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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
17.78%
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 %
WAS
1226
Winch Advisory Services
Wisconsin
$12.3K +$113 +2 +0.9%
TWD
1227
True Wealth Design
Ohio
$12.3K +$2.94K +52 +31%
AWM
1228
Abound Wealth Management
Tennessee
$12.3K – – –
PCM
1229
Perritt Capital Management
Illinois
$12.2K – – –
PWMG
1230
Prestige Wealth Management Group
New Jersey
$12.1K -$8.25K -146 -41%
APW
1231
Acima Private Wealth
Virginia
$12K +$12K +213 New
MAM
1232
Morse Asset Management
Connecticut
$11.3K -$5.6K -99 -33%
BFPW
1233
BOK Financial Private Wealth
Colorado
$11.3K – – –
CTC
1234
Cetera Trust Company
Minnesota
$11.3K – – –
OA
1235
Operose Advisors
Wisconsin
$11.3K – – –
AFG
1236
Albion Financial Group
Utah
$11.3K – – –
BG
1237
Bollard Group
Massachusetts
$11K – – –
BCM
1238
Boreal Capital Management
Florida
$10.7K +$10.7K +190 New
FWM
1239
FSA Wealth Management
Massachusetts
$10.6K – – –
HHMI
1240
Howard Hughes Medical Institute
Maryland
$10.2K +$10.2K +181 New
PCFFS
1241
Pacific Center for Financial Services
California
$9.5K – – –
AWM
1242
Activest Wealth Management
Florida
$9.5K +$1.24K +22 +15%
RAM
1243
Ramirez Asset Management
New York
$9.38K – – –
PPC
1244
Park Place Capital
Alabama
$9.22K -$19.5K -339 -68%
KSB
1245
Kennebec Savings Bank
Maine
$9.04K – – –
SNB
1246
Security National Bank
Nebraska
$8.99K – – –
ADL
1247
Asset Dedication LLC
California
$8.65K – – –
WA
1248
WPG Advisers
Maryland
$8.54K +$3.45K +61 +68%
BC
1249
Barrett & Company
Rhode Island
$8.48K – – –
TC
1250
Trust Company
Kansas
$8.48K – – –
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