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Dominion Energy

1,432 hedge funds and large institutions have $42.5B invested in Dominion Energy in 2025 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 535 increasing their positions, 510 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

5% more repeat investments, than reductions

Existing positions increased: 535 | Existing positions reduced: 510

0% less capital invested

Capital invested by funds: $42.6B → $42.5B (-$151M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
1,432
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$365M
Puts
$176M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFT
851
Alpha Family Trust
California
$383K
AWM
852
Aprio Wealth Management
Georgia
$381K
I
853
InceptionR
California
$379K
EWA
854
EverSource Wealth Advisors
Alabama
$378K
XWM
855
Xcel Wealth Management
Florida
$376K
WAM
856
Walker Asset Management
Missouri
$376K
SGAM
857
Smith Group Asset Management
Texas
$375K
MGIA
858
Moneta Group Investment Advisors
Missouri
$375K
JIC
859
Johnson Investment Counsel
Ohio
$370K
AA
860
Ancora Advisors
Ohio
$367K
IPWA
861
International Private Wealth Advisors
California
$367K
MA
862
Montag & Associates
Georgia
$366K
EWM
863
Evermay Wealth Management
Virginia
$365K
QWP
864
Quotient Wealth Partners
Texas
$364K
SIC
865
Salem Investment Counselors
North Carolina
$364K
RA
866
RFG Advisory
Alabama
$364K
HI
867
Hudock Inc
Pennsylvania
$364K
TCA
868
Transcend Capital Advisors
New Jersey
$363K
NP
869
Nilsine Partners
Colorado
$363K
Members Trust
870
Members Trust
Florida
$361K
FWP
871
Firethorn Wealth Partners
Georgia
$361K
RBC
872
Romano Brothers & Co
Illinois
$359K
AWM
873
Angeles Wealth Management
California
$359K
VCWA
874
Vanguard Capital Wealth Advisors
Colorado
$357K
PCS
875
Private Client Services
Kentucky
$357K