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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
HWAM
701
Hennion & Walsh Asset Management
New Jersey
$596K +$250K +4,142 +69%
CA
702
Commerzbank Aktiengesellschaft
Germany
$593K
EP
703
Essential Partners
California
$593K -$3.19K -53 -0.5%
Vontobel Holding
704
Vontobel Holding
Switzerland
$591K -$6.39K -106 -1%
SMC
705
Smith, Moore & Co
Missouri
$588K +$30.1K +500 +5%
DO
706
denkapparat Operations
Germany
$588K +$261K +4,332 +76%
PI
707
PFG Investments
New York
$586K -$1.76M -29,138 -74%
PWMAG
708
Pinnacle Wealth Management Advisory Group
New Jersey
$585K +$38.3K +636 +7%
PWC
709
Pathfinder Wealth Consulting
North Carolina
$585K +$601K +9,978 New
PWA
710
Phoenix Wealth Advisors
North Carolina
$583K -$4.76K -79 -0.8%
LOIM
711
Liberty One Investment Management
Illinois
$582K -$258K -4,287 -30%
FIA
712
Foundations Investment Advisors
Arizona
$579K +$71K +1,179 +14%
RT
713
Rockland Trust
Massachusetts
$578K +$74.7K +1,240 +14%
CAAS
714
Capital Asset Advisory Services
Michigan
$578K -$49.3K -818 -8%
SSG
715
Summit Securities Group
New York
$578K +$416K +6,897 +232%
EWA
716
EP Wealth Advisors
California
$574K +$590K +9,793 New
CG
717
Caprock Group
Idaho
$572K -$278K -4,611 -32%
BFA
718
Bragg Financial Advisors
North Carolina
$572K -$90.1K -1,495 -13%
HI
719
Harbour Investments
Wisconsin
$570K +$147K +2,440 +33%
FFP
720
FourThought Financial Partners
Florida
$568K +$42.5K +705 +8%
IFWM
721
Institute for Wealth Management
Colorado
$567K -$6.02K -100 -1%
RFA
722
Register Financial Advisors
Georgia
$564K +$153K +2,535 +36%
CAS
723
Coppell Advisory Solutions
Texas
$562K -$9.16K -152 -2%
HFS
724
Hughes Financial Services
Virginia
$559K +$57.2K +949 +11%
V
725
VeraBank
Texas
$558K -$10.2K -170 -2%