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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
OHWA
751
Oak Hill Wealth Advisors
Virginia
$511K -$37.6K -684 -7%
UAS
752
United Asset Strategies
New York
$507K -$428K -7,775 -46%
AFG
753
Atomi Financial Group
New York
$507K +$5.22K +95 +1%
LKIM
754
Lawson Kroeker Investment Management
Nebraska
$505K +$55K +1,000 +12%
QCM
755
QRG Capital Management
Illinois
$503K +$59.8K +1,087 +14%
USCWA
756
U.S. Capital Wealth Advisors
Texas
$500K -$72.7K -1,322 -13%
PFPT
757
Pinnacle Financial Partners (Tennessee)
Tennessee
$500K -$112K -2,031 -18%
IAS
758
Insigneo Advisory Services
Florida
$496K +$6.38K +116 +1%
RP
759
Rowlandmiller & Partners
Georgia
$494K +$13.8K +250 +3%
PPWP
760
Premier Path Wealth Partners
New Jersey
$493K +$19.5K +355 +4%
RG
761
Renaissance Group
Kentucky
$492K -$29.3K -533 -6%
1IA
762
1620 Investment Advisors
Massachusetts
$491K +$4.57K +83 +1%
MWM
763
Maridea Wealth Management
New York
$491K +$4.4K +80 +0.9%
HCP
764
Hardin Capital Partners
South Carolina
$491K +$3.69K +67 +0.8%
PCM
765
Pointe Capital Management
Michigan
$488K
FTC
766
Farmers Trust Company
Ohio
$487K +$132K +2,400 +38%
V
767
VeraBank
Texas
$486K
BC
768
Burney Company
Virginia
$485K
NFG
769
Nations Financial Group
Iowa
$485K +$550 +10 +0.1%
HFRG
770
Houlihan Financial Resource Group
Virginia
$484K +$440 +8 +0.1%
SHFA
771
SS&H Financial Advisors
Michigan
$482K -$24.8K -450 -5%
TPCW
772
TD Private Client Wealth
New York
$477K +$19.4K +352 +4%
DPW
773
DiNuzzo Private Wealth
Pennsylvania
$477K +$15.1K +275 +3%
CRI
774
Commonwealth Retirement Investments
Virginia
$475K -$11.1K -201 -2%
KTC
775
Kentucky Trust Company
Kentucky
$475K -$9.9K -180 -2%

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.