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Dominion Energy

1,388 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, 552 increasing their positions, 456 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,388
Holders Change
+27
Holders Change %
+1.98%
% of All Funds
18.85%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
155
Increased
552
Reduced
456
Closed
93
Calls
$319M
Puts
$150M
Net Calls
+$169M
Net Calls Change
+$41.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
1051
Prossimo Advisors
California
$220K +$220K +3,932 New
SF
1052
Summit Financial
New Jersey
$220K +$220K +3,921 New
SBIA
1053
Sheaff Brock Investment Advisors
Indiana
$220K +$220K +3,915 New
CW
1054
CreativeOne Wealth
Kansas
$219K +$219K +3,905 New
NFSG
1055
Newbridge Financial Services Group
Florida
$219K -$143K -2,542 -39%
GJIA
1056
Glass Jacobson Investment Advisors
Maryland
$218K
WF
1057
Welch & Forbes
Massachusetts
$217K -$5.61K -100 -3%
CA
1058
Continuum Advisory
Idaho
$217K -$1.12K -20 -0.5%
BFO
1059
Boston Family Office
Massachusetts
$216K
BWL
1060
Bogart Wealth LLC
Virginia
$216K -$392 -7 -0.2%
SC
1061
Sapient Capital
Indiana
$216K -$7.68K -137 -3%
CD
1062
Chapin Davis
Maryland
$215K -$14.1K -251 -6%
NSIM
1063
North Star Investment Management
Illinois
$215K
SC
1064
Syon Capital
California
$214K +$214K +3,815 New
BWMG
1065
Barnes Wealth Management Group
California
$213K +$213K +3,801 New
DCM
1066
Dudley Capital Management
Virginia
$212K -$37.7K -673 -15%
ST
1067
Somerset Trust
Pennsylvania
$212K +$212K +3,781 New
WA
1068
Wealth Alliance
New York
$212K +$3.25K +58 +2%
PA
1069
Probity Advisors
Texas
$212K
EWM
1070
Evercore Wealth Management
New York
$211K
DBRC
1071
D.B. Root & Company
Pennsylvania
$211K +$505 +9 +0.2%
JSW
1072
Journey Strategic Wealth
New Jersey
$210K +$210K +3,741 New
KPWG
1073
KFA Private Wealth Group
Virginia
$209K +$209K +3,735 New
DS
1074
DRW Securities
Illinois
$209K +$209K +3,733 New
FNB
1075
Farmers National Bank
Kentucky
$209K +$209K +3,730 New