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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 %
CWA
951
CJM Wealth Advisers
Virginia
$246K +$1.53K +27 +0.6%
NJIM
952
Nabity-Jensen Investment Management
Nebraska
$245K -$56.2K -995 -19%
JFL
953
Jarislowsky, Fraser Ltd
Quebec, Canada
$245K – – –
FZCM
954
Flynn Zito Capital Management
New York
$245K -$34.9K -618 -12%
DT
955
Diversified Trust
Tennessee
$244K -$62.8K -1,111 -20%
GVAG
956
Great Valley Advisor Group
Delaware
$243K -$18.9K -335 -7%
CW
957
CreativeOne Wealth
Kansas
$243K +$21.9K +388 +10%
NPFS
958
Novak & Powell Financial Services
Florida
$242K +$1.92K +34 +0.8%
RIP
959
Reliant Investment Partners
North Carolina
$242K – – –
OPA
960
Old Port Advisors
Maine
$241K -$72.5K -1,283 -23%
CWM
961
Cahaba Wealth Management
Georgia
$241K -$452 -8 -0.2%
PWAM
962
Pinnacle West Asset Management
Wyoming
$241K -$1.41K -25 -0.6%
CA
963
Continuum Advisory
Idaho
$241K +$22.3K +395 +10%
VEA
964
Virtus ETF Advisers
New York
$240K +$240K +4,250 New
HWMO
965
Heritage Wealth Management (Ohio)
Ohio
$239K – – –
BS
966
Banco Santander
Spain
$239K – – –
MCA
967
MSH Capital Advisors
Arizona
$239K +$283 +5 +0.1%
HBS
968
Howard Bailey Securities
Indiana
$237K – – –
NAMNJ
969
NorthStar Asset Management (New Jersey)
New Jersey
$236K -$1.98K -35 -0.8%
RWM
970
Ritholtz Wealth Management
New York
$236K +$236K +4,182 New
PFM
971
Patton Fund Management
Texas
$235K +$235K +4,160 New
NFG
972
Nadler Financial Group
Illinois
$234K – – –
BCM
973
Boltwood Capital Management
California
$233K -$3.96K -70 -2%
SFG
974
SevenBridge Financial Group
Pennsylvania
$232K +$232K +3,788 New
SIC
975
Sterling Investment Counsel
New York
$232K -$14.1K -250 -6%
37 38
39
40 41