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Dominion Energy

1,404 hedge funds and large institutions have $37B invested in Dominion Energy in 2025 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 556 increasing their positions, 463 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $319M | Put options by funds: $150M

64% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 95

20% more repeat investments, than reductions

Existing positions increased: 556 | Existing positions reduced: 463

2% more funds holding

Funds holding: 1,3721,404 (+32)

5% more capital invested

Capital invested by funds: $35.4B → $37B (+$1.59B)

0.08% more ownership

Funds ownership: 77.29%77.38% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
1,404
Holders Change
+32
Holders Change %
+2.33%
% of All Funds
18.82%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
156
Increased
556
Reduced
463
Closed
95
Calls
$319M
Puts
$150M
Net Calls
+$169M
Net Calls Change
+$41.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
901
Salem Investment Counselors
North Carolina
$335K -$14K -255 -4%
FSA
902
Financial Sense Advisors
California
$334K +$328K +5,961 New
WQ
903
Wealth Quarterback
New Jersey
$334K +$5.39K +98 +2%
CI
904
CX Institutional
Indiana
$333K +$44.1K +802 +16%
CSC
905
Caldwell Sutter Capital
California
$333K -$9.29K -169 -3%
FFA
906
Fragasso Financial Advisors
Pennsylvania
$331K -$51.9K -944 -14%
TDC
907
Thompson Davis & Co
Virginia
$329K +$28.4K +516 +10%
OFP
908
OLIO Financial Planning
Virginia
$329K +$1.81K +33 +0.6%
4WM
909
49 Wealth Management
Texas
$328K +$322K +5,858 New
MF
910
Magnetar Financial
Illinois
$328K +$322K +5,846 New
NB
911
Northwest Bancshares
Pennsylvania
$327K
AL
912
Aspiriant LLC
California
$326K +$3.74K +68 +1%
LGG
913
Luts & Greenleigh Group
Maryland
$325K -$825 -15 -0.3%
SSWM
914
Sheets Smith Wealth Management
North Carolina
$324K -$9.35K -170 -3%
ST
915
Smithfield Trust
Pennsylvania
$324K -$5.5K -100 -2%
FNBTCON
916
First National Bank & Trust Co of Newtown
Pennsylvania
$323K
LA
917
Legacy Advisors
Pennsylvania
$322K +$93.2K +1,694 +42%
NAG
918
Northstar Advisory Group
New Jersey
$322K +$9.9K +180 +3%
ECM
919
Evergreen Capital Management
Washington
$322K +$48.4K +880 +18%
RCAG
920
Rehmann Capital Advisory Group
Michigan
$321K +$35.7K +649 +13%
ATC
921
Adirondack Trust Company
New York
$318K -$39.5K -719 -11%
PVI
922
Pine Valley Investments
New Jersey
$317K -$91.7K -1,667 -23%
UAG
923
United Advisor Group
Ohio
$317K -$173K -3,140 -36%
MM
924
MQS Management
New York
$317K +$311K +5,657 New
CCA
925
Checchi Capital Advisers
California
$316K +$42.2K +767 +16%

D Hedge Fund Activity: Q1 2025 in Review

1,404 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2025, worth a combined $37B — up 4.5% from $35.4B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new D positions and 95 closed out — a net gain of 61 holders — while 556 added to existing stakes and 463 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $219M. The largest seller was Diamond Hill Capital Management, cutting an estimated $223M.

  • 1,404 institutional investors held Dominion Energy (D) as of Q1 2025, up from 1,372 in Q4 2024.
  • Funds reported $37B of Dominion Energy stock for Q1 2025, up 4.5% quarter-over-quarter.
  • 156 funds opened new Dominion Energy positions in Q1 2025 and 95 closed out, a net change of +61 holders.
  • The largest Dominion Energy buyer in Q1 2025 was JP Morgan Chase, an estimated $219M added.
  • The largest Dominion Energy seller in Q1 2025 was Diamond Hill Capital Management, an estimated $223M sold.

Based on aggregated 13F filings for Q1 2025.