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Dominion Energy

1,350 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, 555 increasing their positions, 458 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $340M | Put options by funds: $202M

21% more repeat investments, than reductions

Existing positions increased: 555 | Existing positions reduced: 458

6% more capital invested

Capital invested by funds: $37B → $39.3B (+$2.38B)

4.23% more ownership

Funds ownership: 77.38%81.61% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

4% less funds holding

Funds holding: 1,4041,350 (-54)

27% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 145

Holders
1,350
Holders Change
-54
Holders Change %
-3.85%
% of All Funds
17.77%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
106
Increased
555
Reduced
458
Closed
145
Calls
$340M
Puts
$202M
Net Calls
+$138M
Net Calls Change
-$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
726
Nations Financial Group
Iowa
$495K +$6.08K +111 +1%
RP
727
Rowlandmiller & Partners
Georgia
$494K -$3.83K -70 -0.8%
PFPT
728
Pinnacle Financial Partners (Tennessee)
Tennessee
$493K -$13.4K -245 -3%
MWA
729
Monograph Wealth Advisors
California
$492K +$477K +8,702 New
HSA
730
HBK Sorce Advisory
Pennsylvania
$491K -$25.4K -463 -5%
AA
731
Armis Advisers
Georgia
$490K +$468K +8,546 New
HFRG
732
Houlihan Financial Resource Group
Virginia
$490K +$438 +8 +0.1%
BRG
733
Bay Rivers Group
Virginia
$488K -$1.06M -19,326 -69%
HCP
734
Hardin Capital Partners
South Carolina
$488K -$16K -292 -3%
DPW
735
DiNuzzo Private Wealth
Pennsylvania
$486K +$5.26K +96 +1%
PCM
736
Pointe Capital Management
Michigan
$486K -$5.48K -100 -1%
SWM
737
SeaCrest Wealth Management
New York
$484K +$26.8K +490 +6%
CFG
738
Citizens Financial Group
Rhode Island
$484K +$116K +2,113 +33%
WPC
739
Wedmont Private Capital
Pennsylvania
$482K +$146K +2,660 +46%
SHFA
740
SS&H Financial Advisors
Michigan
$480K -$5.48K -100 -1%
CRI
741
Commonwealth Retirement Investments
Virginia
$479K +$548 +10 +0.1%
RWPA
742
Richard W. Paul & Associates
Michigan
$479K +$2.63K +48 +0.6%
FBT
743
First Bank & Trust
South Dakota
$478K -$340K -6,211 -42%
BC
744
Burney Company
Virginia
$478K -$10.7K -196 -2%
BRWA
745
B. Riley Wealth Advisors
Florida
$476K +$461K +8,415 New
UAS
746
United Asset Strategies
New York
$474K -$35.3K -644 -7%
CAG
747
Crestwood Advisors Group
Massachusetts
$469K +$23.1K +422 +5%
CI
748
Cigna Investments
Connecticut
$468K -$5.1K -93 -1%
MOS
749
MGO One Seven
Ohio
$468K +$6.58K +120 +1%
KTC
750
Kentucky Trust Company
Kentucky
$467K -$11K -200 -2%

D Hedge Fund Activity: Q2 2025 in Review

1,350 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2025, worth a combined $39.3B — up 6.4% from $37B a quarter earlier.

Sellers outnumbered buyers: 145 funds closed out of D and 106 opened new positions — a net loss of 39 holders — while 458 trimmed existing stakes and 555 added.

The largest buyer was Capital Research Global Investors, adding an estimated $1.19B. The largest seller was ClearBridge Investments (Australia), exiting entirely with an estimated $139M sold.

  • 1,350 institutional investors held Dominion Energy (D) as of Q2 2025, down from 1,404 in Q1 2025.
  • Funds reported $39.3B of Dominion Energy stock for Q2 2025, up 6.4% quarter-over-quarter.
  • 106 funds opened new Dominion Energy positions in Q2 2025 and 145 closed out, a net change of -39 holders.
  • The largest Dominion Energy buyer in Q2 2025 was Capital Research Global Investors, an estimated $1.19B added.
  • The largest Dominion Energy seller in Q2 2025 was ClearBridge Investments (Australia), an estimated $139M sold.

Based on aggregated 13F filings for Q2 2025.