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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
BHA
776
Beech Hill Advisors
New York
$435K
OIA
777
Optimum Investment Advisors
Illinois
$434K +$218K +3,975 +107%
GWANC
778
Guardian Wealth Advisors (North Carolina)
North Carolina
$434K +$7.34K +134 +2%
SEIA
779
Signature Estate & Investment Advisors
California
$433K +$21.2K +387 +5%
TSWM
780
Triangle Securities Wealth Management
North Carolina
$431K -$162K -2,954 -28%
Koshinski Asset Management
781
Koshinski Asset Management
Illinois
$430K +$11.9K +217 +3%
WG
782
Welch Group
Alabama
$429K +$12.9K +236 +3%
LW
783
Linscomb Wealth
Texas
$429K -$179K -3,274 -30%
FG
784
Fiduciary Group
Georgia
$429K -$6.63K -121 -2%
WQ
785
Wealth Quarterback
New Jersey
$429K +$89.1K +1,626 +27%
JIP
786
Jaffetilchin Investment Partners
Florida
$429K -$36.1K -658 -8%
KA
787
Kovack Advisors
Florida
$424K -$125K -2,286 -23%
SWMG
788
Sard Wealth Management Group
Georgia
$423K
HFS
789
Hantz Financial Services
Michigan
$421K +$23.7K +433 +6%
IAMOG
790
Investors Asset Management of Georgia
Georgia
$420K +$407K +7,432 New
CAM
791
Cidel Asset Management
Ontario, Canada
$419K
MGIA
792
Moneta Group Investment Advisors
Missouri
$419K -$21.5K -392 -5%
FLFS
793
Family Legacy Financial Solutions
North Carolina
$419K +$406K +7,404 New
Walleye Capital
794
Walleye Capital
New York
$416K -$327K -5,965 -45%
JCFM
795
JBR Co Financial Management
Oklahoma
$414K -$18.8K -343 -4%
IRC
796
Investors Research Corp
Georgia
$412K
MFG
797
MidWestOne Financial Group
Iowa
$408K
PFA
798
Pure Financial Advisors
California
$402K +$144K +2,630 +59%
4WM
799
49 Wealth Management
Texas
$399K +$65.9K +1,203 +21%
PWP
800
Private Wealth Partners
California
$398K

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.