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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
RBC
876
Romano Brothers & Co
Illinois
$359K
AWM
877
Angeles Wealth Management
California
$359K +$369K +6,127 New
VCWA
878
Vanguard Capital Wealth Advisors
Colorado
$357K -$313K -5,200 -46%
PCS
879
Private Client Services
Kentucky
$357K +$181 +3 +0%
IA
880
IFG Advisory
Georgia
$357K +$33.8K +561 +10%
CG
881
Curat Global
New Hampshire
$355K
TIP
882
Tandem Investment Partners
New Jersey
$355K -$72.6K -1,205 -17%
CCG
883
Cypress Capital Group
Florida
$352K
HFAS
884
Hummer Financial Advisory Services
Illinois
$352K
AMBIA
885
Allen Mooney & Barnes Investment Advisors
Georgia
$350K
LW
886
Linscomb Wealth
Texas
$349K -$83.8K -1,391 -19%
SAM
887
S.A. Mason
Michigan
$349K +$181K +3,000 +102%
JCFM
888
JBR Co Financial Management
Oklahoma
$348K -$75.3K -1,250 -17%
PCM
889
Parsons Capital Management
Rhode Island
$343K -$65.1K -1,080 -16%
SWA
890
SFMG Wealth Advisors
Texas
$343K +$30.3K +503 +9%
PFA
891
Pure Financial Advisors
California
$343K -$72.3K -1,200 -17%
DJSG
892
D.J. St. Germain
Massachusetts
$341K -$9.04K -150 -3%
SFS
893
Sharp Financial Services
Pennsylvania
$341K +$107K +1,771 +44%
WF
894
Warner Financial
Maryland
$341K
UBV
895
United Bank (Virginia)
Virginia
$340K -$25.5K -423 -7%
BMWM
896
Brown Miller Wealth Management
Virginia
$339K +$9.1K +151 +3%
CM
897
Capital Management
Virginia
$339K
KA
898
Kovack Advisors
Florida
$338K -$29.7K -493 -8%
EFG
899
Everhart Financial Group
Ohio
$338K +$38.9K +645 +13%
MFG
900
MidWestOne Financial Group
Iowa
$335K