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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
LWAM
751
Legacy Wealth Asset Management
Minnesota
$461K +$8.11K +148 +2%
SWK
752
Stephen W. Kidder
$461K
OF
753
Outfitter Financial
Maine
$460K -$1.1K -20 -0.2%
MCM
754
Manchester Capital Management
Vermont
$457K +$25.5K +466 +6%
PWM
755
Perigon Wealth Management
California
$457K +$105K +1,917 +31%
FTC
756
Farmers Trust Company
Ohio
$456K -$33.8K -617 -7%
EFMC
757
Empire Financial Management Company
New York
$455K
BWM
758
Birchcreek Wealth Management
Ohio
$455K
AIP
759
Ameritas Investment Partners
Nebraska
$455K -$7.45K -136 -2%
Bessemer Group
760
Bessemer Group
New Jersey
$453K -$75.4K -1,377 -15%
GCM
761
Graver Capital Management
Ohio
$452K
CIC
762
Chase Investment Counsel
Virginia
$452K +$439K +8,009 New
AC
763
Apella Capital
Connecticut
$449K -$23.3K -425 -5%
SAM
764
Shell Asset Management
Netherlands
$443K +$171K +3,127 +66%
IIA
765
ICW Investment Advisors
Arizona
$443K +$8.66K +158 +2%
SF
766
Summit Financial
New Jersey
$442K +$214K +3,898 +99%
FBT
767
First Bankers Trust
Kentucky
$441K
FMWA
768
Forvis Mazars Wealth Advisors
Missouri
$441K +$1.53K +28 +0.4%
QWP
769
Quotient Wealth Partners
Texas
$441K +$10.1K +184 +2%
1SB
770
1ST Source Bank
Indiana
$440K -$4K -73 -0.9%
CCA
771
Cobblestone Capital Advisors
New York
$440K +$42.6K +778 +11%
RW
772
RVW Wealth
California
$437K -$4.93K -90 -1%
CWM
773
Cornerstone Wealth Management
Missouri
$436K +$219 +4 +0.1%
TWPM
774
Total Wealth Planning & Management
Florida
$436K +$10.1K +184 +2%
HAM
775
Harmony Asset Management
Arizona
$436K +$274 +5 +0.1%

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.