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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
17.58%
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
AWAP
1026
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$242K
EPW
1027
Evolve Private Wealth
California
$242K +$249K +4,133 New
NFG
1028
Nadler Financial Group
Illinois
$242K
AF
1029
Advisornet Financial
Minnesota
$241K -$52.4K -870 -17%
BCM
1030
Boltwood Capital Management
California
$241K
WI
1031
Westbourne Investments
Virginia
$240K +$247K +4,102 New
MCA
1032
MSH Capital Advisors
Arizona
$240K +$14.3K +238 +6%
Luther King Capital Management (LKCM)
1033
Luther King Capital Management (LKCM)
Texas
$238K -$542 -9 -0.2%
FOFP
1034
Fee-Only Financial Planning
South Carolina
$238K
SCM
1035
SOL Capital Management
Maryland
$237K -$25.9K -430 -10%
MCM
1036
Magnolia Capital Management
New York
$237K +$244K +4,050 New
HWMO
1037
Heritage Wealth Management (Ohio)
Ohio
$235K -$11.3K -188 -4%
HA
1038
Herold Advisors
New York
$234K -$18.1K -300 -7%
SIC
1039
Sterling Investment Counsel
New York
$234K +$262K +4,351 New
MTCM
1040
Mint Tower Capital Management
Netherlands
$234K +$120K +2,000 +100%
FBB
1041
Fulton Breakefield Broenniman
Maryland
$234K
IFS
1042
Ifrah Financial Services
Arkansas
$233K -$4.28K -71 -2%
AIM
1043
Athena Investment Management
California
$233K
TF
1044
Tompkins Financial
New York
$233K
AW
1045
Alteri Wealth
California
$232K -$1.75K -29 -0.7%
SC
1046
Sapient Capital
Indiana
$231K +$6.87K +114 +3%
BI
1047
Ballast Inc
Kentucky
$231K +$241 +4 +0.1%
PTC
1048
Private Trust Company
Ohio
$231K -$10.3K -171 -4%
PNC
1049
Park National Corp
Ohio
$231K -$24.5K -407 -9%
DBRC
1050
D.B. Root & Company
Pennsylvania
$230K +$301 +5 +0.1%