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Wellington group discloses 4.65% Dominion Energy (D) stake via client accounts

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Dominion Energy, Inc. is reported to have approximately 4.65% of its common stock beneficially owned by a group of related Wellington entities, including Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP. These shares, totaling about 40,867,881, are held of record by clients of various Wellington investment advisers. The Wellington entities report no sole voting or dispositive power, but significant shared voting and dispositive power through their advisory relationships. The filing states that no individual client is known to hold more than five percent of Dominion’s common stock, and that the group’s overall ownership is now at or below the five percent threshold.

Positive

  • None.

Negative

  • None.
Beneficially owned shares 40,867,881 shares Aggregate Dominion Energy common stock beneficially owned by Wellington group
Percent of class 4.65% Portion of Dominion Energy common stock class beneficially owned
Shared voting power 40,575,209 shares Shares over which Wellington entities report shared voting power
Shared dispositive power 40,867,860 shares Shares over which Wellington entities report shared dispositive power
Sole voting power 0 shares Dominion Energy shares over which Wellington entities have sole voting power
Sole dispositive power 0 shares Dominion Energy shares over which Wellington entities have sole dispositive power
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: See the responses"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared voting power financial
"6 | Shared Voting Power 40,575,209.00 7 | Sole Dispositive Power"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"8 | Shared Dispositive Power 40,867,860.00 9 40,867,881.00"
parent holding company financial
"The securities as to which this Schedule is filed are owned of record by clients"
investment advisers financial
"One or more of the following investment advisers (the "Wellington Investment Advisers")"

FAQ

What percentage of Dominion Energy (D) is held by the Wellington group?

The Wellington group reports beneficial ownership of 4.65% of Dominion Energy’s common stock. This stake is held through clients of multiple Wellington investment advisers, with Wellington entities having shared voting and dispositive power over those shares.

How many Dominion Energy (D) shares are beneficially owned by Wellington entities?

Wellington entities report beneficial ownership of about 40,867,881 Dominion Energy common shares. These securities are owned of record by clients of Wellington investment advisers, over which the Wellington group has shared voting and dispositive authority.

Does Wellington have sole voting power over its Dominion Energy (D) shares?

No. The Wellington entities report 0 shares with sole voting power. All reported authority is on a shared basis, reflecting voting power exercised through advisory relationships with their investment-management clients holding Dominion Energy shares.

Who legally owns the Dominion Energy (D) shares tied to Wellington’s Schedule 13G/A?

The securities are owned of record by clients of one or more Wellington investment advisers. Wellington reports beneficial ownership through its role as parent holding company of those advisers, not as the direct shareholder of Dominion Energy stock.

Does any single Wellington client hold over 5% of Dominion Energy (D)?

According to the disclosure, no individual client is known to have the right to receive dividends or sale proceeds for more than five percent of Dominion Energy’s common stock. The 4.65% figure represents the group’s aggregate beneficial ownership.

Which Wellington entities are reported as beneficial owners of Dominion Energy (D)?

The filing names Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP. These parent holding companies control various Wellington investment advisers whose clients hold Dominion Energy shares.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





25746U109

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026