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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 %
TPA
551
Trivium Point Advisory
Connecticut
$834K -$67.9K -1,202 -8%
FMII
552
Farmers & Merchants Investments Inc
Nebraska
$831K -$73K -1,292 -8%
BFA
553
Bragg Financial Advisors
North Carolina
$830K -$293K -5,180 -26%
TPCW
554
TD Private Client Wealth
New York
$828K +$347K +6,136 +72%
MIM
555
Marco Investment Management
Georgia
$827K +$42.1K +745 +5%
HWA
556
Heritage Wealth Advisors
Virginia
$820K +$1.3K +23 +0.2%
EM
557
Excalibur Management
Massachusetts
$812K -$15.9K -282 -2%
SWP
558
Sagespring Wealth Partners
Tennessee
$808K +$188K +3,326 +30%
CWMP
559
Clarion Wealth Managment Partners
Virginia
$806K +$806K +14,258 New
TWA
560
TCI Wealth Advisors
Arizona
$803K +$1.36K +24 +0.2%
MAS
561
Meeder Advisory Services
Ohio
$799K +$4.47K +79 +0.6%
EWA
562
Exencial Wealth Advisors
Oklahoma
$799K -$58.6K -1,036 -7%
MFP
563
Meridian Financial Partners
Virginia
$799K – – –
AF
564
Arrow Financial
New York
$796K -$63.9K -1,130 -7%
BP
565
Ballentine Partners
Massachusetts
$795K -$15.5K -274 -2%
DWMS
566
Dominguez Wealth Management Solutions
Virginia
$793K +$8.87K +157 +1%
TH
567
TCTC Holdings
Texas
$793K – – –
VWM
568
VCI Wealth Management
Missouri
$791K +$86.4K +1,528 +12%
SFG
569
Sovereign Financial Group
Connecticut
$790K -$86.6K -1,532 -10%
LIM
570
Longfellow Investment Management
Massachusetts
$788K – – –
ZIM
571
Zacks Investment Management
Illinois
$787K +$787K +13,929 New
CWS
572
Confluence Wealth Services
Pennsylvania
$787K -$87K -1,540 -10%
CIC
573
Cornercap Investment Counsel
Georgia
$781K -$17.6K -312 -2%
AFAS
574
Acorn Financial Advisory Services
Virginia
$776K -$10.2K -181 -1%
Lazard Asset Management
575
Lazard Asset Management
New York
$776K -$6.66M -117,985 -90%
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