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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
17.78%
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 %
CGH
376
Crossmark Global Holdings
Texas
$1.85M -$76K -1,344 -4%
SAM
377
Sompo Asset Management
Japan
$1.83M -$56K -990 -3%
BHPW
378
Beverly Hills Private Wealth
California
$1.82M +$212K +3,755 +13%
N
379
Natixis
France
$1.82M +$1.82M +32,185 New
AA
380
Altman Advisors
Illinois
$1.82M +$32.6K +565 +2%
BAMF
381
BI Asset Management Fondsmaeglerselskab
Denmark
$1.81M +$424K +7,502 +31%
BFG
382
Bleakley Financial Group
New Jersey
$1.81M +$731K +12,928 +68%
RIM
383
Redwood Investment Management
Arizona
$1.8M +$10.3K +183 +0.6%
GAMC
384
Garner Asset Management Corp
Texas
$1.79M +$298K +5,279 +20%
3IP
385
3Chopt Investment Partners
Virginia
$1.79M -$622 -11 -0%
WBC
386
Westpac Banking Corp
Australia
$1.78M +$121K +2,142 +7%
SWP
387
Stratos Wealth Partners
Ohio
$1.77M -$100K -1,774 -5%
BB
388
Berkshire Bank
Massachusetts
$1.76M -$13.1K -232 -0.7%
ITC
389
Inspire Trust Company
Nevada
$1.75M +$170K +3,000 +11%
AWM
390
Apollon Wealth Management
South Carolina
$1.75M +$76.1K +1,347 +5%
ACIM
391
Azimuth Capital Investment Management
Michigan
$1.74M +$853K +15,100 +96%
PP
392
Patten & Patten
Tennessee
$1.73M +$239K +4,221 +16%
ATFA
393
All Terrain Financial Advisors
Minnesota
$1.73M -$735 -13 -0%
AWP
394
Ascent Wealth Partners
New York
$1.72M +$499K +8,835 +41%
CC
395
Courier Capital
New York
$1.72M -$21K -371 -1%
BCV
396
Banque Cantonale Vaudoise
Switzerland
$1.72M +$15.3K +270 +0.9%
IIM
397
INTECH Investment Management
Florida
$1.7M -$18K -318 -1%
RB
398
Rodgers Brothers
Pennsylvania
$1.68M +$1.68M +29,665 New
CIA
399
Concurrent Investment Advisors
Florida
$1.67M -$337K -5,958 -17%
JWCA
400
J.W. Cole Advisors
Florida
$1.67M +$100K +1,772 +6%
14 15
16
17 18