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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
HAS
576
HBW Advisory Services
California
$897K +$110K +1,831 +14%
MOS
577
MGO One Seven
Ohio
$897K +$47.2K +784 +5%
KP
578
Keel Point
Alabama
$895K -$11.8K -196 -1%
JCM
579
Jacobi Capital Management
Pennsylvania
$893K -$19.4K -322 -2%
BF
580
BOK Financial
Oklahoma
$892K -$172K -2,848 -16%
FNBT
581
FineMark National Bank & Trust
Florida
$891K -$9.94K -165 -1%
PG
582
Patten Group
Tennessee
$891K -$13.7K -228 -1%
DAS
583
Diversify Advisory Services
Utah
$889K +$85.4K +1,418 +11%
JWM
584
Jeppson Wealth Management
California
$886K
RIG
585
RiverFront Investment Group
Virginia
$881K +$58.1K +964 +7%
LP
586
LMR Partners
United Kingdom
$881K +$906K +15,032 New
CT
587
Caldwell Trust
Florida
$879K
CCG
588
Ceeto Capital Group
Florida
$879K
MG
589
Marex Group
$879K -$904K -14,998 -50%
PWW
590
Pettyjohn Wood & White
Virginia
$879K -$194K -3,216 -18%
MCB
591
Morton Community Bank
Illinois
$873K -$2.32M -38,562 -73%
HT
592
Heritage Trust
Oklahoma
$871K +$196K +3,255 +28%
SWP
593
Sagespring Wealth Partners
Tennessee
$861K +$36.1K +600 +4%
HW
594
Hamilton Wealth
California
$857K +$17.6K +292 +2%
AA
595
Armis Advisers
Georgia
$856K +$184K +3,052 +27%
HWA
596
Heritage Wealth Advisors
Virginia
$852K +$1.21K +20 +0.1%
FMII
597
Farmers & Merchants Investments Inc
Nebraska
$851K -$6.63K -110 -0.8%
MFP
598
Meridian Financial Partners
Virginia
$848K -$13K -215 -2%
HSA
599
HBK Sorce Advisory
Pennsylvania
$847K +$183K +3,033 +29%
SC
600
Scotia Capital
Ontario, Canada
$846K -$205K -3,409 -19%