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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 %
NAS
901
Nicolet Advisory Services
Wisconsin
$279K +$42K +696 +18%
TFG
902
Tull Financial Group
Virginia
$277K +$277K +4,907 New
PTC
903
Private Trust Company
Ohio
$276K -$16.5K -292 -6%
WT
904
Whittier Trust
California
$274K – – –
DAC
905
Dividend Assets Capital
South Carolina
$274K – – –
AWA
906
Aaron Wealth Advisors
Illinois
$273K -$36.6K -647 -12%
ZIC
907
ZWJ Investment Counsel
Georgia
$271K -$85.6K -1,514 -24%
WAM
908
Wolverine Asset Management
Illinois
$271K – – –
ACI
909
Alpha Cubed Investments
California
$271K -$22K -389 -7%
WI
910
Westbourne Investments
Virginia
$271K -$144K -2,550 -35%
FWIA
911
Fort Washington Investment Advisors
Ohio
$269K -$31.1K -550 -10%
HA
912
Herold Advisors
New York
$269K – – –
AF
913
Advisornet Financial
Minnesota
$269K +$1.41K +25 +0.5%
LFG
914
Larson Financial Group
Missouri
$268K +$179K +3,161 +199%
KC
915
Kinloch Capital
Virginia
$268K +$170 +3 +0.1%
PA
916
Prossimo Advisors
California
$268K +$45.5K +803 +20%
IPAM
917
Investment Partners Asset Management
New Jersey
$267K – – –
GS
918
GWN Securities
Florida
$267K -$90.4K -1,591 -25%
MPWT
919
MassMutual Private Wealth & Trust
Connecticut
$266K -$30.1K -532 -10%
IC
920
Iconiq Capital
California
$266K -$42.7K -755 -14%
SCM
921
Shelton Capital Management
Colorado
$266K – – –
SW
922
SVB Wealth
Massachusetts
$264K -$80.1K -1,417 -23%
BCA
923
Bay Colony Advisors
Massachusetts
$263K -$118K -2,093 -31%
VCM
924
Violich Capital Management
California
$263K -$11.3K -200 -4%
IF
925
Intrua Financial
Texas
$262K -$678 -12 -0.3%
35 36
37
38 39