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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
KA
1101
Klingman & Associates
New York
$201K +$197K +3,583 New
LAM
1102
L2 Asset Management
Massachusetts
$200K +$197K +3,575 New
VFM
1103
Viking Fund Management
North Dakota
$196K
RMC
1104
Resources Management Corp
Connecticut
$194K -$45.9K -835 -19%
BTC
1105
Bank & Trust Company
Illinois
$192K +$128K +2,323 +211%
WBWA
1106
William B. Walkup & Associates
South Carolina
$191K
AGWCA
1107
Annis Gardner Whiting Capital Advisors
Florida
$188K +$12.5K +228 +7%
PFBT
1108
Parkside Financial Bank & Trust
Missouri
$187K +$5K +91 +3%
FRA
1109
Front Row Advisors
California
$183K
CFO
1110
CVA Family Office
Colorado
$182K +$17.5K +319 +11%
CCAM
1111
Cascades Capital Asset Management
North Carolina
$180K +$177K +3,215 New
AAP
1112
Arax Advisory Partners
Colorado
$175K +$6.88K +125 +4%
SIS
1113
Sound Income Strategies
Florida
$171K +$6.38K +116 +4%
LWCFA
1114
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$169K
MFC
1115
Mechanics Financial Corp
Ohio
$168K
NDSI
1116
Newman Dignan & Sheerar Inc
Rhode Island
$163K -$77K -1,400 -33%
WAOTB
1117
Wealth Advisors of Tampa Bay
Florida
$163K +$160K +2,900 New
WT
1118
Washington Trust
Rhode Island
$160K +$55 +1 +0%
RFS
1119
Richardson Financial Services
Massachusetts
$158K -$1.65K -30 -1%
QC
1120
Quent Capital
New York
$157K -$16.8K -305 -10%
VIA
1121
Virtus Investment Advisers
Connecticut
$157K +$154K +2,793 New
MHR
1122
Matthew Hamilton Rosenberg
$154K -$1.32K -24 -0.9%
KIM
1123
Kestra Investment Management
Texas
$154K -$43.8K -797 -22%
HWA
1124
HHM Wealth Advisors
Tennessee
$153K -$10.9K -199 -7%
DAM
1125
Delta Asset Management
Tennessee
$151K -$5.5K -100 -4%

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.