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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 %
DCM
476
Donaldson Capital Management
Indiana
$1.07M +$46.2K +818 +4%
MSA
477
MUFG Securities Americas
New York
$1.07M +$228K +4,031 +27%
MIP
478
Marietta Investment Partners
Wisconsin
$1.07M – – –
RF
479
Rossby Financial
Florida
$1.07M +$20.9K +370 +2%
GT
480
Glenview Trust
Kentucky
$1.06M +$429K +7,582 +67%
SYBT
481
Stock Yards Bank & Trust
Kentucky
$1.06M -$45.6K -806 -4%
CK
482
Cohen Klingenstein
New York
$1.06M – – –
SCM
483
Sterling Capital Management
North Carolina
$1.06M -$2.09M -37,030 -66%
RCM
484
Radnor Capital Management
Pennsylvania
$1.05M +$12.8K +226 +1%
Adage Capital Partners
485
Adage Capital Partners
Massachusetts
$1.05M +$1.05M +18,611 New
PFSC
486
Peoples Financial Services Corp
Pennsylvania
$1.05M -$49.3K -873 -4%
4WM
487
44 Wealth Management
Oregon
$1.03M +$412K +7,298 +66%
BEI
488
Benjamin Edwards Inc
Missouri
$1.03M +$458K +8,102 +80%
WA
489
Waverly Advisors
Alabama
$1.03M +$42.3K +748 +4%
DWP
490
Daymark Wealth Partners
Ohio
$1.02M -$58.7K -1,038 -5%
PS
491
Principal Securities
Iowa
$1.02M +$125K +2,205 +14%
RC
492
RBO & Co
California
$1.02M – – –
FPAS
493
Focus Partners Advisor Solutions
Missouri
$1.01M +$130K +2,293 +15%
ECA
494
Elevated Capital Advisors
Utah
$1.01M – – –
SPC
495
Sigma Planning Corp
Michigan
$1.01M -$337K -5,962 -25%
MAV
496
Mason & Associates (Virginia)
Virginia
$1.01M -$14.7K -260 -1%
CC
497
Chicago Capital
Illinois
$999K +$285K +5,040 +40%
WPC
498
Waters Parkerson & Co
Louisiana
$996K – – –
BBVA
499
Banco Bilbao Vizcaya Argentaria
Spain
$995K -$218K -3,857 -18%
SC
500
Scotia Capital
Ontario, Canada
$993K +$24.6K +436 +3%
18 19
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