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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
M1FG
826
Mach-1 Financial Group
Arkansas
$419K +$431K +7,159 New
Envestnet Portfolio Solutions
827
Envestnet Portfolio Solutions
Illinois
$417K +$26.5K +440 +7%
NL
828
NWAM LLC
Washington
$417K -$390K -6,470 -48%
SS
829
Sunbelt Securities
Texas
$416K -$25.6K -425 -6%
FG
830
Fiduciary Group
Georgia
$415K -$20.8K -345 -5%
TWP
831
Triad Wealth Partners
Kansas
$414K +$31.4K +522 +8%
SA
832
Sovran Advisors
California
$414K +$8.98K +149 +2%
SFO
833
Stokes Family Office
Louisiana
$410K -$1.21K -20 -0.3%
CDWM
834
Campbell Deegan Wealth Management
Virginia
$409K -$3.67K -61 -0.9%
PAM
835
Panagora Asset Management
Massachusetts
$406K
SFG
836
SevenBridge Financial Group
Pennsylvania
$403K +$84.1K +1,396 +26%
ACM
837
AlphaStar Capital Management
North Carolina
$403K -$165K -2,740 -28%
CWM
838
Centurion Wealth Management
Virginia
$399K -$1.75K -29 -0.4%
JSW
839
Journey Strategic Wealth
New Jersey
$398K +$12.8K +212 +3%
CW
840
CreativeOne Wealth
Kansas
$398K +$88.1K +1,463 +27%
HAM
841
Harmony Asset Management
Arizona
$394K -$49.9K -829 -11%
FFM
842
Forum Financial Management
Illinois
$394K +$69.3K +1,151 +21%
ESBC
843
E.S. Barr & Co
Kentucky
$391K +$402K +6,667 New
CAL
844
Capital Analysts LLC
Pennsylvania
$390K +$9.46K +157 +2%
PE
845
PCM Encore
Colorado
$389K +$400K +6,645 New
JIP
846
Jaffetilchin Investment Partners
Florida
$389K -$56.9K -944 -12%
FCAS
847
First Command Advisory Services
Texas
$387K -$21.4K -356 -5%
MWC
848
MBM Wealth Consultants
Missouri
$386K +$396K +6,581 New
CA
849
Cornerstone Advisory
Maryland
$385K -$25.8K -428 -6%
BB
850
Busey Bank
Illinois
$385K -$14.5K -240 -4%