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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 %
SS
801
Sunbelt Securities
Texas
$383K +$16.7K +310 +5%
RFA
802
Register Financial Advisors
Georgia
$382K +$136K +2,409 +55%
AGA
803
Arkos Global Advisors
Texas
$380K +$33.2K +587 +10%
FA
804
Fiduciary Alliance
South Carolina
$380K +$92.6K +1,639 +32%
UBV
805
United Bank (Virginia)
Virginia
$375K -$2.6K -46 -0.7%
CAM
806
Cobblestone Asset Management
Virginia
$374K +$11.6K +206 +3%
ADBIC
807
A.D. Beadell Investment Counsel
Wisconsin
$374K -$21.2K -375 -5%
HI
808
Hudock Inc
Pennsylvania
$374K +$283 +5 +0.1%
APG
809
Abacus Planning Group
South Carolina
$372K -$17K -301 -4%
EWA
810
EverSource Wealth Advisors
Alabama
$372K -$708K -12,534 -66%
HI
811
Harbour Investments
Wisconsin
$371K -$5.09K -90 -1%
CDWM
812
Campbell Deegan Wealth Management
Virginia
$370K +$6.39K +113 +2%
AFT
813
Alpha Family Trust
California
$370K – – –
CWM
814
Centurion Wealth Management
Virginia
$368K +$4.01K +71 +1%
HL
815
HeadInvest LLC
Maine
$366K -$94.4K -1,670 -20%
CAL
816
Capital Analysts LLC
Pennsylvania
$366K – – –
OFP
817
OLIO Financial Planning
Virginia
$365K +$34.1K +603 +10%
DJSG
818
D.J. St. Germain
Massachusetts
$364K +$75.3K +1,333 +26%
MMA
819
Miracle Mile Advisors
California
$364K +$67.8K +1,200 +23%
TCMP
820
Thrive Capital Management (Pennsylvania)
Pennsylvania
$363K +$396 +7 +0.1%
BB
821
Busey Bank
Illinois
$363K -$13.7K -243 -4%
SGAM
822
Smith Group Asset Management
Texas
$362K – – –
LC
823
LCNB Corp
Ohio
$358K +$16K +283 +5%
MA
824
Montag & Associates
Georgia
$357K – – –
MBTD
825
Mechanics Bank - Trust Department
California
$354K -$83.7K -1,480 -19%
31 32
33
34 35