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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
IWM
301
IHT Wealth Management
Illinois
$3.61M +$30.7K +510 +0.8%
RF
302
Robbins Farley
New Hampshire
$3.6M +$3.7M +61,455 New
JHCP
303
Jackson Hole Capital Partners
Oklahoma
$3.59M -$64.3K -1,067 -2%
BHWM
304
Bar Harbor Wealth Management
New Hampshire
$3.52M +$134K +2,222 +4%
PA
305
Pinnacle Associates
New York
$3.51M -$265K -4,404 -7%
PWP
306
Principle Wealth Partners
Connecticut
$3.5M +$63.3K +1,050 +2%
CIAS
307
Capital Investment Advisory Services
North Carolina
$3.43M +$723 +12 +0%
AF
308
AGP Franklin
Tennessee
$3.31M -$48.2K -800 -1%
NB
309
Norinchukin Bank
Japan
$3.29M +$246K +4,084 +8%
BCM
310
BTC Capital Management
Iowa
$3.29M +$384K +6,378 +13%
PGFC
311
Peapack-Gladstone Financial Corp
New Jersey
$3.27M -$254K -4,222 -7%
Lido Advisors
312
Lido Advisors
California
$3.27M +$52.2K +867 +2%
SAG
313
SageView Advisory Group
California
$3.24M -$55K -913 -2%
Janus Henderson Group
314
Janus Henderson Group
United Kingdom
$3.23M +$103K +1,702 +3%
VWMG
315
Virginia Wealth Management Group
Virginia
$3.21M +$45.6K +757 +1%
AWM
316
Axxcess Wealth Management
California
$3.18M -$182K -3,023 -5%
SC
317
Sepio Capital
Utah
$3.16M -$165K -2,744 -5%
SF
318
Slagle Financial
Illinois
$3.15M +$141K +2,336 +5%
KRS
319
Kentucky Retirement Systems
Kentucky
$3.14M
PFS
320
Prospera Financial Services
Texas
$3.09M -$514K -8,537 -14%
CPBTD
321
Central Pacific Bank - Trust Division
Hawaii
$3.08M -$186K -3,094 -6%
FFA
322
Farther Finance Advisors
California
$3.08M +$1.51M +25,010 +91%
SWP
323
Stratos Wealth Partners
Ohio
$3.05M +$251K +4,166 +9%
EMPI
324
Elo Mutual Pension Insurance
Finland
$3.02M -$848K -14,081 -21%
RIL
325
Rothschild Investment LLC
Illinois
$3.01M -$6.69K -111 -0.2%