DOMINION ENERGY INC

Ticker: D CUSIP: 25746U109 Class: COM

Caldwell Trust Co's Holding History (CIK: 0002080218)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 15,011 Value ($000) $879 Avg Close $59.76 Range $55.85 - $62.17

Q3 2025

Shares 15,011 Value ($000) $918 Avg Close $58.31 Range $54.12 - $61.06

Q2 2025

Shares 11,522 Value ($000) $651 Avg Close $53.16 Range $46.43 - $56.64

Q1 2025

Shares 11,522 Value ($000) $646 Avg Close $52.73 Range $50.44 - $55.30

Q4 2024

Shares 11,522 Value ($000) $621 Avg Close $54.04 Range $50.05 - $58.49

Q3 2024

Shares 11,522 Value ($000) $666 Avg Close $51.16 Range $44.75 - $55.63

Q2 2024

Shares 11,522 Value ($000) $565 Avg Close $47.11 Range $42.93 - $50.42

Q1 2024

Shares 11,522 Value ($000) $567 Avg Close $42.64 Range $39.53 - $45.45

Q4 2023

Shares 13,295 Value ($000) $625 Avg Close $40.17 Range $35.07 - $46.05

Q3 2023

Shares 14,615 Value ($000) $653 Avg Close $44.04 Range $39.46 - $48.34

Q2 2023

Shares 17,032 Value ($000) $882 Avg Close $47.58 Range $42.81 - $51.14

Q1 2023

Shares 17,032 Value ($000) $952 Avg Close $50.58 Range $45.34 - $55.04

Q4 2022

Shares 17,032 Value ($000) $1,044 Avg Close $53.65 Range $49.22 - $61.31

Q3 2022

Shares 16,553 Value ($000) $1,144 Avg Close $68.35 Range $58.75 - $72.86

Q2 2022

Shares 16,693 Value ($000) $1,332 Avg Close $69.34 Range $61.34 - $74.37

Q1 2022

Shares 16,814 Value ($000) $1,429 Avg Close $66.91 Range $62.96 - $71.78

Q4 2021

Shares 17,283 Value ($000) $1,358 Avg Close $62.13 Range $58.31 - $65.87

Q3 2021

Shares 15,867 Value ($000) $1,159 Avg Close $62.43 Range $59.71 - $65.58

Q2 2021

Shares 17,902 Value ($000) $1,317 Avg Close $62.68 Range $59.85 - $65.68

Q1 2021

Shares 17,134 Value ($000) $1,301 Avg Close $58.48 Range $54.73 - $62.61

Q4 2020

Shares 15,911 Value ($000) $1,197 Avg Close $63.42 Range $58.72 - $69.24

Q3 2020

Shares 16,861 Value ($000) $1,331 Avg Close $62.04 Range $56.27 - $65.71

Q2 2020

Shares 16,265 Value ($000) $1,320 Avg Close $62.65 Range $52.81 - $68.69

Q1 2020

Shares 16,265 Value ($000) $1,174 Avg Close $63.12 Range $44.98 - $69.98

Q4 2019

Shares 16,146 Value ($000) $1,337 Avg Close $62.41 Range $60.11 - $63.90

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	15,011	$879	$59.76	$55.85 - $62.17
Q3 2025	15,011	$918	$58.31	$54.12 - $61.06
Q2 2025	11,522	$651	$53.16	$46.43 - $56.64
Q1 2025	11,522	$646	$52.73	$50.44 - $55.30
Q4 2024	11,522	$621	$54.04	$50.05 - $58.49
Q3 2024	11,522	$666	$51.16	$44.75 - $55.63
Q2 2024	11,522	$565	$47.11	$42.93 - $50.42
Q1 2024	11,522	$567	$42.64	$39.53 - $45.45
Q4 2023	13,295	$625	$40.17	$35.07 - $46.05
Q3 2023	14,615	$653	$44.04	$39.46 - $48.34
Q2 2023	17,032	$882	$47.58	$42.81 - $51.14
Q1 2023	17,032	$952	$50.58	$45.34 - $55.04
Q4 2022	17,032	$1,044	$53.65	$49.22 - $61.31
Q3 2022	16,553	$1,144	$68.35	$58.75 - $72.86
Q2 2022	16,693	$1,332	$69.34	$61.34 - $74.37
Q1 2022	16,814	$1,429	$66.91	$62.96 - $71.78
Q4 2021	17,283	$1,358	$62.13	$58.31 - $65.87
Q3 2021	15,867	$1,159	$62.43	$59.71 - $65.58
Q2 2021	17,902	$1,317	$62.68	$59.85 - $65.68
Q1 2021	17,134	$1,301	$58.48	$54.73 - $62.61
Q4 2020	15,911	$1,197	$63.42	$58.72 - $69.24
Q3 2020	16,861	$1,331	$62.04	$56.27 - $65.71
Q2 2020	16,265	$1,320	$62.65	$52.81 - $68.69
Q1 2020	16,265	$1,174	$63.12	$44.98 - $69.98
Q4 2019	16,146	$1,337	$62.41	$60.11 - $63.90