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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
VCM
851
Voleon Capital Management
California
$384K -$888K -14,742 -69%
HFS
852
Hantz Financial Services
Michigan
$384K -$11.3K -187 -3%
TCMP
853
Thrive Capital Management (Pennsylvania)
Pennsylvania
$384K +$7.59K +126 +2%
OFP
854
OLIO Financial Planning
Virginia
$383K +$3.86K +64 +1%
AFT
855
Alpha Family Trust
California
$383K
AWM
856
Aprio Wealth Management
Georgia
$381K +$36.4K +604 +10%
I
857
InceptionR
California
$379K +$390K +6,470 New
EWA
858
EverSource Wealth Advisors
Alabama
$378K -$21.4K -356 -5%
XWM
859
Xcel Wealth Management
Florida
$376K +$387K +6,417 New
WAM
860
Walker Asset Management
Missouri
$376K +$16.3K +270 +4%
SGAM
861
Smith Group Asset Management
Texas
$375K
MGIA
862
Moneta Group Investment Advisors
Missouri
$375K -$54.8K -910 -12%
JIC
863
Johnson Investment Counsel
Ohio
$370K -$2.83K -47 -0.7%
AA
864
Ancora Advisors
Ohio
$367K -$57K -946 -13%
IPWA
865
International Private Wealth Advisors
California
$367K -$1.08K -18 -0.3%
MA
866
Montag & Associates
Georgia
$366K +$19.9K +330 +6%
EWM
867
Evermay Wealth Management
Virginia
$365K
QWP
868
Quotient Wealth Partners
Texas
$364K -$27.1K -450 -7%
SIC
869
Salem Investment Counselors
North Carolina
$364K +$1.21K +20 +0.3%
RA
870
RFG Advisory
Alabama
$364K -$13.3K -220 -3%
HI
871
Hudock Inc
Pennsylvania
$364K -$60 -1 -0%
TCA
872
Transcend Capital Advisors
New Jersey
$363K -$45.7K -758 -11%
NP
873
Nilsine Partners
Colorado
$363K -$26K -431 -7%
Members Trust
874
Members Trust
Florida
$361K -$170K -2,820 -31%
FWP
875
Firethorn Wealth Partners
Georgia
$361K +$17.6K +292 +5%