contract_award•Awarded Thursday, September 24, 2026Analyzed

VIRGINIA ELECTRIC AND POWER COMPANY: $100M Department of Justice Contract

Bullish

Summary

Dominion Energy ($D) received a $100M utility energy service contract from the FBI for its Quantico facility. This represents a modest but meaningful addition to Dominion's revenue and highlights federal investment in energy infrastructure. Supply chain beneficiaries may include energy service companies like Ameresco ($AMRC).

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Key Takeaways

  • 1.Dominion Energy ($D) secured a $100M FBI contract, adding to its federal business.
  • 2.The contract supports energy infrastructure at Quantico, with potential downstream benefits for ESCOs like Ameresco ($AMRC).
  • 3.No direct legislative catalyst was identified, but the contract aligns with federal energy efficiency goals.

Market Implications

The contract reinforces Dominion Energy's position in the federal utility market. For investors, $D offers steady regulated returns, while could see outsized moves if it secures a portion of the work. The broader trend of federal energy efficiency spending supports both.

Full Analysis

The Department of Justice, through the Federal Bureau of Investigation, awarded a $100M delivery order under a Utility Energy Service Contract (UESC) to Virginia Electric and Power Company, identified as Dominion Energy ($D). The contract covers energy services at the FBI's Quantico facility from September 2025 to March 2027. Dominion Energy, a publicly traded utility holding company with FY2025 revenue of $13.5B, will see this contract add approximately 0.74% to its annual revenue, a meaningful but not transformative boost to its federal business segment. No direct legislative connection was identified among the provided bill signals, though UESC contracts are generally authorized under federal energy management statutes. Supply chain beneficiaries likely include energy service companies (ESCOs) such as Ameresco, which often subcontract on federal energy efficiency projects. Historically, federal UESC contracts provide stable, multi-year revenue streams and support sustained demand for energy services, benefiting both prime utilities and their subcontractors.

Intelligence Surface

Cross-referenced against federal contracts, SEC insider filings & congressional trade disclosures

Unconfirmed

No confirming evidence found yet from contracts, insider trades, or congressional activity

$$D▲ Bullish
Est. $66.7M – $66.7M revenue impact
①

What the bill does

Direct award of Utility Energy Service Contract (UESC) for FBI Quantico.

②

Who must act

Department of Justice / Federal Bureau of Investigation awarding to Virginia Electric and Power Company (Dominion Energy).

③

What happens

$100M contract added to backlog, representing approximately 0.74% of annual revenue based on FY2025 revenue of $13.5B.

④

Stock impact

Dominion Energy is a large regulated utility; this contract adds to its federal government business segment, which provides stable, long-term revenue. The contract supports energy infrastructure at a major federal facility.

Contract Details

Recipient

VIRGINIA ELECTRIC AND POWER COMPANY

Award Amount

$100,270,192

Awarding Agency

Department of Justice

Sub-Agency

Federal Bureau of Investigation

Contract Type

DELIVERY ORDER

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