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Dominion Energy

1,343 hedge funds and large institutions have $39.3B invested in Dominion Energy in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 552 increasing their positions, 455 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

4% less funds holding

Funds holding: 1,3971,343 (-54)

27% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 143

Holders
1,343
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$340M
Puts
$202M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1001
Athena Investment Management
California
$225K
PWM
1002
Pines Wealth Management
North Carolina
$225K
MYAM
1003
Meiji Yasuda Asset Management
Japan
$225K
TF
1004
Tompkins Financial
New York
$224K
BWMG
1005
Barnes Wealth Management Group
California
$224K
MIM
1006
Morningstar Investment Management
Illinois
$224K
TP
1007
Tranquility Partners
Tennessee
$224K
AO
1008
Advisor OS
Illinois
$223K
HBWM
1009
Hollow Brook Wealth Management
New York
$223K
BI
1010
Ballast Inc
Kentucky
$223K
SC
1011
Searle & Co
Connecticut
$223K
BONH
1012
Bank of New Hampshire
New Hampshire
$222K
ST
1013
Somerset Trust
Pennsylvania
$221K
KPWG
1014
KFA Private Wealth Group
Virginia
$220K
GAG
1015
Goodman Advisory Group
Massachusetts
$220K
WF
1016
Welch & Forbes
Massachusetts
$219K
LWL
1017
Leo Wealth LLC
Texas
$218K
BFO
1018
Boston Family Office
Massachusetts
$218K
RCA
1019
Resonant Capital Advisors
Wisconsin
$217K
NSIM
1020
North Star Investment Management
Illinois
$217K
BTC
1021
Bank & Trust Company
Illinois
$216K
ERSOT
1022
Employees Retirement System of Texas
Texas
$216K
LAM
1023
L2 Asset Management
Massachusetts
$216K
AIA
1024
Armor Investment Advisors
North Carolina
$216K
SC
1025
Sapient Capital
Indiana
$215K