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Dominion Energy

1,350 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, 555 increasing their positions, 458 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $340M | Put options by funds: $202M

21% more repeat investments, than reductions

Existing positions increased: 555 | Existing positions reduced: 458

6% more capital invested

Capital invested by funds: $37B → $39.3B (+$2.38B)

4.23% more ownership

Funds ownership: 77.38%81.61% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

4% less funds holding

Funds holding: 1,4041,350 (-54)

27% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 145

Holders
1,350
Holders Change
-54
Holders Change %
-3.85%
% 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
555
Reduced
458
Closed
145
Calls
$340M
Puts
$202M
Net Calls
+$138M
Net Calls Change
-$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
901
HF Advisory Group
Maryland
$288K -$7.34K -134 -3%
PJSIMP
902
P.J. Schmidt Investment Management (PJS)
Wisconsin
$287K +$14.8K +270 +6%
SAM
903
Strive Asset Management
Ohio
$287K -$302K -5,508 -52%
SSWM
904
Sheets Smith Wealth Management
North Carolina
$287K -$38.8K -708 -12%
FFM
905
Forum Financial Management
Illinois
$287K +$61.3K +1,118 +28%
CPIG
906
Chicago Partners Investment Group
Illinois
$286K +$47K +858 +21%
AAS
907
Ameritas Advisory Services
Nebraska
$286K -$146K -2,665 -35%
HWAM
908
Hennion & Walsh Asset Management
New Jersey
$284K +$276K +5,031 New
LWA
909
Lantern Wealth Advisors
New York
$283K +$274K +5,005 New
LFA
910
Longview Financial Advisors
Alabama
$282K -$548 -10 -0.2%
SCP
911
Sivia Capital Partners
California
$282K -$20.4K -372 -7%
VCM
912
Versant Capital Management
Arizona
$282K +$7.12K +130 +3%
ESB
913
Essex Savings Bank
Connecticut
$282K -$27.2K -496 -9%
CNBTD
914
Citizens National Bank Trust Department
Mississippi
$281K
CCA
915
Checchi Capital Advisers
California
$280K -$37.3K -681 -12%
NAS
916
Nicolet Advisory Services
Wisconsin
$279K +$38.1K +696 +18%
TFG
917
Tull Financial Group
Virginia
$277K +$269K +4,907 New
PTC
918
Private Trust Company
Ohio
$276K -$16K -292 -6%
WT
919
Whittier Trust
California
$274K
DAC
920
Dividend Assets Capital
South Carolina
$274K
AWA
921
Aaron Wealth Advisors
Illinois
$273K -$35.5K -647 -12%
ZIC
922
ZWJ Investment Counsel
Georgia
$271K -$83K -1,514 -24%
WAM
923
Wolverine Asset Management
Illinois
$271K
ACI
924
Alpha Cubed Investments
California
$271K -$21.3K -389 -7%
WI
925
Westbourne Investments
Virginia
$271K -$140K -2,550 -35%

D Hedge Fund Activity: Q2 2025 in Review

1,350 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2025, worth a combined $39.3B — up 6.4% from $37B a quarter earlier.

Sellers outnumbered buyers: 145 funds closed out of D and 106 opened new positions — a net loss of 39 holders — while 458 trimmed existing stakes and 555 added.

The largest buyer was Capital Research Global Investors, adding an estimated $1.19B. The largest seller was ClearBridge Investments (Australia), exiting entirely with an estimated $139M sold.

  • 1,350 institutional investors held Dominion Energy (D) as of Q2 2025, down from 1,404 in Q1 2025.
  • Funds reported $39.3B of Dominion Energy stock for Q2 2025, up 6.4% quarter-over-quarter.
  • 106 funds opened new Dominion Energy positions in Q2 2025 and 145 closed out, a net change of -39 holders.
  • The largest Dominion Energy buyer in Q2 2025 was Capital Research Global Investors, an estimated $1.19B added.
  • The largest Dominion Energy seller in Q2 2025 was ClearBridge Investments (Australia), an estimated $139M sold.

Based on aggregated 13F filings for Q2 2025.