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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 %
IFWM
701
Institute for Wealth Management
Colorado
$514K +$281K +4,970 +120%
SMC
702
Smith, Moore & Co
Missouri
$514K -$11.5K -203 -2%
SB
703
Strategic Blueprint
Georgia
$512K +$60.3K +1,066 +13%
AAG
704
Armstrong Advisory Group
Massachusetts
$509K -$74.3K -1,315 -13%
LKIM
705
Lawson Kroeker Investment Management
Nebraska
$509K – – –
1IA
706
1620 Investment Advisors
Massachusetts
$509K +$13.8K +244 +3%
ACM
707
AlphaStar Capital Management
North Carolina
$507K -$184K -3,264 -27%
Members Trust
708
Members Trust
Florida
$506K -$237K -4,191 -32%
MWM
709
Maridea Wealth Management
New York
$505K +$10.3K +183 +2%
CFP
710
Catalyst Financial Partners
Massachusetts
$505K +$73.1K +1,294 +17%
MA
711
Mutual Advisors
Nebraska
$503K +$18.5K +315 +4%
VCM
712
Voleon Capital Management
California
$501K +$107K +1,896 +27%
LI
713
LifeWealth Investments
Florida
$500K +$52.7K +933 +12%
PPWP
714
Premier Path Wealth Partners
New Jersey
$496K -$283 -5 -0.1%
CIC
715
Carnegie Investment Counsel
Ohio
$496K -$368K -6,511 -43%
NFG
716
Nations Financial Group
Iowa
$495K +$6.27K +111 +1%
RP
717
Rowlandmiller & Partners
Georgia
$494K -$3.96K -70 -0.8%
MWA
718
Monograph Wealth Advisors
California
$492K +$492K +8,702 New
HSA
719
HBK Sorce Advisory
Pennsylvania
$491K -$26.2K -463 -5%
AA
720
Armis Advisers
Georgia
$490K +$490K +8,546 New
HFRG
721
Houlihan Financial Resource Group
Virginia
$490K +$454 +8 +0.1%
BRG
722
Bay Rivers Group
Virginia
$488K -$1.09M -19,326 -69%
HCP
723
Hardin Capital Partners
South Carolina
$488K -$16.8K -292 -3%
DPW
724
DiNuzzo Private Wealth
Pennsylvania
$486K +$5.43K +96 +1%
PCM
725
Pointe Capital Management
Michigan
$486K -$5.65K -100 -1%
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