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Dominion Energy

1,350 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, 555 increasing their positions, 458 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $340M | Put options by funds: $202M

21% more repeat investments, than reductions

Existing positions increased: 555 | Existing positions reduced: 458

6% more capital invested

Capital invested by funds: $37B → $39.3B (+$2.38B)

4.23% more ownership

Funds ownership: 77.38%81.61% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

4% less funds holding

Funds holding: 1,4041,350 (-54)

27% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 145

Holders
1,350
Holders Change
-54
Holders Change %
-3.85%
% of All Funds
17.77%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
106
Increased
555
Reduced
458
Closed
145
Calls
$340M
Puts
$202M
Net Calls
+$138M
Net Calls Change
-$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
551
CoreCap Advisors
Michigan
$838K +$72.6K +1,325 +10%
VIM
552
Vista Investment Management
Pennsylvania
$837K
WCM
553
Whitener Capital Management
North Carolina
$837K -$3.56K -65 -0.4%
SWM
554
Shelton Wealth Management
Texas
$835K +$46.1K +842 +6%
TPA
555
Trivium Point Advisory
Connecticut
$834K -$65.9K -1,202 -8%
FMII
556
Farmers & Merchants Investments Inc
Nebraska
$831K -$70.8K -1,292 -8%
BFA
557
Bragg Financial Advisors
North Carolina
$830K -$284K -5,180 -26%
TPCW
558
TD Private Client Wealth
New York
$828K +$336K +6,136 +72%
MIM
559
Marco Investment Management
Georgia
$827K +$40.8K +745 +5%
HWA
560
Heritage Wealth Advisors
Virginia
$820K +$1.26K +23 +0.2%
EM
561
Excalibur Management
Massachusetts
$812K -$15.5K -282 -2%
SWP
562
Sagespring Wealth Partners
Tennessee
$808K +$182K +3,326 +30%
CWMP
563
Clarion Wealth Managment Partners
Virginia
$806K +$781K +14,258 New
TWA
564
TCI Wealth Advisors
Arizona
$803K +$1.31K +24 +0.2%
MAS
565
Meeder Advisory Services
Ohio
$799K +$4.33K +79 +0.6%
EWA
566
Exencial Wealth Advisors
Oklahoma
$799K -$56.8K -1,036 -7%
MFP
567
Meridian Financial Partners
Virginia
$799K
AF
568
Arrow Financial
New York
$796K -$61.9K -1,130 -7%
BP
569
Ballentine Partners
Massachusetts
$795K -$15K -274 -2%
DWMS
570
Dominguez Wealth Management Solutions
Virginia
$793K +$8.6K +157 +1%
TH
571
TCTC Holdings
Texas
$793K
VWM
572
VCI Wealth Management
Missouri
$791K +$83.7K +1,528 +12%
SFG
573
Sovereign Financial Group
Connecticut
$790K -$83.9K -1,532 -10%
LIM
574
Longfellow Investment Management
Massachusetts
$788K
ZIM
575
Zacks Investment Management
Illinois
$787K +$763K +13,929 New

D Hedge Fund Activity: Q2 2025 in Review

1,350 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2025, worth a combined $39.3B — up 6.4% from $37B a quarter earlier.

Sellers outnumbered buyers: 145 funds closed out of D and 106 opened new positions — a net loss of 39 holders — while 458 trimmed existing stakes and 555 added.

The largest buyer was Capital Research Global Investors, adding an estimated $1.19B. The largest seller was ClearBridge Investments (Australia), exiting entirely with an estimated $139M sold.

  • 1,350 institutional investors held Dominion Energy (D) as of Q2 2025, down from 1,404 in Q1 2025.
  • Funds reported $39.3B of Dominion Energy stock for Q2 2025, up 6.4% quarter-over-quarter.
  • 106 funds opened new Dominion Energy positions in Q2 2025 and 145 closed out, a net change of -39 holders.
  • The largest Dominion Energy buyer in Q2 2025 was Capital Research Global Investors, an estimated $1.19B added.
  • The largest Dominion Energy seller in Q2 2025 was ClearBridge Investments (Australia), an estimated $139M sold.

Based on aggregated 13F filings for Q2 2025.