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Dominion Energy

1,336 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, 549 increasing their positions, 452 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

4% less funds holding

Funds holding: 1,3901,336 (-54)

24% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 140

Holders
1,336
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$340M
Puts
$202M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
751
Perigon Wealth Management
California
$457K
FTC
752
Farmers Trust Company
Ohio
$456K
EFMC
753
Empire Financial Management Company
New York
$455K
BWM
754
Birchcreek Wealth Management
Ohio
$455K
AIP
755
Ameritas Investment Partners
Nebraska
$455K
Bessemer Group
756
Bessemer Group
New Jersey
$453K
GCM
757
Graver Capital Management
Ohio
$452K
CIC
758
Chase Investment Counsel
Virginia
$452K
AC
759
Apella Capital
Connecticut
$449K
SAM
760
Shell Asset Management
Netherlands
$443K
IIA
761
ICW Investment Advisors
Arizona
$443K
SF
762
Summit Financial
New Jersey
$442K
FBT
763
First Bankers Trust
Kentucky
$441K
FMWA
764
Forvis Mazars Wealth Advisors
Missouri
$441K
QWP
765
Quotient Wealth Partners
Texas
$441K
1SB
766
1ST Source Bank
Indiana
$440K
CCA
767
Cobblestone Capital Advisors
New York
$440K
RW
768
RVW Wealth
California
$437K
CWM
769
Cornerstone Wealth Management
Missouri
$436K
TWPM
770
Total Wealth Planning & Management
Florida
$436K
HAM
771
Harmony Asset Management
Arizona
$436K
BHA
772
Beech Hill Advisors
New York
$435K
OIA
773
Optimum Investment Advisors
Illinois
$434K
GWANC
774
Guardian Wealth Advisors (North Carolina)
North Carolina
$434K
SEIA
775
Signature Estate & Investment Advisors
California
$433K