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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 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,326
Holders Change
-63
Holders Change %
-4.54%
% 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
140
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 %
AT
1276
Arlington Trust
Alabama
$3.96K – – –
KA
1277
Kozak & Associates
Colorado
$3.83K +$57 +1 +2%
LFA
1278
Legend Financial Advisors
Pennsylvania
$3.56K +$3.56K +63 New
HFS
1279
Horizon Financial Services
North Carolina
$3.5K +$1.75K +31 +100%
FC
1280
Fairscale Capital
New Hampshire
$3.22K – – –
TIM
1281
Thompson Investment Management
Wisconsin
$3.17K – – –
PCM
1282
Penserra Capital Management
California
$3K – – –
CMP
1283
Coston McIsaac & Partners
Maine
$3K +$51 +1 +2%
IWM
1284
IMG Wealth Management
Florida
$2.88K +$2.88K +51 New
SA
1285
Scarborough Advisors
Maryland
$2.83K +$2.83K +50 New
TIM
1286
Tortoise Investment Management
New York
$2.77K +$2.77K +49 New
JGIA
1287
Jackson Grant Investment Advisers
Connecticut
$2.6K – – –
BCPWM
1288
Bradley & Co Private Wealth Management
Florida
$2.49K – – –
CWM
1289
Cedar Wealth Management
California
$2.43K +$2.43K +43 New
ACA
1290
Atlas Capital Advisors
Wyoming
$2.37K – – –
BI
1291
Binnacle Investments
Iowa
$2.32K – – –
T
1292
Transce3nd
Texas
$2.26K – – –
RWM
1293
Rialto Wealth Management
New York
$2.21K +$452 +8 +26%
MBFW
1294
Morton Brown Family Wealth
Pennsylvania
$2.2K – – –
CVM
1295
Cheviot Value Management
California
$2.1K -$1.86K -30 -47%
WTFG
1296
Wood Tarver Financial Group
Idaho
$2K – – –
PWA
1297
Principia Wealth Advisory
Texas
$1.98K +$961 +17 +94%
GTAM
1298
Global Trust Asset Management
Florida
$1.92K – – –
BHWM
1299
Beaird Harris Wealth Management
Texas
$1.92K +$1.92K +34 New
T
1300
Tidemark
California
$1.87K – – –
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