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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
WPC
526
Waters Parkerson & Co
Louisiana
$1.07M
KFGK
527
Keystone Financial Group (Kentucky)
Kentucky
$1.07M +$66.8K +1,108 +6%
MWM
528
Meridian Wealth Management
Kentucky
$1.07M +$358K +5,940 +48%
BHBT
529
Burke & Herbert Bank & Trust
Virginia
$1.05M -$83.7K -1,389 -7%
MAS
530
Meeder Advisory Services
Ohio
$1.05M +$202K +3,354 +23%
RC
531
RBO & Co
California
$1.05M
BPA
532
Beacon Pointe Advisors
California
$1.05M +$59.8K +993 +6%
FFL
533
Future Fund LLC
Illinois
$1.04M -$145K -2,415 -12%
SYBT
534
Stock Yards Bank & Trust
Kentucky
$1.03M -$38.4K -637 -4%
DWP
535
Daymark Wealth Partners
Ohio
$1.02M -$66.8K -1,109 -6%
EWM
536
Elmwood Wealth Management
California
$1.02M +$1.51K +25 +0.1%
VFA
537
Valeo Financial Advisors
Indiana
$1.02M -$43.8K -727 -4%
WIA
538
World Investment Advisors
California
$1.02M +$239K +3,959 +30%
ECM
539
Everence Capital Management
Indiana
$1.01M
AAB
540
ABN AMRO Bank
Netherlands
$1M -$55.1K -915 -5%
Walleye Trading
541
Walleye Trading
New York
$1M +$1.03M +17,113 New
SWM
542
Shelton Wealth Management
Texas
$1M +$86.8K +1,441 +9%
SWM
543
Salvus Wealth Management
New Jersey
$998K +$19.4K +322 +2%
CPCPP
544
Canada Post Corporation Pension Plan
Canada
$996K +$273K +4,530 +36%
LNWTC
545
Laird Norton Wetherby Trust Company
Washington
$994K +$1.02M +16,960 New
A
546
Allianz
Germany
$993K +$351K +5,820 +52%
AAS
547
Ameritas Advisory Services
Nebraska
$991K +$645K +10,709 +173%
CWG
548
Cornerstone Wealth Group
North Carolina
$987K +$4.4K +73 +0.4%
AC
549
AlphaCore Capital
California
$972K +$851K +14,119 +571%
JFG
550
Juno Financial Group
Virginia
$969K +$997K +16,543 New