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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
AGA
676
Arkos Global Advisors
Texas
$656K +$238K +4,005 +60%
CAAS
677
Capital Asset Advisory Services
Michigan
$652K -$654 -11 -0.1%
HSA
678
HBK Sorce Advisory
Pennsylvania
$652K +$111K +1,875 +22%
SHA
679
Seneca House Advisors
Virginia
$649K -$91.5K -1,540 -13%
IAS
680
Insigneo Advisory Services
Florida
$646K -$8.86K -149 -1%
KFI
681
Key Financial Inc
Pennsylvania
$644K -$773 -13 -0.1%
PT
682
Plimoth Trust
Massachusetts
$643K -$25K -420 -4%
GWMR
683
GC Wealth Management RIA
Massachusetts
$641K +$623K +10,472 New
VI
684
Versor Investments
New York
$641K +$623K +10,472 New
CI
685
CX Institutional
Indiana
$640K +$273K +4,586 +78%
JIC
686
Joel Isaacson & Co
New York
$638K +$3.69K +62 +0.6%
BIG
687
Brooklyn Investment Group
New York
$638K -$1.84K -31 -0.3%
LFA
688
Legacy Financial Advisors
Kentucky
$636K +$2.02K +34 +0.3%
SAM
689
Smartleaf Asset Management
Massachusetts
$631K +$269K +4,526 +78%
Vontobel Holding
690
Vontobel Holding
Switzerland
$624K +$606K +10,193 New
EP
691
Essential Partners
California
$622K +$3.15K +53 +0.5%
CA
692
Commerzbank Aktiengesellschaft
Germany
$620K
PWA
693
Phoenix Wealth Advisors
North Carolina
$614K -$6.6K -111 -1%
KWA
694
Kingswood Wealth Advisors
California
$613K +$5.53K +93 +0.9%
CFP
695
Catalyst Financial Partners
Massachusetts
$610K +$61.7K +1,038 +12%
WTC
696
WhitTier Trust Company
Nevada
$605K -$20.2K -339 -3%
IA
697
IFP Advisors
Florida
$603K -$407K -6,849 -41%
HKIM
698
Hayek Kallen Investment Management
Alabama
$601K -$11.9K -200 -2%
IFWM
699
Institute for Wealth Management
Colorado
$598K +$40.2K +676 +7%
V
700
VeraBank
Texas
$593K

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.