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Dominion Energy
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Overview Fund Activity

1,388 hedge funds and large institutions have $36.4B invested in Dominion Energy in 2025 Q1 according to their latest regulatory filings, with 155 funds opening new positions, 552 increasing their positions, 456 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,388
Holders Change
+27
Holders Change %
+1.98%
% of All Funds
18.85%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
155
Increased
552
Reduced
456
Closed
93
Calls
$319M
Puts
$150M
Net Calls
+$169M
Net Calls Change
+$41.9M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$223M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$162M
3
Barclays
Barclays
United Kingdom
+$121M
4
Bank of America
Bank of America
North Carolina
+$97.6M
5
Franklin Resources
Franklin Resources
California
+$96.7M

Top Sellers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$227M
2
Wells Fargo
Wells Fargo
California
-$122M
3
CIA
ClearBridge Investments (Australia)
Australia
-$103M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$89.7M
5
ECP
Empyrean Capital Partners
California
-$84.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLPIM
1076
F.L. Putnam Investment Management
Massachusetts
$209K -$45.8K -817 -18%
PIM
1077
Penobscot Investment Management
Massachusetts
$209K – – –
OIA
1078
Optimum Investment Advisors
Illinois
$207K – – –
WCA
1079
Westover Capital Advisors
Delaware
$207K +$207K +3,700 New
WFS
1080
Widmann Financial Services
Maryland
$207K +$207K +3,691 New
RAG
1081
RIA Advisory Group
Iowa
$206K +$206K +3,678 New
HAIM
1082
Hunter Associates Investment Management
Pennsylvania
$206K +$206K +3,688 New
SVWAG
1083
Sound View Wealth Advisors Group
Georgia
$206K -$39K -695 -16%
SFP
1084
Sandbox Financial Partners
Maryland
$205K +$205K +3,656 New
HCMG
1085
Howard Capital Management Group
California
$204K +$204K +3,635 New
NAS
1086
Nicolet Advisory Services
Wisconsin
$204K -$16K -309 -7%
GM
1087
GeoWealth Management
Illinois
$202K -$50.5K -900 -20%
RS
1088
R Squared
Hong Kong
$202K -$84.1K -1,500 -29%
FGWP
1089
Founders Grove Wealth Partners
Virginia
$201K +$201K +3,590 New
KA
1090
Klingman & Associates
New York
$201K +$201K +3,583 New
LAM
1091
L2 Asset Management
Massachusetts
$200K +$200K +3,575 New
VFM
1092
Viking Fund Management
North Dakota
$196K – – –
RMC
1093
Resources Management Corp
Connecticut
$194K -$46.8K -835 -19%
BTC
1094
Bank & Trust Company
Illinois
$192K +$130K +2,323 +211%
WBWA
1095
William B. Walkup & Associates
South Carolina
$191K – – –
AGWCA
1096
Annis Gardner Whiting Capital Advisors
Florida
$188K +$12.8K +228 +7%
PFBT
1097
Parkside Financial Bank & Trust
Missouri
$187K +$5.1K +91 +3%
FRA
1098
Front Row Advisors
California
$183K – – –
CFO
1099
CVA Family Office
Colorado
$182K +$17.9K +319 +11%
CCAM
1100
Cascades Capital Asset Management
North Carolina
$180K +$180K +3,215 New
42 43
44
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