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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
17.77%
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 %
CIC
751
Chase Investment Counsel
Virginia
$452K +$452K +8,009 New
AC
752
Apella Capital
Connecticut
$449K -$24K -425 -5%
SAM
753
Shell Asset Management
Netherlands
$443K +$177K +3,127 +66%
IIA
754
ICW Investment Advisors
Arizona
$443K +$8.93K +158 +2%
SF
755
Summit Financial
New Jersey
$442K +$220K +3,898 +99%
FBT
756
First Bankers Trust
Kentucky
$441K – – –
FMWA
757
Forvis Mazars Wealth Advisors
Missouri
$441K +$1.58K +28 +0.4%
QWP
758
Quotient Wealth Partners
Texas
$441K +$10.4K +184 +2%
1SB
759
1ST Source Bank
Indiana
$440K -$4.13K -73 -0.9%
CCA
760
Cobblestone Capital Advisors
New York
$440K +$44K +778 +11%
RW
761
RVW Wealth
California
$437K -$5.09K -90 -1%
CWM
762
Cornerstone Wealth Management
Missouri
$436K +$226 +4 +0.1%
TWPM
763
Total Wealth Planning & Management
Florida
$436K +$10.4K +184 +2%
HAM
764
Harmony Asset Management
Arizona
$436K +$283 +5 +0.1%
BHA
765
Beech Hill Advisors
New York
$435K – – –
OIA
766
Optimum Investment Advisors
Illinois
$434K +$225K +3,975 +107%
GWANC
767
Guardian Wealth Advisors (North Carolina)
North Carolina
$434K +$7.57K +134 +2%
SEIA
768
Signature Estate & Investment Advisors
California
$433K +$21.9K +387 +5%
TSWM
769
Triangle Securities Wealth Management
North Carolina
$431K -$167K -2,954 -28%
Koshinski Asset Management
770
Koshinski Asset Management
Illinois
$430K +$12.3K +217 +3%
WG
771
Welch Group
Alabama
$429K +$13.3K +236 +3%
LW
772
Linscomb Wealth
Texas
$429K -$185K -3,274 -30%
FG
773
Fiduciary Group
Georgia
$429K -$6.84K -121 -2%
WQ
774
Wealth Quarterback
New Jersey
$429K +$91.9K +1,626 +27%
JIP
775
Jaffetilchin Investment Partners
Florida
$429K -$37.2K -658 -8%
29 30
31
32 33