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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 %
BPC
576
Bearing Point Capital
Minnesota
$774K +$22.6K +400 +3%
UB
577
UMB Bank
Missouri
$766K -$48.9K -866 -6%
DAS
578
Diversify Advisory Services
Utah
$760K +$760K +12,401 New
AIMA
579
Ables Iannone Moore & Associates
Georgia
$759K -$26.5K -469 -3%
NL
580
Navalign LLC
California
$758K -$10.2K -180 -1%
CFO
581
Callan Family Office
Pennsylvania
$755K +$755K +13,366 New
ACS
582
Archford Capital Strategies
Illinois
$753K -$2.83K -50 -0.4%
IAIM
583
International Assets Investment Management
Florida
$751K -$711K -12,572 -49%
CAMG
584
CWA Asset Management Group
Florida
$747K +$114K +2,020 +18%
EPM
585
Elm Partners Management
Pennsylvania
$739K +$739K +13,069 New
GRP
586
Global Retirement Partners
California
$736K +$736K +13,017 New
FFA
587
Farther Finance Advisors
California
$733K +$49.6K +878 +7%
CB
588
Cadence Bank
Mississippi
$731K +$38.4K +680 +6%
MSG
589
Main Street Group
Virginia
$730K -$26.1K -462 -3%
TG
590
TCW Group
California
$730K +$28.1K +498 +4%
EH
591
Equitable Holdings
New York
$730K +$192K +3,399 +36%
WI
592
WBI Investments
New Jersey
$728K -$2.14M -37,930 -75%
HAS
593
HBW Advisory Services
California
$723K +$8.2K +145 +1%
CF
594
Claris Financial
Virginia
$723K -$199K -3,514 -22%
BHIA
595
Birch Hill Investment Advisors
Massachusetts
$723K -$370K -6,548 -34%
MLA
596
My Legacy Advisors
Oregon
$722K +$18.6K +320 +3%
DWT
597
Dorsey & Whitney Trust
South Dakota
$720K -$147K -2,608 -17%
MWM
598
Meridian Wealth Management
Kentucky
$718K +$1.87K +33 +0.3%
FHC
599
First Heartland Consultants
Missouri
$718K +$718K +12,706 New
BWM
600
BCGM Wealth Management
Indiana
$714K +$22.8K +404 +3%
22 23
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