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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 %
HCMG
1026
Howard Capital Management Group
California
$205K – – –
DWM
1027
Drive Wealth Management
Utah
$203K +$203K +3,596 New
MA
1028
MBA Advisors
Pennsylvania
$202K +$202K +3,570 New
MIM
1029
MTM Investment Management
South Carolina
$200K +$200K +3,540 New
Federated Hermes
1030
Federated Hermes
Pennsylvania
$198K -$152K -2,687 -43%
VFM
1031
Viking Fund Management
North Dakota
$198K – – –
AGWCA
1032
Annis Gardner Whiting Capital Advisors
Florida
$194K +$4.97K +88 +3%
WBWA
1033
William B. Walkup & Associates
South Carolina
$193K – – –
NFSG
1034
Newbridge Financial Services Group
Florida
$189K -$31.5K -558 -14%
GM
1035
GeoWealth Management
Illinois
$188K -$15.7K -278 -8%
CFO
1036
CVA Family Office
Colorado
$188K +$4.3K +76 +2%
FRA
1037
Front Row Advisors
California
$185K – – –
CCAM
1038
Cascades Capital Asset Management
North Carolina
$182K – – –
VIA
1039
Virtus Investment Advisers
Connecticut
$179K +$21K +371 +13%
MHR
1040
Matthew Hamilton Rosenberg
$179K +$23.2K +411 +15%
LWCFA
1041
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$178K -$565 -10 -0.3%
ACA
1042
American Capital Advisory
Idaho
$176K +$113K +1,997 +179%
YDMI
1043
Y.D. More Investments
Israel
$174K +$34.8K +622 +25%
RMC
1044
Resources Management Corp
Connecticut
$173K -$22.6K -400 -12%
SIS
1045
Sound Income Strategies
Florida
$173K +$113 +2 +0.1%
TSMHT
1046
Thurston Springer Miller Herd & Titak
Indiana
$170K +$21.5K +380 +14%
MFC
1047
Mechanics Financial Corp
Ohio
$170K – – –
RFS
1048
Richardson Financial Services
Massachusetts
$163K – – –
M
1049
MOTCO
Texas
$160K +$2.92K +50 +2%
SAM
1050
S.A. Mason
Michigan
$155K +$14.2K +252 +10%
40 41
42
43 44