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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 %
KPWG
1001
KFA Private Wealth Group
Virginia
$220K +$8.54K +151 +4%
GAG
1002
Goodman Advisory Group
Massachusetts
$220K -$2.44M -43,166 -92%
WF
1003
Welch & Forbes
Massachusetts
$219K – – –
LWL
1004
Leo Wealth LLC
Texas
$218K -$1.29M -22,740 -85%
BFO
1005
Boston Family Office
Massachusetts
$218K – – –
RCA
1006
Resonant Capital Advisors
Wisconsin
$217K +$217K +3,845 New
NSIM
1007
North Star Investment Management
Illinois
$217K – – –
BTC
1008
Bank & Trust Company
Illinois
$216K +$22.6K +399 +12%
ERSOT
1009
Employees Retirement System of Texas
Texas
$216K +$216K +3,829 New
LAM
1010
L2 Asset Management
Massachusetts
$216K +$13.8K +245 +7%
AIA
1011
Armor Investment Advisors
North Carolina
$216K -$7.58K -134 -3%
SC
1012
Sapient Capital
Indiana
$215K -$2.32K -41 -1%
PWP
1013
Precedent Wealth Partners
Texas
$215K -$31.7K -561 -13%
ES
1014
Eagle Strategies
New York
$214K -$10.7K -190 -5%
PA
1015
Probity Advisors
Texas
$213K – – –
AFM
1016
Armstrong Fleming & Moore
District of Columbia
$212K +$212K +3,744 New
SAM
1017
Summit Asset Management
Tennessee
$211K -$68.7K -1,215 -25%
FNB
1018
Farmers National Bank
Kentucky
$211K – – –
PIM
1019
Penobscot Investment Management
Massachusetts
$211K – – –
WCA
1020
Westover Capital Advisors
Delaware
$209K – – –
HAIM
1021
Hunter Associates Investment Management
Pennsylvania
$209K +$396 +7 +0.2%
WFS
1022
Widmann Financial Services
Maryland
$209K – – –
MEAC
1023
M.E. Allison & Co
Texas
$208K +$208K +3,672 New
KA
1024
Klingman & Associates
New York
$206K +$3.62K +64 +2%
SFP
1025
Sandbox Financial Partners
Maryland
$206K -$565 -10 -0.3%
39 40
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