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Dominion Energy
D

1,350 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, 555 increasing their positions, 458 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $340M | Put options by funds: $202M

21% more repeat investments, than reductions

Existing positions increased: 555 | Existing positions reduced: 458

6% more capital invested

Capital invested by funds: $37B → $39.3B (+$2.38B)

4.23% more ownership

Funds ownership: 77.38% → 81.61% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

4% less funds holding

Funds holding: 1,404 → 1,350 (-54)

27% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 145

Holders
1,350
Holders Change
-54
Holders Change %
-3.85%
% of All Funds
17.77%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
106
Increased
555
Reduced
458
Closed
145
Calls
$340M
Puts
$202M
Net Calls
+$138M
Net Calls Change
-$30.8M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.19B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$806M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$641M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
+$187M
5
BlackRock
BlackRock
New York
+$182M

Top Sellers

Rank Fund Capital Flow
1
CIA
ClearBridge Investments (Australia)
Australia
-$139M
2
JP Morgan Chase
JP Morgan Chase
New York
-$134M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$120M
4
ZP
Zimmer Partners
New York
-$96.9M
5
National Pension Service
National Pension Service
South Korea
-$75.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1301
Legend Financial Advisors
Pennsylvania
$3.56K +$3.45K +63 New
HFS
1302
Horizon Financial Services
North Carolina
$3.5K +$1.7K +31 +100%
FC
1303
Fairscale Capital
New Hampshire
$3.21K – – –
TIM
1304
Thompson Investment Management
Wisconsin
$3.17K – – –
PCM
1305
Penserra Capital Management
California
$3K – – –
CMP
1306
Coston McIsaac & Partners
Maine
$3K +$55 +1 +2%
IWM
1307
IMG Wealth Management
Florida
$2.88K +$2.79K +51 New
SA
1308
Scarborough Advisors
Maryland
$2.83K +$2.74K +50 New
TIM
1309
Tortoise Investment Management
New York
$2.77K +$2.69K +49 New
JGIA
1310
Jackson Grant Investment Advisers
Connecticut
$2.6K – – –
BCPWM
1311
Bradley & Co Private Wealth Management
Florida
$2.49K – – –
CWM
1312
Cedar Wealth Management
California
$2.43K +$2.36K +43 New
ACA
1313
Atlas Capital Advisors
Wyoming
$2.37K – – –
BI
1314
Binnacle Investments
Iowa
$2.32K – – –
T
1315
Transce3nd
Texas
$2.26K – – –
RWM
1316
Rialto Wealth Management
New York
$2.21K +$438 +8 +26%
MBFW
1317
Morton Brown Family Wealth
Pennsylvania
$2.2K – – –
CVM
1318
Cheviot Value Management
California
$2.1K -$1.64K -30 -47%
WTFG
1319
Wood Tarver Financial Group
Idaho
$2K – – –
PWA
1320
Principia Wealth Advisory
Texas
$1.98K +$931 +17 +94%
GTAM
1321
Global Trust Asset Management
Florida
$1.92K – – –
BHWM
1322
Beaird Harris Wealth Management
Texas
$1.92K +$1.86K +34 New
T
1323
Tidemark
California
$1.86K – – –
GC
1324
GFG Capital
Florida
$1.86K +$1.81K +33 New
IHWM
1325
Iron Horse Wealth Management
Iowa
$1.7K – – –
51 52
53
54 55

D Hedge Fund Activity: Q2 2025 in Review

1,350 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2025, worth a combined $39.3B — up 6.4% from $37B a quarter earlier.

Sellers outnumbered buyers: 145 funds closed out of D and 106 opened new positions — a net loss of 39 holders — while 458 trimmed existing stakes and 555 added.

The largest buyer was Capital Research Global Investors, adding an estimated $1.19B. The largest seller was ClearBridge Investments (Australia), exiting entirely with an estimated $139M sold.

  • 1,350 institutional investors held Dominion Energy (D) as of Q2 2025, down from 1,404 in Q1 2025.
  • Funds reported $39.3B of Dominion Energy stock for Q2 2025, up 6.4% quarter-over-quarter.
  • 106 funds opened new Dominion Energy positions in Q2 2025 and 145 closed out, a net change of -39 holders.
  • The largest Dominion Energy buyer in Q2 2025 was Capital Research Global Investors, an estimated $1.19B added.
  • The largest Dominion Energy seller in Q2 2025 was ClearBridge Investments (Australia), an estimated $139M sold.

Based on aggregated 13F filings for Q2 2025.