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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
SF
726
Summit Financial
New Jersey
$558K +$95.8K +1,591 +20%
MWM
727
Maridea Wealth Management
New York
$558K +$30K +498 +6%
BA
728
Bridgewater Associates
Connecticut
$553K -$502K -8,336 -47%
PFGIA
729
Patriot Financial Group Insurance Agency
Massachusetts
$552K +$568K +9,428 New
SEIA
730
Signature Estate & Investment Advisors
California
$543K +$81K +1,344 +17%
LFA
731
Legacy Financial Advisors
Kentucky
$542K -$68.4K -1,136 -11%
1IA
732
1620 Investment Advisors
Massachusetts
$534K
HCP
733
Hardin Capital Partners
South Carolina
$534K +$44.3K +735 +9%
SMA
734
Sage Mountain Advisors
Georgia
$534K +$549K +9,118 New
TSWM
735
Triangle Securities Wealth Management
North Carolina
$534K +$60 +1 +0%
FFA
736
Fragasso Financial Advisors
Pennsylvania
$534K -$3.73K -62 -0.7%
CIC
737
Carnegie Investment Counsel
Ohio
$534K -$21.6K -358 -4%
CFB
738
Cullen/Frost Bankers
Texas
$532K +$8.01K +133 +1%
CI
739
CX Institutional
Indiana
$527K -$89K -1,477 -14%
WQ
740
Wealth Quarterback
New Jersey
$525K +$52.7K +874 +11%
FAMI
741
Fideuram Asset Management (Ireland)
$524K +$556K +9,224 New
PPWP
742
Premier Path Wealth Partners
New Jersey
$523K +$4.22K +70 +0.8%
CFG
743
Chapman Financial Group
Hawaii
$522K -$6.02K -100 -1%
MWM
744
Modera Wealth Management
New Jersey
$520K -$43.9K -728 -8%
AM
745
AGF Management
Ontario, Canada
$520K +$3.49K +58 +0.7%
FLFS
746
Family Legacy Financial Solutions
North Carolina
$520K +$56.3K +935 +12%
PSB
747
Passumpsic Savings Bank
Vermont
$517K +$532K +8,828 New
SWA
748
Sax Wealth Advisors
New Jersey
$516K +$96K +1,594 +22%
DPW
749
DiNuzzo Private Wealth
Pennsylvania
$515K +$11.7K +194 +2%
CP
750
Camelot Portfolios
Ohio
$512K -$2.05K -34 -0.4%