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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
PG
601
Patten Group
Tennessee
$842K -$4.95K -90 -0.6%
CCG
602
Ceeto Capital Group
Florida
$841K
HH
603
Hilltop Holdings
Texas
$834K +$111K +2,027 +16%
WCM
604
Whitener Capital Management
North Carolina
$834K +$13.6K +247 +2%
MSA
605
MUFG Securities Americas
New York
$834K +$136K +2,469 +20%
VIM
606
Vista Investment Management
Pennsylvania
$830K
CIC
607
Carnegie Investment Counsel
Ohio
$826K +$541K +9,833 +180%
JWM
608
Jeppson Wealth Management
California
$825K +$104K +1,888 +15%
CWS
609
Confluence Wealth Services
Pennsylvania
$824K +$236K +4,294 +38%
QC
610
Quadrature Capital
United Kingdom
$824K +$809K +14,700 New
SG
611
StoneX Group
New York
$823K -$125K -2,269 -13%
FBT
612
First Bank & Trust
South Dakota
$823K -$791K -14,382 -50%
EM
613
Excalibur Management
Massachusetts
$822K -$11.7K -212 -1%
CWP
614
Concord Wealth Partners
Virginia
$821K +$397K +7,220 +97%
FFL
615
Future Fund LLC
Illinois
$819K +$803K +14,607 New
HWA
616
Heritage Wealth Advisors
Virginia
$812K -$14.5K -263 -2%
UB
617
UMB Bank
Missouri
$809K -$157K -2,848 -16%
BP
618
Ballentine Partners
Massachusetts
$804K +$61.6K +1,120 +8%
SPA
619
Sherbrooke Park Advisers
New York
$800K +$484K +8,803 +161%
PCG
620
Prosperity Consulting Group
Maryland
$799K -$69.4K -1,262 -8%
CAMV
621
Concord Asset Management (Virginia)
Virginia
$798K +$466K +8,469 +130%
TWA
622
TCI Wealth Advisors
Arizona
$795K +$5.5K +100 +0.7%
CIC
623
Cornercap Investment Counsel
Georgia
$792K -$9.68K -176 -1%
MFP
624
Meridian Financial Partners
Virginia
$792K +$9.02K +164 +1%
MAS
625
Meeder Advisory Services
Ohio
$788K +$8.8K +160 +1%

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.