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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
LWM
701
LongView Wealth Management
Georgia
$609K -$55 -1 -0%
SWA
702
Stratos Wealth Advisors
Ohio
$609K -$660 -12 -0.1%
GC
703
Grimes & Company
Massachusetts
$608K +$10.1K +183 +2%
CCT
704
Chemung Canal Trust
New York
$608K -$44.5K -809 -7%
RIG
705
RiverFront Investment Group
Virginia
$606K +$51.4K +934 +9%
IA
706
Inspire Advisors
Idaho
$605K +$593K +10,788 New
PAI
707
Pittenger & Anderson Inc
Nebraska
$603K +$193K +3,500 +48%
FIA
708
Foundations Investment Advisors
Arizona
$602K -$56.2K -1,022 -9%
CAAS
709
Capital Asset Advisory Services
Michigan
$600K +$52.1K +948 +10%
MPPLM
710
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$599K +$1.87K +34 +0.3%
RBWA
711
RFG - Bristol Wealth Advisors
Massachusetts
$598K +$165 +3 +0%
KFI
712
Key Financial Inc
Pennsylvania
$594K
SAM
713
Strive Asset Management
Ohio
$594K -$43.2K -785 -7%
TSWM
714
Triangle Securities Wealth Management
North Carolina
$593K +$64.8K +1,178 +13%
NAM
715
NTV Asset Management
West Virginia
$592K -$39.1K -711 -6%
AA
716
Ancora Advisors
Ohio
$583K -$3.46K -63 -0.6%
BIG
717
Brooklyn Investment Group
New York
$581K +$7.04K +128 +1%
JIC
718
Joel Isaacson & Co
New York
$578K -$61.8K -1,124 -10%
WTC
719
WhitTier Trust Company
Nevada
$577K +$32.5K +590 +6%
HT
720
Heritage Trust
Oklahoma
$572K -$165 -3 -0%
CWA
721
Centennial Wealth Advisory
Michigan
$571K +$90.9K +1,653 +19%
CAU
722
Caxton Associates (UK)
$569K +$558K +10,148 New
BEI
723
Benjamin Edwards Inc
Missouri
$569K -$23.2K -422 -4%
PWA
724
Phoenix Wealth Advisors
North Carolina
$569K +$2.48K +45 +0.4%
CA
725
Commerzbank Aktiengesellschaft
Germany
$568K

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.