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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 %
SWA
876
SFMG Wealth Advisors
Texas
$302K -$735 -13 -0.2%
BFC
877
Blue Fin Capital
Rhode Island
$299K +$299K +5,292 New
BFG
878
Berger Financial Group
Minnesota
$298K +$1.36K +24 +0.5%
FCAS
879
First Command Advisory Services
Texas
$293K – – –
MG
880
Mather Group
Illinois
$293K +$9.55K +169 +3%
SFS
881
Sowell Financial Services
Arkansas
$290K -$26.3K -465 -8%
CIA
882
Compass Ion Advisors
Pennsylvania
$289K -$509 -9 -0.2%
CAM
883
Campion Asset Management
Virginia
$288K -$11.3K -200 -4%
ICP
884
Interchange Capital Partners
Pennsylvania
$288K +$11.5K +203 +4%
SMA
885
Sage Mountain Advisors
Georgia
$288K +$288K +5,100 New
HAG
886
HF Advisory Group
Maryland
$288K -$7.58K -134 -3%
PJSIMP
887
P.J. Schmidt Investment Management (PJS)
Wisconsin
$287K +$15.3K +270 +6%
SAM
888
Strive Asset Management
Ohio
$287K -$311K -5,508 -52%
SSWM
889
Sheets Smith Wealth Management
North Carolina
$287K -$40K -708 -12%
FFM
890
Forum Financial Management
Illinois
$287K +$63.2K +1,118 +28%
CPIG
891
Chicago Partners Investment Group
Illinois
$286K +$50K +858 +21%
AAS
892
Ameritas Advisory Services
Nebraska
$286K -$151K -2,665 -35%
HWAM
893
Hennion & Walsh Asset Management
New Jersey
$284K +$284K +5,031 New
LWA
894
Lantern Wealth Advisors
New York
$283K +$283K +5,005 New
LFA
895
Longview Financial Advisors
Alabama
$282K -$565 -10 -0.2%
SCP
896
Sivia Capital Partners
California
$282K -$21K -372 -7%
VCM
897
Versant Capital Management
Arizona
$282K +$7.35K +130 +3%
ESB
898
Essex Savings Bank
Connecticut
$282K -$28K -496 -9%
CNBTD
899
Citizens National Bank Trust Department
Mississippi
$281K – – –
CCA
900
Checchi Capital Advisers
California
$280K -$38.5K -681 -12%
34 35
36
37 38