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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 %
SWA
676
Stratos Wealth Advisors
Ohio
$565K -$48.2K -853 -8%
OHWA
677
Oak Hill Wealth Advisors
Virginia
$564K +$51.1K +907 +10%
KWA
678
Kingswood Wealth Advisors
California
$561K +$1.07K +19 +0.2%
WANY
679
Wealthspire Advisors (New York)
New York
$557K -$179K -3,170 -24%
IF
680
IRON Financial
Illinois
$555K -$1.41K -25 -0.3%
CP
681
Camelot Portfolios
Ohio
$554K -$848 -15 -0.2%
Envestnet Portfolio Solutions
682
Envestnet Portfolio Solutions
Illinois
$552K -$63.5K -1,123 -10%
Two Sigma Investments
683
Two Sigma Investments
New York
$549K -$2.28M -40,345 -81%
V
684
VeraBank
Texas
$548K +$58.2K +1,030 +12%
MWM
685
Modera Wealth Management
New Jersey
$548K +$14.5K +256 +3%
OHWP
686
Oak Harbor Wealth Partners
North Carolina
$544K – – –
LIM
687
Leavell Investment Management
Alabama
$542K -$11.5K -204 -2%
CAS
688
Coppell Advisory Solutions
Texas
$541K +$217K +3,882 +67%
EB
689
Eastern Bank
Massachusetts
$537K – – –
PWMAG
690
Pinnacle Wealth Management Advisory Group
New Jersey
$535K -$28.2K -499 -5%
TRCT
691
Tower Research Capital (TRC)
New York
$530K -$3.45M -61,103 -87%
PA
692
Parallel Advisors
California
$528K -$38.7K -685 -7%
Two Sigma Advisers
693
Two Sigma Advisers
New York
$526K -$11M -194,000 -95%
USCWA
694
U.S. Capital Wealth Advisors
Texas
$524K +$20.4K +361 +4%
WS
695
Wedbush Securities
California
$522K -$201K -3,550 -28%
CFG
696
Chapman Financial Group
Hawaii
$521K +$521K +9,210 New
HFS
697
Hughes Financial Services
Virginia
$520K +$16.7K +274 +3%
HT
698
Heritage Trust
Oklahoma
$520K -$56.7K -1,003 -10%
WIA
699
World Investment Advisors
California
$517K -$443K -7,830 -46%
AFG
700
Atomi Financial Group
New York
$516K +$5.03K +89 +1%
26 27
28
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