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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
Baird Financial Group
351
Baird Financial Group
Wisconsin
$2.4M +$215K +3,566 +10%
VI
352
Vestcor Inc
New Brunswick, Canada
$2.38M
CAM
353
Carret Asset Management
New York
$2.38M -$43.3K -719 -2%
MHI
354
Miller Howard Investments
New York
$2.37M +$176K +2,926 +8%
AMG
355
Advisors Management Group
Wisconsin
$2.35M -$569K -9,442 -19%
BHA
356
Beech Hill Advisors
New York
$2.34M +$1.97M +32,775 +455%
SCP
357
Stamos Capital Partners
California
$2.32M +$559K +9,279 +31%
NMERB
358
New Mexico Educational Retirement Board
New Mexico
$2.31M +$48.2K +800 +2%
FTWA
359
Fifth Third Wealth Advisors
Ohio
$2.31M +$20.3K +337 +0.9%
DGM
360
Delta Global Management
New York
$2.3M +$2.37M +39,341 New
XF
361
XML Financial
Maryland
$2.3M -$156K -2,595 -6%
TMAM
362
Tokio Marine Asset Management
Japan
$2.3M +$9.82K +163 +0.4%
TIAA Trust, National Association
363
TIAA Trust, National Association
North Carolina
$2.3M +$72.2K +1,199 +3%
KWM
364
Kassira Wealth Management
Tennessee
$2.29M +$251K +4,170 +12%
RAM
365
Redmond Asset Management
Virginia
$2.26M +$286K +4,742 +14%
WSFS
366
Wilmington Savings Fund Society
Delaware
$2.24M +$30K +498 +1%
FNFDCM
367
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.23M +$5.96K +99 +0.3%
ITC
368
Inspire Trust Company
Nevada
$2.23M +$422K +7,000 +23%
EFG
369
Ethos Financial Group
Pennsylvania
$2.21M -$115K -1,905 -5%
GWA
370
Gratus Wealth Advisors
Virginia
$2.19M -$112K -1,858 -5%
CGH
371
Crossmark Global Holdings
Texas
$2.19M +$275K +4,572 +14%
UCFA
372
United Capital Financial Advisors
Texas
$2.18M +$150K +2,496 +7%
PP
373
Patten & Patten
Tennessee
$2.18M +$226K +3,746 +11%
CAMG
374
CWA Asset Management Group
Florida
$2.17M +$1.47M +24,376 +192%
VRM
375
Vectors Research Management
New York
$2.16M -$82.4K -1,367 -4%