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Dominion Energy
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Overview Fund Activity

1,326 hedge funds and large institutions have $39.3B invested in Dominion Energy in 2025 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 548 increasing their positions, 446 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,326
Holders Change
-63
Holders Change %
-4.54%
% of All Funds
17.79%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
106
Increased
548
Reduced
446
Closed
140
Calls
$340M
Puts
$202M
Net Calls
+$138M
Net Calls Change
-$30.8M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.53B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.98B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.66B
4
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$310M
5
BlackRock
5
BlackRock
New York
$4.19B

Top Sellers

1
CIA
1
ClearBridge Investments (Australia)
Australia
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.67B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$773M
4
ZP
4
Zimmer Partners
New York
$0
5
National Pension Service
5
National Pension Service
South Korea
$61.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
276
Synovus Financial
Georgia
$3.54M +$92.6K +1,638 +3%
KPWS
277
Kestra Private Wealth Services
Texas
$3.53M +$488K +8,637 +16%
IWM
278
IHT Wealth Management
Illinois
$3.53M -$52.1K -922 -1%
PGFC
279
Peapack-Gladstone Financial Corp
New Jersey
$3.52M -$125K -2,204 -3%
TC
280
Truvestments Capital
Florida
$3.52M +$56.6K +1,001 +2%
CIBC World Market
281
CIBC World Market
Ontario, Canada
$3.49M +$3.26M +57,720 +1,415%
JHCP
282
Jackson Hole Capital Partners
Oklahoma
$3.49M +$301K +5,324 +9%
AWM
283
Axxcess Wealth Management
California
$3.38M +$54.8K +970 +2%
MML Investors Services
284
MML Investors Services
Massachusetts
$3.37M +$247K +4,367 +8%
MSU
285
Mizuho Securities USA
New York
$3.33M -$470K -8,322 -12%
CIAS
286
Capital Investment Advisory Services
North Carolina
$3.31M -$107K -1,891 -3%
OC
287
Oppenheimer & Co
New York
$3.28M -$228K -4,037 -7%
DADC
288
D.A. Davidson & Co
Montana
$3.22M +$14.6K +259 +0.5%
CPBTD
289
Central Pacific Bank - Trust Division
Hawaii
$3.19M +$704K +12,453 +28%
DFCM
290
Dark Forest Capital Management
Puerto Rico
$3.19M -$2.73M -48,267 -46%
PWP
291
Principle Wealth Partners
Connecticut
$3.19M -$292K -5,165 -8%
AF
292
AGP Franklin
Tennessee
$3.18M +$315K +5,565 +11%
LP
293
LMR Partners
United Kingdom
$3.17M +$3.17M +56,000 New
EMPI
294
Elo Mutual Pension Insurance
Finland
$3.11M -$585K -10,348 -16%
PFS
295
Prospera Financial Services
Texas
$3.1M -$464K -8,215 -13%
SC
296
Sepio Capital
Utah
$3.09M +$764K +13,521 +33%
KRS
297
Kentucky Retirement Systems
Kentucky
$3.04M -$199K -3,519 -6%
Thrivent Financial for Lutherans
298
Thrivent Financial for Lutherans
Minnesota
$3.02M +$26.9K +476 +0.9%
BHWM
299
Bar Harbor Wealth Management
New Hampshire
$3M +$542K +9,594 +22%
RBA
300
Richard Bernstein Advisors
New York
$2.98M +$2.98M +52,641 New
10 11
12
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