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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
1SB
801
1ST Source Bank
Indiana
$440K -$4.4K -80 -1%
AC
802
Apella Capital
Connecticut
$438K +$50.6K +920 +12%
RW
803
RVW Wealth
California
$438K +$4.95K +90 +1%
SM
804
Sciencast Management
New Jersey
$438K -$249K -4,526 -37%
FBT
805
First Bankers Trust
Kentucky
$438K +$164K +2,987 +62%
MGIA
806
Moneta Group Investment Advisors
Missouri
$437K +$12.5K +228 +3%
MA
807
Mutual Advisors
Nebraska
$436K -$147K -2,680 -25%
FMWA
808
Forvis Mazars Wealth Advisors
Missouri
$436K -$21.1K -384 -5%
CBT
809
Central Bank & Trust
Kentucky
$435K
DO
810
denkapparat Operations
Germany
$435K +$426K +7,752 New
MBTD
811
Mechanics Bank - Trust Department
California
$434K -$77K -1,400 -15%
CWM
812
Cornerstone Wealth Management
Missouri
$433K +$5.45K +99 +1%
FG
813
Fiduciary Group
Georgia
$432K -$31.5K -572 -7%
BHA
814
Beech Hill Advisors
New York
$432K
HAM
815
Harmony Asset Management
Arizona
$432K +$183K +3,321 +76%
IIA
816
ICW Investment Advisors
Arizona
$430K +$18.1K +329 +4%
JCFM
817
JBR Co Financial Management
Oklahoma
$430K
CFP
818
Catalyst Financial Partners
Massachusetts
$428K -$3.19K -58 -0.8%
MCM
819
Manchester Capital Management
Vermont
$427K -$11.5K -209 -3%
QWP
820
Quotient Wealth Partners
Texas
$427K +$2.15K +39 +0.5%
SRL
821
Scientech Research LLC
New Jersey
$424K +$416K +7,560 New
TWPM
822
Total Wealth Planning & Management
Florida
$423K +$10.4K +189 +3%
GWANC
823
Guardian Wealth Advisors (North Carolina)
North Carolina
$423K +$415K +7,537 New
SWMG
824
Sard Wealth Management Group
Georgia
$420K
AAS
825
Ameritas Advisory Services
Nebraska
$420K -$5.5K -100 -1%

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.