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Dominion Energy

1,404 hedge funds and large institutions have $37B invested in Dominion Energy in 2025 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 556 increasing their positions, 463 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $319M | Put options by funds: $150M

64% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 95

20% more repeat investments, than reductions

Existing positions increased: 556 | Existing positions reduced: 463

2% more funds holding

Funds holding: 1,3721,404 (+32)

5% more capital invested

Capital invested by funds: $35.4B → $37B (+$1.59B)

0.08% more ownership

Funds ownership: 77.29%77.38% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
1,404
Holders Change
+32
Holders Change %
+2.33%
% of All Funds
18.82%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
156
Increased
556
Reduced
463
Closed
95
Calls
$319M
Puts
$150M
Net Calls
+$169M
Net Calls Change
+$41.9M
Name Holding Trade Value Shares
Change
Change in
Stake
STA
576
Summit Trail Advisors
New York
$883K +$306K +5,557 +55%
ACIM
577
Azimuth Capital Investment Management
Michigan
$883K +$71.5K +1,300 +9%
CG
578
Caprock Group
Idaho
$882K +$216K +3,930 +33%
BAM
579
Belpointe Asset Management
Nevada
$881K +$334K +6,079 +63%
BEC
580
Blue Edge Capital
Virginia
$880K
FPAS
581
Focus Partners Advisor Solutions
Missouri
$878K +$317K +5,757 +58%
CF
582
Claris Financial
Virginia
$878K
HTC
583
Haverford Trust Company
Pennsylvania
$877K
GFA
584
Gallagher Fiduciary Advisors
Illinois
$870K +$489K +8,894 +134%
HIMC
585
Heritage Investors Management Corp
Maryland
$870K +$209K +3,800 +32%
JCM
586
Jacobi Capital Management
Pennsylvania
$870K +$27.6K +502 +3%
SFG
587
Sovereign Financial Group
Connecticut
$869K -$55.3K -1,005 -6%
VFA
588
Valeo Financial Advisors
Indiana
$868K +$3.41K +62 +0.4%
JFG
589
Jefferies Financial Group
New York
$867K +$850K +15,455 New
MFG
590
Merit Financial Group
Georgia
$865K +$177K +3,213 +26%
EWA
591
EP Wealth Advisors
California
$863K -$32.1K -584 -4%
WAP
592
Wealthcare Advisory Partners
Pennsylvania
$862K -$7.04K -128 -0.8%
CANC
593
Culbertson A N & Co
Virginia
$861K -$12.8K -232 -1%
DWT
594
Dorsey & Whitney Trust
South Dakota
$860K -$13.2K -240 -2%
VFP
595
Verus Financial Partners
Virginia
$858K +$1.59K +29 +0.2%
AF
596
Arrow Financial
New York
$853K -$15.8K -287 -2%
PS
597
Principal Securities
Iowa
$851K
EWA
598
Exencial Wealth Advisors
Oklahoma
$851K -$18.9K -343 -2%
SIG
599
Stonegate Investment Group
Alabama
$851K -$8.3K -151 -1%
PP
600
Prudential plc
United Kingdom
$844K

D Hedge Fund Activity: Q1 2025 in Review

1,404 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2025, worth a combined $37B — up 4.5% from $35.4B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new D positions and 95 closed out — a net gain of 61 holders — while 556 added to existing stakes and 463 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $219M. The largest seller was Diamond Hill Capital Management, cutting an estimated $223M.

  • 1,404 institutional investors held Dominion Energy (D) as of Q1 2025, up from 1,372 in Q4 2024.
  • Funds reported $37B of Dominion Energy stock for Q1 2025, up 4.5% quarter-over-quarter.
  • 156 funds opened new Dominion Energy positions in Q1 2025 and 95 closed out, a net change of +61 holders.
  • The largest Dominion Energy buyer in Q1 2025 was JP Morgan Chase, an estimated $219M added.
  • The largest Dominion Energy seller in Q1 2025 was Diamond Hill Capital Management, an estimated $223M sold.

Based on aggregated 13F filings for Q1 2025.