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Dominion Energy
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Overview Fund Activity

1,388 hedge funds and large institutions have $36.4B invested in Dominion Energy in 2025 Q1 according to their latest regulatory filings, with 155 funds opening new positions, 552 increasing their positions, 456 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,388
Holders Change
+27
Holders Change %
+1.98%
% of All Funds
18.85%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
155
Increased
552
Reduced
456
Closed
93
Calls
$319M
Puts
$150M
Net Calls
+$169M
Net Calls Change
+$41.9M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$223M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$162M
3
Barclays
Barclays
United Kingdom
+$121M
4
Bank of America
Bank of America
North Carolina
+$97.6M
5
Franklin Resources
Franklin Resources
California
+$96.7M

Top Sellers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$227M
2
Wells Fargo
Wells Fargo
California
-$122M
3
CIA
ClearBridge Investments (Australia)
Australia
-$103M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$89.7M
5
ECP
Empyrean Capital Partners
California
-$84.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
976
Hall Capital Management
Rhode Island
$269K -$200K -3,563 -43%
HA
977
Herold Advisors
New York
$267K -$8.58K -153 -3%
PP
978
PDS Planning
Ohio
$267K +$267K +4,758 New
MF
979
Meridian Financial
Massachusetts
$266K +$2.19K +39 +0.8%
KC
980
Kinloch Capital
Virginia
$266K -$1.74K -31 -0.6%
AF
981
Advisornet Financial
Minnesota
$265K +$27.5K +490 +12%
IPAM
982
Investment Partners Asset Management
New Jersey
$265K – – –
SAM
983
Shell Asset Management
Netherlands
$264K – – –
SCM
984
Shelton Capital Management
Colorado
$264K -$7.12K -127 -3%
VCA
985
Verdence Capital Advisors
Maryland
$263K +$11.7K +208 +5%
FCB
986
First County Bank
Connecticut
$262K -$464K -8,272 -64%
IF
987
Intrua Financial
Texas
$261K +$505 +9 +0.2%
GVAG
988
Great Valley Advisor Group
Delaware
$259K +$7.95K +142 +3%
VNIM
989
Vaughan Nelson Investment Management
Texas
$258K – – –
CWA
990
Clarus Wealth Advisors
Arizona
$257K +$257K +4,927 New
GIP
991
Greatmark Investment Partners
Georgia
$255K +$16.8K +300 +7%
SHFP
992
Second Half Financial Partners
Florida
$253K -$3.59K -64 -1%
TBA
993
Tower Bridge Advisors
Pennsylvania
$253K -$449 -8 -0.2%
LSA
994
Lion Street Advisors
Texas
$252K +$785 +14 +0.3%
PFA
995
Pure Financial Advisors
California
$251K +$15.6K +279 +7%
BONH
996
Bank of New Hampshire
New Hampshire
$251K -$184K -3,275 -42%
AA
997
Alta Advisers
United Kingdom
$250K +$250K +4,461 New
AP
998
Aspect Partners
Virginia
$249K +$224 +4 +0.1%
PNC
999
Park National Corp
Ohio
$245K +$7.01K +125 +3%
TF
1000
Tompkins Financial
New York
$245K – – –
38 39
40
41 42