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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 %
GC
1301
GFG Capital
Florida
$1.87K +$1.87K +33 New
IHWM
1302
Iron Horse Wealth Management
Iowa
$1.7K – – –
MAS
1303
MPWM Advisory Solutions
Georgia
$1.64K – – –
CAC
1304
Core Alternative Capital
Georgia
$1.64K – – –
BHWM
1305
Bay Harbor Wealth Management
Maryland
$1.58K +$565 +10 +56%
GK
1306
Graney & King
New York
$1.24K – – –
PWM
1307
Parkworth Wealth Management
California
$1.19K +$678 +12 +133%
SHIM
1308
Stone House Investment Management
Pennsylvania
$1.13K – – –
CB
1309
Centennial Bank
Arkansas
$1.13K +$1.13K +20 New
WA
1310
Whipplewood Advisors
Colorado
$1.02K -$1.81K -32 -64%
CWM
1311
CarsonAllaria Wealth Management
Illinois
$1.02K – – –
HIA
1312
HFM Investment Advisors
New Jersey
$848 +$452 +8 +114%
MSWA
1313
Marshall & Sterling Wealth Advisors
New York
$792 – – –
SC
1314
Stephens Consulting
Michigan
$792 +$792 +14 New
FGA
1315
Fortis Group Advisors
New Jersey
$735 – – –
TFM
1316
TFC Financial Management
Massachusetts
$735 – – –
SWP
1317
Strategic Wealth Partners
Ohio
$622 +$622 +11 New
QWM
1318
Quaker Wealth Management
New Jersey
$622 +$622 +11 New
RFG
1319
REAP Financial Group
Texas
$565 +$565 +10 New
RCM
1320
Raleigh Capital Management
North Carolina
$553 -$387 -7 -41%
WBC
1321
West Branch Capital
Massachusetts
$340 – – –
TFA
1322
Transamerica Financial Advisors
Florida
$248 – – –
SFCL
1323
Strengthening Families & Communities LLC
Massachusetts
$229 +$229 +4 New
HNW
1324
High Note Wealth
Minnesota
$170 +$170 +3 New
VWA
1325
Valued Wealth Advisors
Utah
$116 – – –
51 52
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