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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
SWAG
951
Spectrum Wealth Advisory Group
California
$257K -$15.3K -279 -6%
RCAG
952
Rehmann Capital Advisory Group
Michigan
$257K -$64.5K -1,178 -21%
WA
953
Wealth Alliance
New York
$257K +$41.6K +760 +20%
CNB
954
Camden National Bank
Maine
$256K -$44.2K -807 -15%
PP
955
PDS Planning
Ohio
$256K -$12.8K -233 -5%
MA
956
MKT Advisors
California
$255K +$219 +4 +0.1%
SHFP
957
Second Half Financial Partners
Florida
$253K -$1.31K -24 -0.5%
AA
958
Alta Advisers
United Kingdom
$252K
AP
959
Aspect Partners
Virginia
$252K +$877 +16 +0.4%
CTA
960
Colonial Trust Advisors
South Carolina
$252K -$33.8K -617 -12%
SC
961
Syon Capital
California
$251K +$34.7K +634 +17%
MPM
962
MBB Public Markets
Illinois
$250K -$56.7K -1,034 -19%
CWM
963
Chesapeake Wealth Management
Virginia
$249K -$29K -529 -11%
FUBT
964
First United Bank & Trust
Maryland
$248K -$33.1K -604 -12%
PNC
965
Park National Corp
Ohio
$247K
VCA
966
Verdence Capital Advisors
Maryland
$247K -$17.7K -323 -7%
CWA
967
CJM Wealth Advisers
Virginia
$246K +$1.48K +27 +0.6%
NJIM
968
Nabity-Jensen Investment Management
Nebraska
$245K -$54.5K -995 -19%
JFL
969
Jarislowsky, Fraser Ltd
Quebec, Canada
$245K
FZCM
970
Flynn Zito Capital Management
New York
$245K -$33.9K -618 -12%
DT
971
Diversified Trust
Tennessee
$244K -$60.9K -1,111 -20%
GVAG
972
Great Valley Advisor Group
Delaware
$243K -$18.4K -335 -7%
CW
973
CreativeOne Wealth
Kansas
$243K +$21.3K +388 +10%
NPFS
974
Novak & Powell Financial Services
Florida
$242K +$1.86K +34 +0.8%
RIP
975
Reliant Investment Partners
North Carolina
$242K

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.