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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
LWM
676
LongView Wealth Management
Georgia
$652K +$3.79K +63 +0.6%
CFP
677
Catalyst Financial Partners
Massachusetts
$652K +$69.9K +1,160 +12%
IP
678
Indivisible Partners
Florida
$650K +$668K +11,094 New
GC
679
Grimes & Company
Massachusetts
$648K +$4.94K +82 +0.7%
Walleye Capital
680
Walleye Capital
New York
$648K +$259K +4,301 +64%
PCA
681
Pallas Capital Advisors
Massachusetts
$643K -$43K -713 -6%
BCA
682
Bay Capital Advisors
Virginia
$642K
ISL
683
Ingalls & Snyder LLC
New York
$640K
SGC
684
Slocum, Gordon & Co
Rhode Island
$638K +$656K +10,895 New
HAG
685
HighPoint Advisor Group
Illinois
$638K -$7.71K -128 -1%
CCM
686
Chickasaw Capital Management
Tennessee
$637K -$101K -1,672 -13%
SLI
687
Sumitomo Life Insurance
Japan
$637K +$7.35K +122 +1%
CIS
688
Capital International Sarl
California
$635K +$653K +10,841 New
WS
689
Wedbush Securities
California
$635K +$120K +1,989 +22%
CCT
690
Chemung Canal Trust
New York
$633K
WTC
691
WhitTier Trust Company
Nevada
$633K +$57.2K +950 +10%
MA
692
MONECO Advisors
Connecticut
$630K -$14.3K -238 -2%
AP
693
Advisortrust Partners
North Carolina
$625K +$643K +10,666 New
KFI
694
Key Financial Inc
Pennsylvania
$620K
GS
695
GWN Securities
Florida
$619K +$156K +2,590 +32%
JIC
696
Joel Isaacson & Co
New York
$615K +$4.04K +67 +0.6%
PT
697
Plimoth Trust
Massachusetts
$612K -$3.92K -65 -0.6%
IAS
698
Insigneo Advisory Services
Florida
$612K -$7.17K -119 -1%
FCP
699
Fidelis Capital Partners
Florida
$602K +$35.8K +594 +6%
USCWA
700
U.S. Capital Wealth Advisors
Texas
$601K +$47.4K +787 +8%