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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
WBWA
1051
William B. Walkup & Associates
South Carolina
$193K
NFSG
1052
Newbridge Financial Services Group
Florida
$189K -$30.6K -558 -14%
GM
1053
GeoWealth Management
Illinois
$188K -$15.2K -278 -8%
CFO
1054
CVA Family Office
Colorado
$188K +$4.16K +76 +2%
FRA
1055
Front Row Advisors
California
$185K
CCAM
1056
Cascades Capital Asset Management
North Carolina
$182K
VIA
1057
Virtus Investment Advisers
Connecticut
$179K +$20.3K +371 +13%
MHR
1058
Matthew Hamilton Rosenberg
$179K +$22.5K +411 +15%
LWCFA
1059
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$178K -$548 -10 -0.3%
ACA
1060
American Capital Advisory
Idaho
$176K +$109K +1,997 +179%
YDMI
1061
Y.D. More Investments
Israel
$174K +$34.1K +622 +25%
RMC
1062
Resources Management Corp
Connecticut
$173K -$21.9K -400 -12%
SIS
1063
Sound Income Strategies
Florida
$173K +$110 +2 +0.1%
TSMHT
1064
Thurston Springer Miller Herd & Titak
Indiana
$170K +$20.8K +380 +14%
MFC
1065
Mechanics Financial Corp
Ohio
$170K
RFS
1066
Richardson Financial Services
Massachusetts
$163K
M
1067
MOTCO
Texas
$160K +$2.74K +50 +2%
SAM
1068
S.A. Mason
Michigan
$155K +$13.8K +252 +10%
KIM
1069
Kestra Investment Management
Texas
$154K
CH
1070
Cromwell Holdings
Wyoming
$152K +$986 +18 +0.7%
CWM
1071
Crowley Wealth Management
Delaware
$150K +$3.83K +70 +3%
HWA
1072
HHM Wealth Advisors
Tennessee
$149K -$5.04K -92 -3%
MSE
1073
MUFG Securities EMEA
United Kingdom
$142K +$138K +2,520 New
MAFA
1074
MJT & Associates Financial Advisory
Minnesota
$141K +$13.7K +250 +11%
BFS
1075
Burkett Financial Services
South Carolina
$138K +$1.59K +29 +1%

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.