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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
$2.53B
2
Vanguard Group
Vanguard Group
Pennsylvania
$5.98B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.66B
4
Pictet Asset Management
Pictet Asset Management
Switzerland
$310M
5
BlackRock
BlackRock
New York
$4.19B

Top Sellers

1
CIA
ClearBridge Investments (Australia)
Australia
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.67B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$773M
4
ZP
Zimmer Partners
New York
$0
5
National Pension Service
National Pension Service
South Korea
$61.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
1401
Romano Brothers & Co
Illinois
– -$305K -5,432 Closed
PA
1402
PharVision Advisers
Florida
– -$278K -4,960 Closed
FMC
1403
First Merchants Corp
Indiana
– -$278K -4,958 Closed
NFA
1404
Northwest Financial Advisors
Virginia
– -$278K -4,954 Closed
CWA
1405
Clarus Wealth Advisors
Arizona
– -$257K -4,927 Closed
WG
1406
Winton Group
United Kingdom
– -$274K -4,878 Closed
CA
1407
Claro Advisors
Massachusetts
– -$269K -4,805 Closed
FCB
1408
First County Bank
Connecticut
– -$262K -4,666 Closed
TBA
1409
Tower Bridge Advisors
Pennsylvania
– -$253K -4,504 Closed
LSA
1410
Lion Street Advisors
Texas
– -$252K -4,503 Closed
IB
1411
Intrust Bank
Kansas
– -$244K -4,350 Closed
P8IP
1412
Pier 88 Investment Partners
California
– -$242K -4,315 Closed
CFS
1413
Commonwealth Financial Services
West Virginia
– -$236K -4,217 Closed
IIC
1414
Integrated Investment Consultants
Michigan
– -$236K -4,211 Closed
DJYG
1415
David J. Yvars Group
Florida
– -$236K -4,208 Closed
ClearBridge Investments
1416
ClearBridge Investments
New York
– -$234K -4,169 Closed
GJIA
1417
Glass Jacobson Investment Advisors
Maryland
– -$218K -4,056 Closed
I
1418
InceptionR
California
– -$227K -4,041 Closed
CAAM
1419
Cornerstone Advisors Asset Management
Pennsylvania
– -$226K -4,024 Closed
GIA
1420
Gateway Investment Advisers
Ohio
– -$225K -4,006 Closed
FCBT
1421
First Citizens Bank & Trust
North Carolina
– -$224K -3,996 Closed
FWCM
1422
Ferguson Wellman Capital Management
Oregon
– -$221K -3,946 Closed
BI
1423
Ballast Inc
Kentucky
– -$221K -3,938 Closed
CD
1424
Chapin Davis
Maryland
– -$215K -3,841 Closed
EWM
1425
Evercore Wealth Management
New York
– -$211K -3,762 Closed
55 56
57
58 59