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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
SLWA
676
San Luis Wealth Advisors
California
$664K -$154K -2,793 -19%
ISL
677
Ingalls & Snyder LLC
New York
$664K -$6.38K -116 -1%
SLI
678
Sumitomo Life Insurance
Japan
$660K +$8.2K +149 +1%
VIP
679
Vista Investment Partners
Oklahoma
$656K -$78.4K -1,426 -11%
ACM
680
Adalta Capital Management
New York
$656K
VSQM
681
V-Square Quantitative Management
Illinois
$651K -$31.5K -572 -5%
BWFA
682
Baltimore-Washington Financial Advisors
Maryland
$651K -$1.49K -27 -0.2%
PCA
683
Pallas Capital Advisors
Massachusetts
$650K +$638K +11,599 New
HI
684
Hendershot Investments
Virginia
$649K +$9.63K +175 +2%
CT
685
Caldwell Trust
Florida
$646K
CAG
686
Csenge Advisory Group
Florida
$646K +$5.67K +103 +0.9%
SCM
687
SCS Capital Management
Massachusetts
$642K +$630K +11,455 New
BF
688
BOK Financial
Oklahoma
$632K -$33K -600 -5%
GT
689
Glenview Trust
Kentucky
$631K +$68.8K +1,251 +13%
AIM
690
Anchor Investment Management
South Carolina
$628K +$110 +2 +0%
CAMG
691
CWA Asset Management Group
Florida
$628K +$4.46K +81 +0.7%
GIC
692
Generali Investments CEE
Czech Republic
$628K
SFS
693
Sharp Financial Services
Pennsylvania
$625K +$33.2K +604 +6%
4WM
694
44 Wealth Management
Oregon
$616K +$5.28K +96 +0.9%
SWP
695
Sagespring Wealth Partners
Tennessee
$615K +$71.1K +1,293 +13%
PT
696
Plimoth Trust
Massachusetts
$615K -$14.8K -270 -2%
BCA
697
Bay Capital Advisors
Virginia
$614K -$131K -2,387 -18%
CFB
698
Cullen/Frost Bankers
Texas
$613K +$18.4K +335 +3%
Envestnet Portfolio Solutions
699
Envestnet Portfolio Solutions
Illinois
$610K -$764K -13,890 -56%
LW
700
Linscomb Wealth
Texas
$609K -$69.5K -1,264 -10%

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.