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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 %
RBWA
851
RFG - Bristol Wealth Advisors
Massachusetts
$329K -$274K -4,844 -45%
SIC
852
Salem Investment Counselors
North Carolina
$329K -$8.48K -150 -3%
AL
853
Aspiriant LLC
California
$327K -$961 -17 -0.3%
CM
854
Capital Management
Virginia
$327K -$25.3K -447 -7%
FIM
855
Fruth Investment Management
Texas
$327K -$12.7K -226 -4%
ST
856
Smithfield Trust
Pennsylvania
$327K – – –
SAM
857
Smartleaf Asset Management
Massachusetts
$326K -$35.8K -640 -10%
FNBTCON
858
First National Bank & Trust Co of Newtown
Pennsylvania
$326K – – –
GL
859
Graypoint LLC
New York
$325K -$28.1K -498 -8%
DO
860
denkapparat Operations
Germany
$322K -$116K -2,056 -27%
TWP
861
Triad Wealth Partners
Kansas
$321K +$37.1K +656 +13%
ATC
862
Adirondack Trust Company
New York
$321K – – –
LGG
863
Luts & Greenleigh Group
Maryland
$320K -$7.35K -130 -2%
MLL
864
Moody Lynn & Lieberson
Massachusetts
$320K +$3.22K +57 +1%
FFA
865
Fragasso Financial Advisors
Pennsylvania
$319K -$13.9K -246 -4%
TDC
866
Thompson Davis & Co
Virginia
$318K -$13.2K -234 -4%
SP
867
Sequent Planning
Nebraska
$316K +$316K +5,597 New
NAG
868
Northstar Advisory Group
New Jersey
$314K -$10.2K -180 -3%
FAM
869
Formidable Asset Management
Ohio
$313K – – –
IA
870
IFG Advisory
Georgia
$312K +$961 +17 +0.3%
NL
871
NDWM LLC
California
$311K +$311K +5,500 New
HCM
872
Howard Capital Management
Georgia
$310K +$30.1K +533 +11%
IA
873
IFC Advisors
California
$308K -$8.14K -144 -3%
HFM
874
Hartford Financial Management
Connecticut
$307K -$1.47M -26,000 -83%
JSW
875
Journey Strategic Wealth
New Jersey
$304K +$92.9K +1,644 +44%
33 34
35
36 37