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Dominion Energy

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: 77 (0)

4% less funds holding

Funds holding: 1,4041,350 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CAC
1326
Core Alternative Capital
Georgia
$1.64K
MAS
1327
MPWM Advisory Solutions
Georgia
$1.64K
BHWM
1328
Bay Harbor Wealth Management
Maryland
$1.58K +$548 +10 +56%
GK
1329
Graney & King
New York
$1.24K
RWA
1330
Redmont Wealth Advisors
Illinois
$1.24K
PWM
1331
Parkworth Wealth Management
California
$1.19K +$658 +12 +133%
SHIM
1332
Stone House Investment Management
Pennsylvania
$1.13K
CB
1333
Centennial Bank
Arkansas
$1.13K +$1.1K +20 New
WA
1334
Whipplewood Advisors
Colorado
$1.02K -$1.75K -32 -64%
CWM
1335
CarsonAllaria Wealth Management
Illinois
$1.02K
HIA
1336
HFM Investment Advisors
New Jersey
$848 +$438 +8 +114%
MSWA
1337
Marshall & Sterling Wealth Advisors
New York
$792
SC
1338
Stephens Consulting
Michigan
$792 +$767 +14 New
FGA
1339
Fortis Group Advisors
New Jersey
$735
TFM
1340
TFC Financial Management
Massachusetts
$735
QWM
1341
Quaker Wealth Management
New Jersey
$622 +$603 +11 New
SWP
1342
Strategic Wealth Partners
Ohio
$622 +$603 +11 New
RFG
1343
REAP Financial Group
Texas
$565 +$548 +10 New
RCM
1344
Raleigh Capital Management
North Carolina
$553 -$384 -7 -41%
WBC
1345
West Branch Capital
Massachusetts
$340
TFA
1346
Transamerica Financial Advisors
Florida
$248
SFCL
1347
Strengthening Families & Communities LLC
Massachusetts
$229 +$219 +4 New
HNW
1348
High Note Wealth
Minnesota
$170 +$164 +3 New
VWA
1349
Valued Wealth Advisors
Utah
$116
MAM
1350
Meeder Asset Management
Ohio
$57 -$5.19M -94,772 -100%

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.