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Dominion Energy
D

1,409 hedge funds and large institutions have $42.6B invested in Dominion Energy in 2025 Q3 according to their latest regulatory filings, with 168 funds opening new positions, 577 increasing their positions, 433 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 88

84% more call options, than puts

Call options by funds: $297M | Put options by funds: $161M

33% more repeat investments, than reductions

Existing positions increased: 577 | Existing positions reduced: 433

8% more capital invested

Capital invested by funds: $39.3B → $42.6B (+$3.31B)

4% more funds holding

Funds holding: 1,350 → 1,409 (+59)

0.09% more ownership

Funds ownership: 81.61% → 81.7% (+0.09%)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
1,409
Holders Change
+59
Holders Change %
+4.37%
% of All Funds
18.49%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
168
Increased
577
Reduced
433
Closed
88
Calls
$297M
Puts
$161M
Net Calls
+$136M
Net Calls Change
-$2.31M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$597M
2
BlackRock
BlackRock
New York
+$247M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$106M
4
AP
Antipodes Partners
Australia
+$103M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$91.8M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$202M
2
JP Morgan Chase
JP Morgan Chase
New York
-$109M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$106M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$89.1M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$88.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1351
Kozak & Associates
Colorado
$4.16K +$59 +1 +1%
CPG
1352
Cornerstone Planning Group
New Jersey
$4.05K -$28.6K -481 -98%
PCM
1353
Penserra Capital Management
California
$4K – – –
WWA
1354
Wealth Watch Advisors
Colorado
$3.92K +$3.81K +64 New
BHWM
1355
Beaird Harris Wealth Management
Texas
$3.79K +$1.67K +28 +82%
TIM
1356
Tortoise Investment Management
New York
$3.67K +$654 +11 +22%
JSAM
1357
J. Safra Asset Management
New York
$3.67K +$3.57K +60 New
TIM
1358
Thompson Investment Management
Wisconsin
$3.43K – – –
FC
1359
Fairscale Capital
New Hampshire
$3.36K – – –
IWM
1360
IMG Wealth Management
Florida
$3.12K – – –
SA
1361
Scarborough Advisors
Maryland
$3.06K – – –
AEPWM
1362
Atlantic Edge Private Wealth Management
Florida
$3.06K +$2.97K +50 New
CMP
1363
Coston McIsaac & Partners
Maine
$3K – – –
JGIA
1364
Jackson Grant Investment Advisers
Connecticut
$2.81K – – –
GA
1365
Guerra Advisors
Florida
$2.75K +$2.67K +45 New
BCPWM
1366
Bradley & Co Private Wealth Management
Florida
$2.69K – – –
RWM
1367
Rialto Wealth Management
New York
$2.63K +$238 +4 +10%
CWM
1368
Cedar Wealth Management
California
$2.63K – – –
BHWM
1369
Bay Harbor Wealth Management
Maryland
$2.63K +$892 +15 +54%
HHGA
1370
Halbert Hargrove Global Advisors
California
$2.57K +$2.5K +42 New
BI
1371
Binnacle Investments
Iowa
$2.51K – – –
MBFW
1372
Morton Brown Family Wealth
Pennsylvania
$2.39K – – –
PWA
1373
Principia Wealth Advisory
Texas
$2.39K +$238 +4 +11%
WA
1374
WestEnd Advisors
North Carolina
$2.39K +$2.32K +39 New
GTAM
1375
Global Trust Asset Management
Florida
$2.08K – – –
53 54
55
56 57

D Hedge Fund Activity: Q3 2025 in Review

1,409 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2025, worth a combined $42.6B — up 8.4% from $39.3B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new D positions and 88 closed out — a net gain of 80 holders — while 577 added to existing stakes and 433 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $597M. The largest seller was T. Rowe Price Associates, cutting an estimated $202M.

  • 1,409 institutional investors held Dominion Energy (D) as of Q3 2025, up from 1,350 in Q2 2025.
  • Funds reported $42.6B of Dominion Energy stock for Q3 2025, up 8.4% quarter-over-quarter.
  • 168 funds opened new Dominion Energy positions in Q3 2025 and 88 closed out, a net change of +80 holders.
  • The largest Dominion Energy buyer in Q3 2025 was Capital Research Global Investors, an estimated $597M added.
  • The largest Dominion Energy seller in Q3 2025 was T. Rowe Price Associates, an estimated $202M sold.

Based on aggregated 13F filings for Q3 2025.