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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
SIA
1051
Soltis Investment Advisors
Utah
$230K -$16.4K -273 -6%
CCM
1052
CFO Capital Management
Connecticut
$229K +$236K +3,912 New
SIS
1053
Sound Income Strategies
Florida
$228K +$28.6K +475 +15%
SFS
1054
Sowell Financial Services
Arkansas
$228K -$10.3K -171 -4%
WF
1055
Welch & Forbes
Massachusetts
$227K
PFM
1056
Patton Fund Management
Texas
$226K -$18.7K -310 -7%
NSIM
1057
North Star Investment Management
Illinois
$225K +$482 +8 +0.2%
EW
1058
Evoke Wealth
California
$225K -$145K -2,399 -38%
ONST
1059
Old North State Trust
North Carolina
$225K
AFM
1060
Armstrong Fleming & Moore
District of Columbia
$225K -$13K -216 -5%
BONH
1061
Bank of New Hampshire
New Hampshire
$224K -$5.42K -90 -2%
BTC
1062
Bank & Trust Company
Illinois
$224K
GIA
1063
Gateway Investment Advisers
Ohio
$224K +$230K +3,816 New
PAM
1064
Palisade Asset Management
Minnesota
$223K -$1.35M -22,353 -85%
MCC
1065
Money Concepts Capital
Florida
$222K +$228K +3,787 New
FMI
1066
Frec Markets Inc
California
$222K +$228K +3,780 New
CTA
1067
Colonial Trust Advisors
South Carolina
$221K -$11.4K -190 -5%
NJIM
1068
Nabity-Jensen Investment Management
Nebraska
$221K
HCM
1069
Hall Capital Management
Rhode Island
$220K -$904 -15 -0.4%
GPW
1070
Genesis Private Wealth
Virginia
$220K +$7.17K +119 +3%
AIA
1071
Armor Investment Advisors
North Carolina
$218K -$12K -200 -5%
7WCP
1072
71 West Capital Partners
Massachusetts
$217K +$223K +3,706 New
OBWG
1073
Onyx Bridge Wealth Group
New York
$217K +$6.14K +102 +3%
LWL
1074
Leo Wealth LLC
Texas
$217K -$12.3K -205 -5%
PWA
1075
Physician Wealth Advisors
Utah
$216K -$7.83K -130 -3%