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Dominion Energy

1,409 hedge funds and large institutions have $42.6B invested in Dominion Energy in 2025 Q3 according to their latest regulatory filings, with 168 funds opening new positions, 577 increasing their positions, 433 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 88

84% more call options, than puts

Call options by funds: $297M | Put options by funds: $161M

33% more repeat investments, than reductions

Existing positions increased: 577 | Existing positions reduced: 433

8% more capital invested

Capital invested by funds: $39.3B → $42.6B (+$3.31B)

4% more funds holding

Funds holding: 1,3501,409 (+59)

0.09% more ownership

Funds ownership: 81.61%81.7% (+0.09%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
1,409
Holders Change
+59
Holders Change %
+4.37%
% of All Funds
18.49%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
168
Increased
577
Reduced
433
Closed
88
Calls
$297M
Puts
$161M
Net Calls
+$136M
Net Calls Change
-$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
NPPM
1101
North Point Portfolio Managers
Ohio
$205K +$199K +3,350 New
MWM
1102
Mission Wealth Management
California
$204K +$199K +3,341 New
GSWM
1103
Greenup Street Wealth Management
Michigan
$204K +$198K +3,333 New
BCA
1104
Bay Colony Advisors
Massachusetts
$204K -$79.2K -1,332 -29%
M
1105
MOTCO
Texas
$203K +$34.5K +581 +21%
MAM
1106
Marotta Asset Management
Virginia
$202K +$197K +3,320 New
FCBT
1107
First Citizens Bank & Trust
North Carolina
$202K +$196K +3,296 New
EWM
1108
Evercore Wealth Management
New York
$201K +$196K +3,294 New
TAM
1109
Titleist Asset Management
Texas
$201K +$196K +3,290 New
MSA
1110
Marino Stram & Associates
Massachusetts
$201K +$195K +3,282 New
LI
1111
Lafayette Investments
Maryland
$201K +$195K +3,281 New
PIFP
1112
Partners in Financial Planning
Virginia
$200K +$195K +3,273 New
FRA
1113
Front Row Advisors
California
$200K
JFGIW
1114
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$197K +$165K +2,772 +622%
SIS
1115
Sound Income Strategies
Florida
$197K +$12.2K +205 +7%
MHR
1116
Matthew Hamilton Rosenberg
$193K
NFSG
1117
Newbridge Financial Services Group
Florida
$192K -$11.7K -196 -6%
LWCFA
1118
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$191K
ACA
1119
American Capital Advisory
Idaho
$190K +$238 +4 +0.1%
CWM
1120
Crowley Wealth Management
Delaware
$190K +$38.6K +650 +27%
MFC
1121
Mechanics Financial Corp
Ohio
$184K
SSG
1122
Summit Securities Group
New York
$182K +$89K +1,497 +102%
SGK
1123
Steigerwald Gordon & Koch
Virginia
$181K +$176K +2,962 New
SAM
1124
S.A. Mason
Michigan
$180K +$11.9K +200 +7%
VIA
1125
Virtus Investment Advisers
Connecticut
$177K -$16.5K -278 -9%

D Hedge Fund Activity: Q3 2025 in Review

1,409 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2025, worth a combined $42.6B — up 8.4% from $39.3B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new D positions and 88 closed out — a net gain of 80 holders — while 577 added to existing stakes and 433 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $597M. The largest seller was T. Rowe Price Associates, cutting an estimated $202M.

  • 1,409 institutional investors held Dominion Energy (D) as of Q3 2025, up from 1,350 in Q2 2025.
  • Funds reported $42.6B of Dominion Energy stock for Q3 2025, up 8.4% quarter-over-quarter.
  • 168 funds opened new Dominion Energy positions in Q3 2025 and 88 closed out, a net change of +80 holders.
  • The largest Dominion Energy buyer in Q3 2025 was Capital Research Global Investors, an estimated $597M added.
  • The largest Dominion Energy seller in Q3 2025 was T. Rowe Price Associates, an estimated $202M sold.

Based on aggregated 13F filings for Q3 2025.