented employee purchase rather than a sale or derivative exercise, showing the officer added to his direct holdings via a company plan.

Dominion Energy director and Chief Executive Officer Robert M. Blue reported purchases of common stock on 08/27/2025. The Form 4 shows a total of 4,152 shares acquired at a weighted average price of $60.346 per share (individual trade prices ranged from $60.30 to $60.39). Following the reported purchases, the filing shows 161,236.618 shares beneficially owned directly and 4,330.9347 shares held indirectly by a trustee of the employee savings plan. The Form 4 was signed under power of attorney and includes an undertaking to provide purchase-by-price details on request.

Dominion Energy filed an amended Form 8-K/A to replace its prior description of capital stock to reflect a change in the company’s transfer agent. The amendment updates the description that was previously filed with Amendment No. 8 on December 17, 2024, and indicates the filing includes the description of capital stock and an embedded Cover Page Interactive Data File within the Inline XBRL document. The amendment is signed by Carlos M. Brown, Executive Vice President, Chief Administrative and Projects Officer, and Corporate Secretary.

Capital Research Global Investors reports beneficial ownership of 44,800,351 shares of Dominion Energy common stock, equal to 5.3% of 852,790,571 shares outstanding. The filing states CRGI is a division of Capital Research and Management Company and affiliated investment management entities and that it has sole voting and sole dispositive power over the reported shares. The filing further states the shares are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer. CRGI files under the Schedule 13G reporting framework as an investment adviser.

Dominion Energy (NYSE: D) filed an 8-K to disclose that on 4-Aug-2025 it signed an underwriting agreement with Citigroup, Morgan Stanley and Santander to issue two tranches of hybrid debt:

• $825 million 2025 Series A Junior Subordinated Notes due 2056
• $700 million 2025 Series B Junior Subordinated Notes due 2056

The combined offering totals $1.525 billion and was registered under the company’s shelf (Form S-3, effective 21-Feb-2023). Both tranches will be issued under the 19th and 20th Supplemental Indentures to the June 1 2006 Subordinated Indenture II and rank junior to Dominion’s senior indebtedness.

Filed exhibits include the underwriting agreement (Ex 1.1), the relevant supplemental indentures (Ex 4.3 & 4.4) and legal & tax opinions (Ex 5.1, 8.1). No pricing terms, coupon, use-of-proceeds, or financial results were disclosed. The transaction increases Dominion’s long-dated subordinated obligations and provides additional permanent-like capital that could bolster liquidity.

Offering: Dominion Energy is offering Series A and Series B Junior Subordinated Notes due February 15, 2056. Aggregate principal amounts are redacted in this supplement. Each series will pay interest semi-annually beginning February 15, 2026. Series A pays a fixed rate through the First Series A Reset Date (February 15, 2031) and Series B through the First Series B Reset Date (February 15, 2036); thereafter each series resets each Reset Period to the Five-year U.S. Treasury Rate plus a spread. Initial coupon rates and spreads are redacted.

Key features and risks: Issuer may defer interest on either series for up to 10 consecutive years per deferral period; deferred interest accrues additional interest as permitted by law. Notes are subordinated to all Priority Indebtedness and effectively subordinated to subsidiary liabilities. As of June 30, 2025, Dominion had ~$13.3 billion unconsolidated long-term debt and subsidiaries had ~$25.0 billion. Use of proceeds: general corporate purposes and to repay short-term debt, including commercial paper; as of July 31, 2025, outstanding commercial paper was $1.6 billion (weighted average yield 4.63%, ~12 days maturity). Notes will not be listed and are new issues.