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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
17.57%
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
OF
801
Outfitter Financial
Maine
$440K -$31K -515 -6%
SWMG
802
Sard Wealth Management Group
Georgia
$439K +$60 +1 +0%
WA
803
Wealth Alliance
New York
$439K +$151K +2,502 +50%
FMWA
804
Forvis Mazars Wealth Advisors
Missouri
$436K -$25.4K -421 -5%
IAMOG
805
Investors Asset Management of Georgia
Georgia
$435K
FA
806
Fiduciary Alliance
South Carolina
$435K +$16.4K +272 +4%
CAM
807
Cidel Asset Management
Ontario, Canada
$434K
FNWM
808
Financial Network Wealth Management
Utah
$434K
VIM
809
Vista Investment Management
Pennsylvania
$434K -$446K -7,400 -50%
AA
810
Advisory Alpha
Michigan
$433K +$32.8K +545 +8%
MO
811
McMillan Office
Michigan
$433K +$445K +7,393 New
BIA
812
Beacon Investment Advisors
Maryland
$433K +$445K +7,386 New
1SB
813
1ST Source Bank
Indiana
$432K -$10.7K -177 -2%
LGG
814
Luts & Greenleigh Group
Maryland
$431K +$106K +1,762 +31%
LIM
815
Leavell Investment Management
Alabama
$430K -$10K -166 -2%
PCM
816
Pointe Capital Management
Michigan
$430K -$76K -1,262 -15%
CWM
817
Cornerstone Wealth Management
Missouri
$429K -$14.2K -235 -3%
BRWM
818
Blue Rock Wealth Management
North Carolina
$428K +$39.2K +651 +10%
APG
819
Abacus Planning Group
South Carolina
$425K +$40.5K +673 +10%
LIM
820
Longfellow Investment Management
Massachusetts
$424K -$404K -6,698 -48%
MAM
821
Mystic Asset Management
Rhode Island
$424K -$3.62K -60 -0.8%
ZCP
822
Z3 Capital Partners
Virginia
$423K +$435K +7,227 New
CRWM
823
Castle Rock Wealth Management
California
$422K +$10.7K +177 +3%
IRC
824
Investors Research Corp
Georgia
$422K -$3.98K -66 -0.9%
PWP
825
Private Wealth Partners
California
$422K +$9.34K +155 +2%