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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
MCA
1026
MSH Capital Advisors
Arizona
$237K +$232K +4,225 New
NAMNJ
1027
NorthStar Asset Management (New Jersey)
New Jersey
$237K -$1.87K -34 -0.8%
CFS
1028
Commonwealth Financial Services
West Virginia
$236K +$385 +7 +0.2%
IIC
1029
Integrated Investment Consultants
Michigan
$236K +$232K +4,211 New
DJYG
1030
David J. Yvars Group
Florida
$236K -$4.79K -87 -2%
HBS
1031
Howard Bailey Securities
Indiana
$235K
BCM
1032
Boltwood Capital Management
California
$235K
ClearBridge Investments
1033
ClearBridge Investments
New York
$234K +$6.16K +112 +3%
NFG
1034
Nadler Financial Group
Illinois
$232K +$227K +4,132 New
IFWM
1035
Institute for Wealth Management
Colorado
$232K
IFS
1036
Ifrah Financial Services
Arkansas
$230K -$20K -364 -8%
SWA
1037
Sax Wealth Advisors
New Jersey
$229K +$225K +4,092 New
CIBC World Market
1038
CIBC World Market
Ontario, Canada
$229K -$3.81M -69,238 -94%
Luther King Capital Management (LKCM)
1039
Luther King Capital Management (LKCM)
Texas
$228K -$24.5K -446 -10%
FOFP
1040
Fee-Only Financial Planning
South Carolina
$228K
ONST
1041
Old North State Trust
North Carolina
$227K
AWAP
1042
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$227K -$8.25K -150 -4%
TP
1043
Tranquility Partners
Tennessee
$227K +$1.21K +22 +0.5%
I
1044
InceptionR
California
$227K +$222K +4,041 New
CAAM
1045
Cornerstone Advisors Asset Management
Pennsylvania
$226K +$221K +4,024 New
MA
1046
MKT Advisors
California
$225K
GIA
1047
Gateway Investment Advisers
Ohio
$225K +$220K +4,006 New
FCBT
1048
First Citizens Bank & Trust
North Carolina
$224K +$220K +3,996 New
PWA
1049
Physician Wealth Advisors
Utah
$223K +$1.16K +21 +0.5%
BWP
1050
Balboa Wealth Partners
Arizona
$223K +$219K +3,984 New

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.