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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 %
EWM
826
Evermay Wealth Management
Virginia
$353K -$66.7K -1,180 -16%
PCS
827
Private Client Services
Kentucky
$352K +$10.6K +188 +3%
CCM
828
Chiron Capital Management
Florida
$350K -$33.9K -600 -9%
SWA
829
Sax Wealth Advisors
New Jersey
$348K +$117K +2,074 +51%
EW
830
Evoke Wealth
California
$347K +$103K +1,829 +42%
WAM
831
Walker Asset Management
Missouri
$343K -$57 -1 -0%
CGL
832
Clarius Group LLC
Washington
$343K -$15.6K -276 -4%
CG
833
Curat Global
New Hampshire
$343K – – –
CCG
834
Cypress Capital Group
Florida
$340K -$20.3K -360 -6%
EP
835
Edgestream Partners
New Jersey
$340K +$340K +6,013 New
UAG
836
United Advisor Group
Ohio
$340K +$20.1K +355 +6%
HFAS
837
Hummer Financial Advisory Services
Illinois
$339K – – –
BMWM
838
Brown Miller Wealth Management
Virginia
$339K +$791 +14 +0.2%
AMBIA
839
Allen Mooney & Barnes Investment Advisors
Georgia
$338K – – –
FSA
840
Financial Sense Advisors
California
$337K +$509 +9 +0.2%
TCA
841
Transcend Capital Advisors
New Jersey
$334K +$334K +5,912 New
OL
842
Optas LLC
Texas
$334K +$334K +5,908 New
SS
843
SBI Securities
Japan
$332K +$16.7K +295 +5%
CI
844
CX Institutional
Indiana
$332K -$3.67K -65 -1%
ACP
845
Aviance Capital Partners
Florida
$332K +$13.1K +231 +4%
DAS
846
Dynamic Advisor Solutions
Arizona
$331K -$9.38K -166 -3%
JIC
847
Johnson Investment Counsel
Ohio
$330K -$67.2K -1,189 -17%
NB
848
Northwest Bancshares
Pennsylvania
$329K – – –
CSC
849
Caldwell Sutter Capital
California
$329K -$6.39K -113 -2%
ECM
850
Evergreen Capital Management
Washington
$329K +$4.58K +81 +1%
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