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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
CWS
576
Confluence Wealth Services
Pennsylvania
$787K -$84.4K -1,540 -10%
CIC
577
Cornercap Investment Counsel
Georgia
$781K -$17.1K -312 -2%
AFAS
578
Acorn Financial Advisory Services
Virginia
$776K -$9.92K -181 -1%
Lazard Asset Management
579
Lazard Asset Management
New York
$776K -$6.46M -117,985 -90%
BPC
580
Bearing Point Capital
Minnesota
$774K +$21.9K +400 +3%
UB
581
UMB Bank
Missouri
$766K -$47.5K -866 -6%
DAS
582
Diversify Advisory Services
Utah
$760K +$679K +12,401 New
AIMA
583
Ables Iannone Moore & Associates
Georgia
$759K -$25.7K -469 -3%
NL
584
Navalign LLC
California
$758K -$9.86K -180 -1%
CFO
585
Callan Family Office
Pennsylvania
$755K +$732K +13,366 New
ACS
586
Archford Capital Strategies
Illinois
$753K -$2.74K -50 -0.4%
IAIM
587
International Assets Investment Management
Florida
$751K -$689K -12,572 -49%
CAMG
588
CWA Asset Management Group
Florida
$747K +$111K +2,020 +18%
EPM
589
Elm Partners Management
Pennsylvania
$739K +$716K +13,069 New
GRP
590
Global Retirement Partners
California
$736K +$713K +13,017 New
FFA
591
Farther Finance Advisors
California
$733K +$48.1K +878 +7%
CB
592
Cadence Bank
Mississippi
$731K +$37.3K +680 +6%
MSG
593
Main Street Group
Virginia
$730K -$25.3K -462 -3%
TG
594
TCW Group
California
$730K +$27.3K +498 +4%
EH
595
Equitable Holdings
New York
$730K +$186K +3,399 +36%
WI
596
WBI Investments
New Jersey
$728K -$2.08M -37,930 -75%
HAS
597
HBW Advisory Services
California
$723K +$7.95K +145 +1%
CF
598
Claris Financial
Virginia
$723K -$193K -3,514 -22%
BHIA
599
Birch Hill Investment Advisors
Massachusetts
$723K -$359K -6,548 -34%
MLA
600
My Legacy Advisors
Oregon
$722K +$17.5K +320 +3%

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.