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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 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,326
Holders Change
-62
Holders Change %
-4.47%
% 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
139
Calls
$340M
Puts
$202M
Net Calls
+$138M
Net Calls Change
-$30.8M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.23B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$832M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$661M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
+$193M
5
BlackRock
BlackRock
New York
+$188M

Top Sellers

1
CIA
ClearBridge Investments (Australia)
Australia
-$139M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$138M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$124M
4
ZP
Zimmer Partners
New York
-$96.9M
5
National Pension Service
National Pension Service
South Korea
-$78.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
651
SummitTX Capital
Texas
$614K +$614K +10,866 New
CCT
652
Chemung Canal Trust
New York
$611K -$1.87K -33 -0.3%
CWA
653
Centennial Wealth Advisory
Michigan
$610K +$34.5K +610 +6%
PAI
654
Pittenger & Anderson Inc
Nebraska
$608K – – –
IAS
655
Insigneo Advisory Services
Florida
$605K +$106K +1,867 +21%
FCP
656
Fidelis Capital Partners
Florida
$603K +$14K +230 +2%
MA
657
MONECO Advisors
Connecticut
$601K -$1.5M -26,607 -71%
AS
658
Altshuler Shaham
Israel
$599K +$129K +2,290 +28%
KFI
659
Key Financial Inc
Pennsylvania
$599K – – –
SFS
660
Sharp Financial Services
Pennsylvania
$598K -$32.5K -575 -5%
MFS
661
Miller Financial Services
Michigan
$587K -$132K -2,331 -18%
JIC
662
Joel Isaacson & Co
New York
$586K +$3.84K +68 +0.7%
FNT
663
First National Trust
Pennsylvania
$585K -$93.2K -1,649 -14%
LFA
664
Legacy Financial Advisors
Kentucky
$585K +$30.1K +533 +5%
NAM
665
NTV Asset Management
West Virginia
$585K -$12.4K -219 -2%
LNWWM
666
Laird Norton Wetherby Wealth Management
California
$584K +$584K +10,327 New
WTC
667
WhitTier Trust Company
Nevada
$575K -$6.67K -118 -1%
PWA
668
Phoenix Wealth Advisors
North Carolina
$573K +$170 +3 +0%
AA
669
Ancora Advisors
Ohio
$573K -$14.1K -250 -2%
CA
670
Commerzbank Aktiengesellschaft
Germany
$573K – – –
HAG
671
HighPoint Advisor Group
Illinois
$573K -$3.05K -54 -0.5%
TA
672
TFG Advisers
Michigan
$568K +$29K +513 +5%
OAM
673
Ostrum Asset Management
France
$568K +$285K +5,046 +101%
HKIM
674
Hayek Kallen Investment Management
Alabama
$567K +$39.5K +699 +7%
BHCM
675
Brevan Howard Capital Management
Jersey
$565K +$565K +10,004 New
25 26
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