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Dominion Energy

1,334 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, 549 increasing their positions, 451 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

4% less funds holding

Funds holding: 1,3901,334 (-56)

24% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 140

Holders
1,334
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$340M
Puts
$202M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
551
Whitener Capital Management
North Carolina
$837K
SWM
552
Shelton Wealth Management
Texas
$835K
TPA
553
Trivium Point Advisory
Connecticut
$834K
FMII
554
Farmers & Merchants Investments Inc
Nebraska
$831K
BFA
555
Bragg Financial Advisors
North Carolina
$830K
TPCW
556
TD Private Client Wealth
New York
$828K
MIM
557
Marco Investment Management
Georgia
$827K
HWA
558
Heritage Wealth Advisors
Virginia
$820K
EM
559
Excalibur Management
Massachusetts
$812K
SWP
560
Sagespring Wealth Partners
Tennessee
$808K
CWMP
561
Clarion Wealth Managment Partners
Virginia
$806K
TWA
562
TCI Wealth Advisors
Arizona
$803K
MAS
563
Meeder Advisory Services
Ohio
$799K
EWA
564
Exencial Wealth Advisors
Oklahoma
$799K
MFP
565
Meridian Financial Partners
Virginia
$799K
AF
566
Arrow Financial
New York
$796K
BP
567
Ballentine Partners
Massachusetts
$795K
DWMS
568
Dominguez Wealth Management Solutions
Virginia
$793K
TH
569
TCTC Holdings
Texas
$793K
VWM
570
VCI Wealth Management
Missouri
$791K
SFG
571
Sovereign Financial Group
Connecticut
$790K
LIM
572
Longfellow Investment Management
Massachusetts
$788K
ZIM
573
Zacks Investment Management
Illinois
$787K
CWS
574
Confluence Wealth Services
Pennsylvania
$787K
CIC
575
Cornercap Investment Counsel
Georgia
$781K