Tickdelta is free for now. Sign up and get Pro free
Dominion Energy, headquartered in Richmond, Virginia and incorporated in Virginia in 1983, provides service to approximately 4.1 million primarily electric utility customers in Virginia, North Carolina and South Carolina. 10-K, Item 1
3 paragraphs in Risk Factors of the 10-K filed Feb 23, 2026 with nothing like them in the 10-K filed Feb 27, 2025. Quoted exactly. Paragraphs that were only edited are under 10-K change.
Compared with the Risk Factors in the latest 10-K of the other 30 Utilities companies: a paragraph with at least half its words the same at another company is called similar, and the companies are listed under it. A paragraph most of them have is marked boilerplate. No line means no other company has one like it. This counts text; it does not say how serious a risk is.
addition, the cost of the CVOW Commercial Project could be adversely affected by the impact of applicable tariffs, including any potential impact of Section 232 investigations.
Read in the 10-K ↗
approvals. Even if facility construction, expansion, electric transmission line, conversion and other infrastructure projects are completed, the total costs of the projects may be higher than anticipated and the performance of the business of the Companies following completion of the projects may not meet expectations. If these infrastructure projects are not completed, are delayed or are subject to unanticipated costs, certain costs may not be approved for recovery or otherwise be recoverable through regulatory mechanisms that may be available. Further, the Companies could become obligated to make delay or termination payments or become obligated for other damages under contracts, could experience the loss or reduction of tax credits or incentives, the inability to transfer related tax credits, or delayed or diminished returns, and could be required to write off all or a portion of their investments in such projects.
Similar paragraph at 1 of 30 other Utilities companies: NEERead in the 10-K ↗
19 different locations, including 12 at Virginia Power. The Companies also may face litigation concerning their coal ash facilities.
Read in the 10-K ↗
13 paragraphs in the 10-Q filed Oct 30, 2026 with nothing like them in the 10-Q filed Jul 31, 2026 (at least half the words must differ; new numbers alone do not count). Quoted exactly, grouped by the item heading above them. This is text that changed, not a judgement of how serious it is.
Nine Months Ended September 30, 2026 2025 ────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────── (millions) Operating Activities Net income including noncontrolling interests $2,388 $2,553 Adjustments to reconcile net income including noncontrolling interests to net cash provided by operating activities: Depreciation and amortization (including nuclear fuel) 2,197 2,002 Deferred income taxes 367 455 Deferred investment tax credits (benefits) (43) 281 Impairment of assets and other charges (benefits) 873 225 Net (gains) losses on nuclear decommissioning trust funds and other investments (453) (442) Other adjustments (60) (35) Changes in: Accounts receivable (372) (63) Inventories (68) (124) Deferred fuel and purchased gas costs, net (505) (493) Prepayments and deposits, net (174) (545) Accounts payable (7) (42) Accrued interest, payroll and taxes 104 188 Net realized and unrealized changes related to derivative activities 460 551 Pension and other postretirement benefits (174) (205) Other operating assets and liabilities 155 68 Net cash provided by operating activities 4,688 4,374 Investing Activities Plant construction and other property additions (including nuclear fuel) (8,576) (9,255) Acquisition of solar development projects (17) (12) Proceeds from sales of securities 2,839 2,563 Purchases of securities (2,935) (2,670) Contributions to equity method affiliates (4) (20) Other (56) (107) Net cash used in investing activities (8,749) (9,501) Financing Activities Issuance (repayment) of short-term debt, net 851 22 364-day term loan facility borrowings 1,250 — Repayment of 364-day term loan facility borrowings (1,250) — Issuance and remarketing of long-term debt 6,725 7,647 Repayment and repurchases of long-term debt (1,713) (972) Repayment of securitization bonds (85) (80) Supplemental credit facility borrowings 1,000 — Supplemental credit facility repayments (1,000) — Proceeds from sale of noncontrolling interest in OSWP — (88) Contributions from Stonepeak to OSWP 506 1,141 Distributions from OSWP to Stonepeak (246) (167) Issuance of common stock 40 105 Common dividend payments (1,761) (1,708) Other (36) (72) Net cash provided by financing activities 4,281 5,828 Increase (decrease) in cash, restricted cash and equivalents 220 701 Cash, restricted cash and equivalents at beginning of period 343 365 Cash, restricted cash and equivalents at end of period $563 $1,066
Read in the 10-Q ↗
State and local income taxes, net of federal income tax effect(1) 89 3.2 112 3.9
Read in the 10-Q ↗
(millions)(1) (millions) Rider CCR April 2026 Pending January 2027 $217 $51 Rider CE(2) October 2025 April 2026 May 2026 280 98 Rider CERC March 2026 Pending January 2027 70 34 Rider DIST(3) August 2025 May 2026 June 2026 327 60 Rider DIST(4) August 2026 Pending June 2027 463 136 Rider GEN June 2026 Pending April 2027 430 119 Rider GEN June 2026 Pending April 2028 408 (22) Rider OSW October 2025 July 2026 September 2026 670 31 Rider OSW October 2026 Pending September 2027 627 (43) Rider RGGI(5) June 2026 Pending March 2027 1,179 N/A Rider RPS December 2025 August 2026 September 2026 442 (167) Rider SNA October 2025 July 2026 September 2026 233 26 Rider SNA October 2026 Pending September 2027 281 48 Rider T1(6) May 2026 July 2026 September 2026 1,539 196 DSM Riders(7) December 2025 August 2026 September 2026 114 18
Read in the 10-Q ↗
In addition, Virginia Power has riders associated with other projects with an aggregate total revenue requirement of approximately $ 65 million at September 30, 2026.
Read in the 10-Q ↗
The total revenue requirement for Rider DIST includes $ 196 million for certain previously approved electric distribution grid transformation projects, $ 230 million for previously approved phases and proposed phase 10 of certain new underground distribution facilities and $ 37 million for certain previously approved rural broadband capacity projects.
Read in the 10-Q ↗
Associated with two redesigned energy efficiency programs and seven new demand response programs with a $ 221 million cost cap, with the ability to exceed the cost cap by no more than 15 %. Also, in December 2025, Virginia Power filed a petition requesting Virginia Commission approval to conduct a pilot program to evaluate methods to optimize system demand through various technology applications and distributed energy resources, including the establishment of a VPP, as required by the Community Energy Act. In its petition, Virginia Power sought to utilize certain programs previously approved by the Virginia Commission and incorporate newly proposed programs associated with the DSM Riders. The DSM Riders cost cap includes $ 64 million associated with the proposed VPP pilot program. The Virginia Commission consolidated the DSM Riders and VPP pilot program petitions and approved all related matters in August 2026.
Read in the 10-Q ↗
In October 2026, DESC renewed letters of credit securing industrial revenue bonds totaling $68 million. These letters of credit are subject to renewal in the fourth quarter of 2027.
Read in the 10-Q ↗
• A $60 million increase in non-fuel base rates resulting from the settlement of the 2026 electric base rate case in South Carolina;
Read in the 10-Q ↗
• A $71 million increase in non-fuel base rates resulting from the settlement of the 2026 electric base rate case in South Carolina;
Read in the 10-Q ↗
• A $26 million decrease from the impacts of the capital cost rider in South Carolina.
Read in the 10-Q ↗
• $34 million in merger-related costs associated with the proposed NextEra Energy Merger; and
Read in the 10-Q ↗
In September 2026, the EPA finalized a rule repealing the majority of a package of rules the EPA finalized in May 2024 designed to reduce CO2 emissions from certain fossil fuel-fired electric generating units. The May 2024 final rule set standards of performance and emission guidelines for CO2 emissions from new and reconstructed gas-fired combustion turbines and modified coal-fired steam generating units. The May 2024 rulemaking package also included emission guidelines, including emission limits, for existing coal, oil and gas-fired steam generating units. Until the EPA ultimately takes final action on the proposed rulemakings included in the Companies’ Annual Report on Form 10-K for the year ended December 31, 2025 within Future Issues and Other Matters in MD&A and publishes all final rules in the federal register, Dominion Energy is unable to predict whether or to what extent the new rules will ultimately require additional controls or other actions. The effects of these proposed rulemakings could have a material impact on Dominion Energy’s financial condition and cash flows.
Read in the 10-Q ↗
In October 2024, Dominion Energy announced a joint planning initiative with AEP and FirstEnergy. As part of the initiative, the companies jointly submitted initial project proposals for high-voltage transmission lines in Virginia, Maryland and West Virginia to PJM. In February 2025, Dominion Energy, AEP and FirstEnergy entered into an agreement for the operation of Valley Link to undertake a multi-year process to develop, construct and subsequently operate the new transmission line projects selected by PJM. Under the terms of the joint venture agreement, Dominion Energy will hold a 30% initial interest in Valley Link. Dominion Energy expects to invest approximately $1.5 billion from 2026 through 2030 in connection with this arrangement.
Read in the 10-Q ↗
Item 1A of the 10-Q filed Oct 30, 2026 against Item 1A of the 10-K filed Feb 23, 2026.
A 10-Q repeats only the risks that changed, so a 10-K paragraph that is missing from it is not counted as removed.
Added is a paragraph with nothing like it in the 10-K, Reworded a sentence that is in both with several words changed,
Quiet changes a sentence in both where one to four words changed and one is a hedge or a modal
(cut words struck through, new words highlighted and underlined).
Text on the page, not a score; each links to the filing at sec.gov.
Work on D in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/D/export.csv") into a cell.
