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Dominion Energy

1,419 hedge funds and large institutions have $42.3B invested in Dominion Energy in 2025 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 532 increasing their positions, 508 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

5% more repeat investments, than reductions

Existing positions increased: 532 | Existing positions reduced: 508

1% less capital invested

Capital invested by funds: $42.6B → $42.3B (-$314M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
1,419
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$363M
Puts
$175M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
701
Pinnacle Wealth Management Advisory Group
New Jersey
$585K
PWC
702
Pathfinder Wealth Consulting
North Carolina
$585K
PWA
703
Phoenix Wealth Advisors
North Carolina
$583K
LOIM
704
Liberty One Investment Management
Illinois
$582K
FIA
705
Foundations Investment Advisors
Arizona
$579K
RT
706
Rockland Trust
Massachusetts
$578K
CAAS
707
Capital Asset Advisory Services
Michigan
$578K
SSG
708
Summit Securities Group
New York
$578K
EWA
709
EP Wealth Advisors
California
$574K
CG
710
Caprock Group
Idaho
$572K
BFA
711
Bragg Financial Advisors
North Carolina
$572K
HI
712
Harbour Investments
Wisconsin
$570K
FFP
713
FourThought Financial Partners
Florida
$568K
IFWM
714
Institute for Wealth Management
Colorado
$567K
RFA
715
Register Financial Advisors
Georgia
$564K
CAS
716
Coppell Advisory Solutions
Texas
$562K
HFS
717
Hughes Financial Services
Virginia
$559K
V
718
VeraBank
Texas
$558K
SF
719
Summit Financial
New Jersey
$558K
MWM
720
Maridea Wealth Management
New York
$558K
BA
721
Bridgewater Associates
Connecticut
$553K
PFGIA
722
Patriot Financial Group Insurance Agency
Massachusetts
$552K
SEIA
723
Signature Estate & Investment Advisors
California
$543K
LFA
724
Legacy Financial Advisors
Kentucky
$542K
1IA
725
1620 Investment Advisors
Massachusetts
$534K