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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
TPI
1001
Trust Point Inc
Wisconsin
$227K -$19.2K -351 -8%
DBRC
1002
D.B. Root & Company
Pennsylvania
$226K +$13.5K +246 +7%
ONST
1003
Old North State Trust
North Carolina
$226K -$11.8K -216 -5%
AAP
1004
Arax Advisory Partners
Colorado
$226K +$47.4K +865 +28%
AIM
1005
Athena Investment Management
California
$225K +$219K +3,988 New
PWM
1006
Pines Wealth Management
North Carolina
$225K +$217K +3,956 New
MYAM
1007
Meiji Yasuda Asset Management
Japan
$225K -$518K -9,458 -70%
TF
1008
Tompkins Financial
New York
$224K -$21.9K -400 -9%
BWMG
1009
Barnes Wealth Management Group
California
$224K +$9.26K +169 +4%
MIM
1010
Morningstar Investment Management
Illinois
$224K +$217K +3,963 New
TP
1011
Tranquility Partners
Tennessee
$224K -$4.93K -90 -2%
AO
1012
Advisor OS
Illinois
$223K +$217K +3,953 New
HBWM
1013
Hollow Brook Wealth Management
New York
$223K
BI
1014
Ballast Inc
Kentucky
$223K
SC
1015
Searle & Co
Connecticut
$223K
BONH
1016
Bank of New Hampshire
New Hampshire
$222K -$30.1K -550 -12%
ST
1017
Somerset Trust
Pennsylvania
$221K +$6.74K +123 +3%
KPWG
1018
KFA Private Wealth Group
Virginia
$220K +$8.27K +151 +4%
GAG
1019
Goodman Advisory Group
Massachusetts
$220K -$2.37M -43,166 -92%
WF
1020
Welch & Forbes
Massachusetts
$219K
LWL
1021
Leo Wealth LLC
Texas
$218K -$1.25M -22,740 -85%
BFO
1022
Boston Family Office
Massachusetts
$218K
RCA
1023
Resonant Capital Advisors
Wisconsin
$217K +$211K +3,845 New
NSIM
1024
North Star Investment Management
Illinois
$217K
BTC
1025
Bank & Trust Company
Illinois
$216K +$21.9K +399 +12%

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.