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Dominion Energy

1,445 hedge funds and large institutions have $42.5B invested in Dominion Energy in 2025 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 537 increasing their positions, 511 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $365M | Put options by funds: $176M

55% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 110

3.25% more ownership

Funds ownership: 81.7%84.95% (+3.3%)

3% more funds holding

Funds holding: 1,4091,445 (+36)

5% more repeat investments, than reductions

Existing positions increased: 537 | Existing positions reduced: 511

0% less capital invested

Capital invested by funds: $42.6B → $42.5B (-$146M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
1,445
Holders Change
+36
Holders Change %
+2.56%
% of All Funds
17.58%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
171
Increased
537
Reduced
511
Closed
110
Calls
$365M
Puts
$176M
Net Calls
+$190M
Net Calls Change
+$54.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
276
Carson Advisory
Georgia
$4.39M -$30K -498 -0.7%
WFG
277
Wills Financial Group
Virginia
$4.33M -$21K -348 -0.5%
DADC
278
D.A. Davidson & Co
Montana
$4.33M +$700K +11,616 +19%
NW
279
NewEdge Wealth
Pennsylvania
$4.32M -$1.59M -26,367 -26%
BFA
280
Bill Few Associates
Pennsylvania
$4.27M +$129K +2,149 +3%
Schroder Investment Management Group
281
Schroder Investment Management Group
United Kingdom
$4.25M -$274K -4,553 -6%
IAN
282
Integrated Advisors Network
Texas
$4.2M +$74.2K +1,232 +2%
WWA
283
WCG Wealth Advisors
Nevada
$4.19M +$4.31M +71,482 New
PFPG
284
Pinnacle Financial Partners (Georgia)
Georgia
$4.17M +$4.29M +71,129 New
HAI
285
Hennessy Advisors Inc
California
$4.15M -$157K -2,600 -4%
RVM
286
Robinson Value Management
Texas
$4.09M -$40.4K -671 -1%
MML Investors Services
287
MML Investors Services
Massachusetts
$4.08M +$209K +3,463 +5%
CIA
288
Capital Investment Advisors
Georgia
$4.05M -$246K -4,082 -6%
SL
289
Salomon & Ludwin
Virginia
$4M +$5.66K +94 +0.1%
Mariner
290
Mariner
Kansas
$3.98M -$6.94M -115,251 -63%
TC
291
Truvestments Capital
Florida
$3.98M +$326K +5,411 +9%
AI
292
Atria Investments
North Carolina
$3.97M +$315K +5,233 +8%
VAS
293
Vestmark Advisory Solutions
Massachusetts
$3.92M -$286K -4,741 -7%
MSU
294
Mizuho Securities USA
New York
$3.9M +$1.02K +17 +0%
Allianz Asset Management
295
Allianz Asset Management
Germany
$3.8M +$665K +11,038 +21%
OC
296
Oppenheimer & Co
New York
$3.74M -$24K -398 -0.6%
AC
297
Allstate Corporation
Illinois
$3.67M +$1.88M +31,229 +99%
IMRF
298
Illinois Municipal Retirement Fund
Illinois
$3.64M -$4.01M -66,645 -52%
KPWS
299
Kestra Private Wealth Services
Texas
$3.62M -$133K -2,205 -3%
CI
300
Capital Innovations
Wisconsin
$3.61M +$3.71M +61,605 New