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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
IWB
551
Innovative Wealth Building
Maryland
$965K -$9.34K -155 -0.9%
EI
552
Ethic Inc
New York
$964K +$81.5K +1,352 +9%
TAFW
553
Tred Avon Family Wealth
Maryland
$962K -$27.6K -458 -3%
FFB
554
First Financial Bankshares
Texas
$960K -$9.22K -153 -0.9%
TCOV
555
Trust Company of Vermont
Vermont
$954K +$38.6K +641 +4%
PFSC
556
Peoples Financial Services Corp
Pennsylvania
$954K -$99.5K -1,651 -9%
CFO
557
Callan Family Office
Pennsylvania
$952K +$321K +5,324 +49%
CA
558
CoreCap Advisors
Michigan
$950K +$65.4K +1,086 +7%
ECA
559
Elevated Capital Advisors
Utah
$944K +$14.9K +248 +2%
TRCT
560
Tower Research Capital (TRC)
New York
$929K -$220K -3,657 -19%
Bessemer Group
561
Bessemer Group
New Jersey
$927K +$64.2K +1,066 +7%
GT
562
Glenview Trust
Kentucky
$925K +$116K +1,921 +14%
SG
563
StoneX Group
New York
$920K -$40.1K -665 -4%
BEC
564
Blue Edge Capital
Virginia
$920K
EFS
565
Essex Financial Services
Connecticut
$919K +$43.1K +715 +5%
CF
566
Claris Financial
Virginia
$919K -$4.82K -80 -0.5%
SLWA
567
San Luis Wealth Advisors
California
$916K +$151K +2,508 +19%
EWA
568
Exencial Wealth Advisors
Oklahoma
$913K +$15.4K +256 +2%
WCM
569
Whitener Capital Management
North Carolina
$908K
DZ Bank
570
DZ Bank
Germany
$907K
GCM
571
Graham Capital Management
Connecticut
$905K -$4.21M -69,946 -82%
CP
572
Cornerstone Planning
North Carolina
$904K +$925K +15,351 New
HTC
573
Haverford Trust Company
Pennsylvania
$904K +$3.62K +60 +0.4%
AWC
574
Abundance Wealth Counselors
Pennsylvania
$903K +$929K +15,417 New
EM
575
Excalibur Management
Massachusetts
$900K +$58.9K +978 +7%