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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 %
HCM
976
Hall Capital Management
Rhode Island
$231K -$40.1K -710 -15%
DCM
977
Dudley Capital Management
Virginia
$231K +$17K +300 +8%
OL
978
one8zero8 LLC
North Carolina
$230K -$146K -2,585 -39%
Luther King Capital Management (LKCM)
979
Luther King Capital Management (LKCM)
Texas
$230K – – –
IFS
980
Ifrah Financial Services
Arkansas
$230K -$1.98K -35 -0.9%
FOFP
981
Fee-Only Financial Planning
South Carolina
$229K – – –
AWAP
982
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$229K – – –
SWGC
983
Summit Wealth Group (Colorado)
Colorado
$229K +$229K +4,047 New
PWA
984
Physician Wealth Advisors
Utah
$228K +$2.43K +43 +1%
TPI
985
Trust Point Inc
Wisconsin
$227K -$19.8K -351 -8%
DBRC
986
D.B. Root & Company
Pennsylvania
$226K +$13.9K +246 +7%
ONST
987
Old North State Trust
North Carolina
$226K -$12.2K -216 -5%
AAP
988
Arax Advisory Partners
Colorado
$226K +$48.9K +865 +28%
AIM
989
Athena Investment Management
California
$225K +$225K +3,988 New
PWM
990
Pines Wealth Management
North Carolina
$225K +$225K +3,956 New
MYAM
991
Meiji Yasuda Asset Management
Japan
$225K -$535K -9,458 -70%
TF
992
Tompkins Financial
New York
$224K -$22.6K -400 -9%
BWMG
993
Barnes Wealth Management Group
California
$224K +$9.55K +169 +4%
MIM
994
Morningstar Investment Management
Illinois
$224K +$224K +3,963 New
TP
995
Tranquility Partners
Tennessee
$224K -$5.09K -90 -2%
AO
996
Advisor OS
Illinois
$223K +$223K +3,953 New
HBWM
997
Hollow Brook Wealth Management
New York
$223K – – –
SC
998
Searle & Co
Connecticut
$223K – – –
BONH
999
Bank of New Hampshire
New Hampshire
$222K -$31.1K -550 -12%
ST
1000
Somerset Trust
Pennsylvania
$221K +$6.95K +123 +3%
38 39
40
41 42