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Dominion Energy

1,409 hedge funds and large institutions have $42.6B invested in Dominion Energy in 2025 Q3 according to their latest regulatory filings, with 168 funds opening new positions, 577 increasing their positions, 433 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 88

84% more call options, than puts

Call options by funds: $297M | Put options by funds: $161M

33% more repeat investments, than reductions

Existing positions increased: 577 | Existing positions reduced: 433

8% more capital invested

Capital invested by funds: $39.3B → $42.6B (+$3.31B)

4% more funds holding

Funds holding: 1,3501,409 (+59)

0.09% more ownership

Funds ownership: 81.61%81.7% (+0.09%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
1,409
Holders Change
+59
Holders Change %
+4.37%
% of All Funds
18.49%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
168
Increased
577
Reduced
433
Closed
88
Calls
$297M
Puts
$161M
Net Calls
+$136M
Net Calls Change
-$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
601
Greenleaf Trust
Michigan
$841K -$76.5K -1,287 -9%
CIC
602
Cornercap Investment Counsel
Georgia
$831K -$13.7K -230 -2%
NL
603
Navalign LLC
California
$830K +$9.51K +160 +1%
CB
604
Cadence Bank
Mississippi
$829K +$36.5K +614 +5%
HAS
605
HBW Advisory Services
California
$825K +$41K +689 +5%
NL
606
NWAM LLC
Washington
$824K +$797K +13,410 New
PAI
607
Pittenger & Anderson Inc
Nebraska
$824K +$161K +2,715 +25%
UB
608
UMB Bank
Missouri
$823K -$6.6K -111 -0.8%
GWM
609
Geneos Wealth Management
Colorado
$820K -$203K -3,414 -20%
WIA
610
World Investment Advisors
California
$818K +$251K +4,224 +46%
AIMA
611
Ables Iannone Moore & Associates
Georgia
$817K -$4.22K -71 -0.5%
SW
612
SteelPeak Wealth
California
$816K +$793K +13,333 New
ACS
613
Archford Capital Strategies
Illinois
$815K -$357 -6 -0%
PCG
614
Prosperity Consulting Group
Maryland
$807K +$37.6K +633 +5%
SLWA
615
San Luis Wealth Advisors
California
$803K +$51.4K +865 +7%
EPM
616
Elm Partners Management
Pennsylvania
$800K +$535 +9 +0.1%
PPW
617
Parcion Private Wealth
Washington
$800K +$38.5K +648 +5%
SC
618
SouthState Corp
Florida
$794K +$32.6K +548 +4%
CWS
619
Confluence Wealth Services
Pennsylvania
$791K -$59K -993 -7%
BJL
620
Brighton Jones LLC
Washington
$790K +$64.9K +1,092 +9%
MIM
621
Marco Investment Management
Georgia
$785K -$107K -1,800 -12%
BHIA
622
Birch Hill Investment Advisors
Massachusetts
$782K
CAMG
623
CWA Asset Management Group
Florida
$776K -$31.6K -532 -4%
DAS
624
Diversify Advisory Services
Utah
$768K +$43.4K +730 +6%
CCM
625
Chickasaw Capital Management
Tennessee
$767K

D Hedge Fund Activity: Q3 2025 in Review

1,409 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2025, worth a combined $42.6B — up 8.4% from $39.3B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new D positions and 88 closed out — a net gain of 80 holders — while 577 added to existing stakes and 433 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $597M. The largest seller was T. Rowe Price Associates, cutting an estimated $202M.

  • 1,409 institutional investors held Dominion Energy (D) as of Q3 2025, up from 1,350 in Q2 2025.
  • Funds reported $42.6B of Dominion Energy stock for Q3 2025, up 8.4% quarter-over-quarter.
  • 168 funds opened new Dominion Energy positions in Q3 2025 and 88 closed out, a net change of +80 holders.
  • The largest Dominion Energy buyer in Q3 2025 was Capital Research Global Investors, an estimated $597M added.
  • The largest Dominion Energy seller in Q3 2025 was T. Rowe Price Associates, an estimated $202M sold.

Based on aggregated 13F filings for Q3 2025.