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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
SHFP
1001
Second Half Financial Partners
Florida
$253K -$3.52K -64 -1%
TBA
1002
Tower Bridge Advisors
Pennsylvania
$253K -$440 -8 -0.2%
LSA
1003
Lion Street Advisors
Texas
$252K +$770 +14 +0.3%
PFA
1004
Pure Financial Advisors
California
$251K +$15.3K +279 +7%
BONH
1005
Bank of New Hampshire
New Hampshire
$251K -$180K -3,275 -42%
IFG
1006
Independent Financial Group
California
$251K +$246K +4,468 New
AA
1007
Alta Advisers
United Kingdom
$250K +$245K +4,461 New
AP
1008
Aspect Partners
Virginia
$249K +$220 +4 +0.1%
PNC
1009
Park National Corp
Ohio
$245K +$6.88K +125 +3%
TF
1010
Tompkins Financial
New York
$245K
PWP
1011
Precedent Wealth Partners
Texas
$245K -$371K -6,739 -61%
TPI
1012
Trust Point Inc
Wisconsin
$245K -$88.6K -1,611 -27%
RFA
1013
Register Financial Advisors
Georgia
$244K +$1.93K +35 +0.8%
SIC
1014
Sterling Investment Counsel
New York
$244K +$13.8K +250 +6%
IB
1015
Intrust Bank
Kansas
$244K -$81.2K -1,477 -25%
JFL
1016
Jarislowsky, Fraser Ltd
Quebec, Canada
$243K -$127K -2,315 -35%
EW
1017
Evoke Wealth
California
$242K +$237K +4,318 New
CWA
1018
CJM Wealth Advisers
Virginia
$242K +$1.26K +23 +0.5%
P8IP
1019
Pier 88 Investment Partners
California
$242K
PWAM
1020
Pinnacle West Asset Management
Wyoming
$241K +$2.75K +50 +1%
RIP
1021
Reliant Investment Partners
North Carolina
$240K
CWM
1022
Cahaba Wealth Management
Georgia
$240K +$5.5K +100 +2%
NPFS
1023
Novak & Powell Financial Services
Florida
$239K +$1.87K +34 +0.8%
HWMO
1024
Heritage Wealth Management (Ohio)
Ohio
$237K
BS
1025
Banco Santander
Spain
$237K +$24.8K +451 +12%

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.