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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
CA
951
Continuum Advisory
Idaho
$296K +$13K +216 +4%
MWM
952
Manske Wealth Management
Texas
$295K -$5.78K -96 -2%
HAG
953
HF Advisory Group
Maryland
$295K -$6.02K -100 -2%
CAM
954
Cobblestone Asset Management
Virginia
$294K -$96.7K -1,605 -24%
IFG
955
Independent Financial Group
California
$294K +$1.26K +21 +0.4%
NB
956
Northwest Bancshares
Pennsylvania
$293K -$38K -630 -11%
LFA
957
Longview Financial Advisors
Alabama
$293K
CNBTD
958
Citizens National Bank Trust Department
Mississippi
$291K
SFGM
959
Stonebridge Financial Group (Missouri)
Missouri
$291K +$299K +4,962 New
AO
960
Advisor OS
Illinois
$291K +$29.3K +487 +11%
QIM
961
Quantitative Investment Management
Virginia
$288K +$297K +4,925 New
SCP
962
Sivia Capital Partners
California
$287K +$23K +381 +8%
CAM
963
Campion Asset Management
Virginia
$284K
TBFA
964
Three Bearings Fiduciary Advisors
New Hampshire
$284K +$284K +4,717 New
DAC
965
Dividend Assets Capital
South Carolina
$284K
ZIC
966
ZWJ Investment Counsel
Georgia
$283K -$4.52K -75 -2%
PWM
967
Pines Wealth Management
North Carolina
$282K +$13.3K +221 +5%
WAM
968
Wolverine Asset Management
Illinois
$281K
BIG
969
Brookwood Investment Group
Arizona
$280K -$118K -1,953 -29%
IPAM
970
Investment Partners Asset Management
New Jersey
$277K
PIM
971
Penobscot Investment Management
Massachusetts
$277K
UFF
972
USA Financial Formulas
Michigan
$276K +$187K +3,106 +194%
SCM
973
Shelton Capital Management
Colorado
$275K
GIA
974
Gladstone Institutional Advisory
Florida
$275K +$282K +4,687 New
ACI
975
Alpha Cubed Investments
California
$275K