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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 %
EFS
526
Essex Financial Services
Connecticut
$899K -$10.9K -192 -1%
PWM
527
PBMares Wealth Management
Virginia
$890K -$139K -2,461 -14%
BEC
528
Blue Edge Capital
Virginia
$887K – – –
QI
529
Qtron Investments
Massachusetts
$886K +$886K +15,681 New
JCM
530
Jacobi Capital Management
Pennsylvania
$885K +$8.37K +148 +1%
BAM
531
Belpointe Asset Management
Nevada
$881K -$7.07K -125 -0.8%
PG
532
Patten Group
Tennessee
$879K +$30.2K +534 +4%
GFA
533
Gallagher Fiduciary Advisors
Illinois
$877K +$57 +1 +0%
KP
534
Keel Point
Alabama
$872K +$650K +11,507 +293%
JWM
535
Jeppson Wealth Management
California
$871K +$39.6K +700 +5%
EWA
536
EP Wealth Advisors
California
$869K -$622 -11 -0.1%
HTC
537
Haverford Trust Company
Pennsylvania
$868K -$15.5K -274 -2%
FNBT
538
FineMark National Bank & Trust
Florida
$864K +$72K +1,274 +9%
AWS
539
Atria Wealth Solutions
New York
$864K -$1.81M -32,080 -68%
SG
540
StoneX Group
New York
$859K +$29.4K +521 +4%
CANC
541
Culbertson A N & Co
Virginia
$857K -$10.3K -183 -1%
PP
542
Prudential plc
United Kingdom
$851K – – –
GT
543
Greenleaf Trust
Michigan
$850K -$43.6K -771 -5%
FIA
544
Foundations Investment Advisors
Arizona
$850K +$243K +4,296 +40%
CCG
545
Ceeto Capital Group
Florida
$848K – – –
HH
546
Hilltop Holdings
Texas
$847K +$5.99K +106 +0.7%
CA
547
CoreCap Advisors
Michigan
$838K +$74.9K +1,325 +10%
VIM
548
Vista Investment Management
Pennsylvania
$837K – – –
WCM
549
Whitener Capital Management
North Carolina
$837K -$3.67K -65 -0.4%
SWM
550
Shelton Wealth Management
Texas
$835K +$47.6K +842 +6%
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