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Dominion Energy

1,390 hedge funds and large institutions have $36.4B invested in Dominion Energy in 2025 Q1 according to their latest regulatory filings, with 155 funds opening new positions, 553 increasing their positions, 456 reducing their positions, and 93 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $35.3B → $36.4B (+$1.08B)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.98% less ownership

Funds ownership: 77.21%76.23% (-0.98%)

Holders
1,390
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$319M
Puts
$150M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
1026
Nadler Financial Group
Illinois
$232K
IFWM
1027
Institute for Wealth Management
Colorado
$232K
IFS
1028
Ifrah Financial Services
Arkansas
$230K
SWA
1029
Sax Wealth Advisors
New Jersey
$229K
CIBC World Market
1030
CIBC World Market
Ontario, Canada
$229K
Luther King Capital Management (LKCM)
1031
Luther King Capital Management (LKCM)
Texas
$228K
FOFP
1032
Fee-Only Financial Planning
South Carolina
$228K
ONST
1033
Old North State Trust
North Carolina
$227K
AWAP
1034
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$227K
TP
1035
Tranquility Partners
Tennessee
$227K
I
1036
InceptionR
California
$227K
CAAM
1037
Cornerstone Advisors Asset Management
Pennsylvania
$226K
MA
1038
MKT Advisors
California
$225K
GIA
1039
Gateway Investment Advisers
Ohio
$225K
FCBT
1040
First Citizens Bank & Trust
North Carolina
$224K
PWA
1041
Physician Wealth Advisors
Utah
$223K
BWP
1042
Balboa Wealth Partners
Arizona
$223K
CPIG
1043
Chicago Partners Investment Group
Illinois
$223K
ES
1044
Eagle Strategies
New York
$223K
FFM
1045
Forum Financial Management
Illinois
$222K
HBWM
1046
Hollow Brook Wealth Management
New York
$221K
AIA
1047
Armor Investment Advisors
North Carolina
$221K
FWCM
1048
Ferguson Wellman Capital Management
Oregon
$221K
First Eagle Investment Management
1049
First Eagle Investment Management
New York
$221K
BI
1050
Ballast Inc
Kentucky
$221K