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

Top Sellers

1
CIA
ClearBridge Investments (Australia)
Australia
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.67B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$773M
4
ZP
Zimmer Partners
New York
$0
5
National Pension Service
National Pension Service
South Korea
$61.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSA
426
Bull Street Advisors
Georgia
$1.45M -$7.07K -125 -0.5%
CCM
427
Coldstream Capital Management
Washington
$1.45M +$4.01K +71 +0.3%
Assenagon Asset Management
428
Assenagon Asset Management
Luxembourg
$1.44M +$16.7K +296 +1%
KWM
429
Kingsview Wealth Management
Oregon
$1.44M -$40.8K -722 -3%
LDB
430
Lee, Danner & Bass
Tennessee
$1.43M +$17.9K +317 +1%
LWANC
431
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.43M +$1.4M +78,991 +3,944%
Squarepoint
432
Squarepoint
New York
$1.43M -$4.18M -73,966 -74%
CICI
433
Capital Investment Counsel Inc
North Carolina
$1.43M -$73.2K -1,295 -5%
IAN
434
Integrated Advisors Network
Texas
$1.41M +$68K +1,203 +5%
TAP
435
Tounjian Advisory Partners
Florida
$1.41M -$18.2K -324 -1%
HI
436
Horizon Investments
North Carolina
$1.4M +$467K +8,260 +50%
SB
437
Simmons Bank
Arkansas
$1.39M +$103K +1,816 +8%
CNBT
438
Canandaigua National Bank & Trust
New York
$1.38M -$29.9K -529 -2%
MCM
439
MAI Capital Management
Ohio
$1.35M +$116K +2,049 +9%
DZ Bank
440
DZ Bank
Germany
$1.33M +$63.6K +1,126 +5%
PCS
441
Personal CFO Solutions
New Jersey
$1.33M +$39.2K +693 +3%
FDCDDQ
442
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.32M +$25.3K +447 +2%
O
443
Ossiam
France
$1.31M +$1.3M +23,050 +15,164%
KRSITF
444
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.29M -$89.4K -1,581 -6%
VA
445
Valmark Advisers
Ohio
$1.27M -$14.4K -255 -1%
Kovitz Investment Group Partners
446
Kovitz Investment Group Partners
Illinois
$1.26M +$341K +6,036 +37%
BTI
447
Blue Trust Inc
Georgia
$1.25M +$160K +2,838 +15%
SCTC
448
Sanibel Captiva Trust Company
Florida
$1.22M +$41K +725 +3%
IA
449
Inspire Advisors
Idaho
$1.22M +$610K +10,796 +100%
CI Investments Inc
450
CI Investments Inc
Ontario, Canada
$1.2M +$185K +3,282 +18%
16 17
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