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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
AIM
751
Advyzon Investment Management
Illinois
$512K +$301K +4,996 +134%
VSQM
752
V-Square Quantitative Management
Illinois
$512K -$166K -2,751 -24%
FTC
753
Farmers Trust Company
Ohio
$510K +$29.5K +490 +6%
HFRG
754
Houlihan Financial Resource Group
Virginia
$508K +$520K +8,636 New
AAG
755
Armstrong Advisory Group
Massachusetts
$508K -$21.2K -352 -4%
SS
756
SBI Securities
Japan
$503K +$119K +1,968 +30%
AWM
757
Adams Wealth Management
Utah
$502K +$5.6K +93 +1%
CI
758
CacheTech Inc
Utah
$502K +$5.6K +93 +1%
UAG
759
United Advisor Group
Ohio
$502K -$28.2K -468 -5%
NFG
760
Nations Financial Group
Iowa
$498K -$10.7K -177 -2%
SHFA
761
SS&H Financial Advisors
Michigan
$498K
EB
762
Eastern Bank
Massachusetts
$498K -$72.3K -1,200 -12%
AGA
763
Arkos Global Advisors
Texas
$496K -$137K -2,268 -21%
LWA
764
Lantern Wealth Advisors
New York
$495K +$25.1K +416 +5%
BW
765
BIP Wealth
Georgia
$492K +$506K +8,392 New
OHWP
766
Oak Harbor Wealth Partners
North Carolina
$488K -$54.8K -909 -10%
CFG
767
Citizens Financial Group
Rhode Island
$486K -$4.76K -79 -0.9%
RP
768
Rowlandmiller & Partners
Georgia
$484K -$54.2K -900 -10%
BCA
769
Bay Colony Advisors
Massachusetts
$483K +$296K +4,919 +148%
CAM
770
Cresset Asset Management
Illinois
$483K -$9.4K -156 -2%
CI
771
Cigna Investments
Connecticut
$480K
FNT
772
First National Trust
Pennsylvania
$480K -$17.8K -295 -3%
BRG
773
Bay Rivers Group
Virginia
$478K -$6.14K -102 -1%
SWK
774
Stephen W. Kidder
$478K
UAS
775
United Asset Strategies
New York
$477K -$15.8K -263 -3%