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Dominion Energy

1,419 hedge funds and large institutions have $42.3B invested in Dominion Energy in 2025 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 532 increasing their positions, 508 reducing their positions, and 107 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: 532 | Existing positions reduced: 508

1% less capital invested

Capital invested by funds: $42.6B → $42.3B (-$314M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
1,419
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
$363M
Puts
$175M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1001
CJM Wealth Advisers
Virginia
$251K
SWGC
1002
Summit Wealth Group (Colorado)
Colorado
$251K
NPFS
1003
Novak & Powell Financial Services
Florida
$251K
ST
1004
Somerset Trust
Pennsylvania
$251K
HBS
1005
Howard Bailey Securities
Indiana
$250K
NAG
1006
Northstar Advisory Group
New Jersey
$250K
MYAM
1007
Meiji Yasuda Asset Management
Japan
$250K
DT
1008
Diversified Trust
Tennessee
$250K
TWML
1009
THRYVE WEALTH MANAGEMENT LLC
Texas
$249K
PP
1010
PDS Planning
Ohio
$248K
RIP
1011
Reliant Investment Partners
North Carolina
$248K
IF
1012
Intrua Financial
Texas
$248K
FUBT
1013
First United Bank & Trust
Maryland
$243K
PWAM
1014
Pinnacle West Asset Management
Wyoming
$243K
AWAP
1015
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$242K
EPW
1016
Evolve Private Wealth
California
$242K
NFG
1017
Nadler Financial Group
Illinois
$242K
AF
1018
Advisornet Financial
Minnesota
$241K
BCM
1019
Boltwood Capital Management
California
$241K
WI
1020
Westbourne Investments
Virginia
$240K
MCA
1021
MSH Capital Advisors
Arizona
$240K
Luther King Capital Management (LKCM)
1022
Luther King Capital Management (LKCM)
Texas
$238K
FOFP
1023
Fee-Only Financial Planning
South Carolina
$238K
SCM
1024
SOL Capital Management
Maryland
$237K
MCM
1025
Magnolia Capital Management
New York
$237K