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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
DCM
1076
Dudley Capital Management
Virginia
$212K -$37K -673 -15%
ST
1077
Somerset Trust
Pennsylvania
$212K +$208K +3,781 New
WA
1078
Wealth Alliance
New York
$212K +$3.19K +58 +2%
PA
1079
Probity Advisors
Texas
$212K
EWM
1080
Evercore Wealth Management
New York
$211K
DBRC
1081
D.B. Root & Company
Pennsylvania
$211K +$495 +9 +0.2%
JSW
1082
Journey Strategic Wealth
New Jersey
$210K +$206K +3,741 New
KPWG
1083
KFA Private Wealth Group
Virginia
$209K +$205K +3,735 New
DS
1084
DRW Securities
Illinois
$209K +$205K +3,733 New
FNB
1085
Farmers National Bank
Kentucky
$209K +$205K +3,730 New
FLPIM
1086
F.L. Putnam Investment Management
Massachusetts
$209K -$44.9K -817 -18%
PIM
1087
Penobscot Investment Management
Massachusetts
$209K
OIA
1088
Optimum Investment Advisors
Illinois
$207K
WCA
1089
Westover Capital Advisors
Delaware
$207K +$204K +3,700 New
WFS
1090
Widmann Financial Services
Maryland
$207K +$203K +3,691 New
RAG
1091
RIA Advisory Group
Iowa
$206K +$202K +3,678 New
NSG
1092
Nalls Sherbakoff Group
Tennessee
$206K +$202K +3,675 New
HAIM
1093
Hunter Associates Investment Management
Pennsylvania
$206K +$203K +3,688 New
SVWAG
1094
Sound View Wealth Advisors Group
Georgia
$206K -$38.2K -695 -16%
SFP
1095
Sandbox Financial Partners
Maryland
$205K +$201K +3,656 New
HCMG
1096
Howard Capital Management Group
California
$204K +$200K +3,635 New
NAS
1097
Nicolet Advisory Services
Wisconsin
$204K -$17K -309 -7%
GM
1098
GeoWealth Management
Illinois
$202K -$49.5K -900 -20%
RS
1099
R Squared
Hong Kong
$202K -$82.5K -1,500 -29%
FGWP
1100
Founders Grove Wealth Partners
Virginia
$201K +$197K +3,590 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.