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Dominion Energy

1,432 hedge funds and large institutions have $42.5B invested in Dominion Energy in 2025 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 535 increasing their positions, 510 reducing their positions, and 109 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: 535 | Existing positions reduced: 510

0% less capital invested

Capital invested by funds: $42.6B → $42.5B (-$151M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
1,432
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
$365M
Puts
$176M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
1026
Luther King Capital Management (LKCM)
Texas
$238K
FOFP
1027
Fee-Only Financial Planning
South Carolina
$238K
SCM
1028
SOL Capital Management
Maryland
$237K
MCM
1029
Magnolia Capital Management
New York
$237K
HWMO
1030
Heritage Wealth Management (Ohio)
Ohio
$235K
HA
1031
Herold Advisors
New York
$234K
SIC
1032
Sterling Investment Counsel
New York
$234K
MTCM
1033
Mint Tower Capital Management
Netherlands
$234K
FBB
1034
Fulton Breakefield Broenniman
Maryland
$234K
IFS
1035
Ifrah Financial Services
Arkansas
$233K
AIM
1036
Athena Investment Management
California
$233K
TF
1037
Tompkins Financial
New York
$233K
AW
1038
Alteri Wealth
California
$232K
SC
1039
Sapient Capital
Indiana
$231K
BI
1040
Ballast Inc
Kentucky
$231K
PTC
1041
Private Trust Company
Ohio
$231K
PNC
1042
Park National Corp
Ohio
$231K
DBRC
1043
D.B. Root & Company
Pennsylvania
$230K
SIA
1044
Soltis Investment Advisors
Utah
$230K
CCM
1045
CFO Capital Management
Connecticut
$229K
SIS
1046
Sound Income Strategies
Florida
$228K
SFS
1047
Sowell Financial Services
Arkansas
$228K
WF
1048
Welch & Forbes
Massachusetts
$227K
PFM
1049
Patton Fund Management
Texas
$226K
NSIM
1050
North Star Investment Management
Illinois
$225K