We are live on ! Find out more
D icon

Dominion Energy

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: 1,3501,409 (+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: 75 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
PA
1451
Prossimo Advisors
California
-$268K -4,735 Closed
IC
1452
Iconiq Capital
California
-$266K -4,705 Closed
MPM
1453
MBB Public Markets
Illinois
-$250K -4,428 Closed
SIC
1454
Sterling Investment Counsel
New York
-$232K -4,101 Closed
DCM
1455
Dudley Capital Management
Virginia
-$231K -4,088 Closed
SWGC
1456
Summit Wealth Group (Colorado)
Colorado
-$229K -4,047 Closed
BWMG
1457
Barnes Wealth Management Group
California
-$224K -3,970 Closed
KPWG
1458
KFA Private Wealth Group
Virginia
-$220K -3,886 Closed
GAG
1459
Goodman Advisory Group
Massachusetts
-$220K -3,884 Closed
ERSOT
1460
Employees Retirement System of Texas
Texas
-$216K -3,829 Closed
PWP
1461
Precedent Wealth Partners
Texas
-$215K -3,802 Closed
SAM
1462
Summit Asset Management
Tennessee
-$211K -3,739 Closed
WCA
1463
Westover Capital Advisors
Delaware
-$209K -3,700 Closed
KA
1464
Klingman & Associates
New York
-$206K -3,647 Closed
GM
1465
GeoWealth Management
Illinois
-$188K -3,324 Closed
KIM
1466
Kestra Investment Management
Texas
-$154K -2,748 Closed
CA
1467
Cornerstone Advisors
North Carolina
-$96.1K -1,700 Closed
RAM
1468
Riggs Asset Management
Pennsylvania
-$91.1K -1,612 Closed
CM
1469
Capula Management
Cayman Islands
-$77.5K -1,304 Closed
BCMLT
1470
Beacon Capital Management LLC (Tennessee)
Tennessee
-$60.1K -1,063 Closed
QL
1471
Quarry LP
New York
-$54.3K -961 Closed
SGC
1472
Slocum, Gordon & Co
Rhode Island
-$50.6K -895 Closed
WCM
1473
WealthTrak Capital Management
Virginia
-$48.4K -857 Closed
BFP
1474
Briaud Financial Planning
Texas
-$46K -819 Closed
AWM
1475
Atticus Wealth Management
Florida
-$33.5K -593 Closed

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.