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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 %
LFAS
401
Level Four Advisory Services
Texas
$1.66M +$67.1K +1,188 +4%
AOWM
402
Alpha Omega Wealth Management
Virginia
$1.66M -$27.5K -487 -2%
EF
403
Empirical Finance
Pennsylvania
$1.65M +$10.5K +186 +0.6%
PGF
404
Plan Group Financial
Oklahoma
$1.64M +$230K +4,062 +16%
SAG
405
SageView Advisory Group
California
$1.62M +$287K +4,955 +22%
AF
406
Allworth Financial
California
$1.62M +$400K +7,078 +33%
TCWM
407
Total Clarity Wealth Management
Illinois
$1.62M -$1.19K -21 -0.1%
GCA
408
Greenwood Capital Associates
South Carolina
$1.61M +$18.8K +332 +1%
MIG
409
Meketa Investment Group
Massachusetts
$1.57M -$204K -3,614 -11%
MC
410
Moors & Cabot
Massachusetts
$1.57M -$81K -1,433 -5%
A
411
AustralianSuper
Australia
$1.56M +$255K +4,509 +20%
APM
412
Advanced Portfolio Management
New York
$1.55M +$1.55M +27,500 New
CTC
413
Central Trust Company
Missouri
$1.55M -$98.1K -1,736 -6%
THCM
414
Taylor Hoffman Capital Management
Virginia
$1.55M -$102K -1,805 -6%
SFA
415
Sequoia Financial Advisors
Ohio
$1.54M +$513K +9,085 +50%
NMIMC
416
Northwestern Mutual Investment Management Company
Wisconsin
$1.54M +$27.6K +488 +2%
AWA
417
Arkadios Wealth Advisors
Georgia
$1.54M +$101K +1,788 +7%
CCWM
418
Cassaday & Co Wealth Management
Virginia
$1.53M +$31.1K +550 +2%
OIA
419
OneDigital Investment Advisors
Kansas
$1.52M +$142K +2,505 +10%
PAS
420
Park Avenue Securities
New York
$1.51M +$65K +1,150 +4%
LBC
421
Lowe Brockenbrough & Co
Virginia
$1.5M -$21.6K -382 -1%
GI
422
GAMMA Investing
California
$1.5M +$211K +3,738 +16%
PFT
423
Providence First Trust
Arizona
$1.48M – – –
PAM
424
Palisade Asset Management
Minnesota
$1.48M -$17K -300 -1%
VA
425
Vident Advisory
Georgia
$1.47M +$87.9K +1,556 +6%
15 16
17
18 19