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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
VWA
1251
VSM Wealth Advisory
Maryland
$28K +$27.5K +500 New
RBC
1252
Roble Belko & Company
Pennsylvania
$28K
PPC
1253
Park Place Capital
Alabama
$28K -$13.9K -252 -34%
SFA
1254
Semmax Financial Advisors
North Carolina
$27.4K +$440 +8 +2%
A
1255
AlphaQuest
New York
$27.3K +$26.7K +486 New
MMG
1256
Monetary Management Group
Missouri
$26.9K
PSFG
1257
Park Square Financial Group
Georgia
$26K -$2.09K -38 -8%
Kayne Anderson Rudnick Investment Management
1258
Kayne Anderson Rudnick Investment Management
California
$25.9K
FFA
1259
Frazier Financial Advisors
Ohio
$25.6K -$5.83K -106 -19%
PWAM
1260
Private Wealth Asset Management
Iowa
$25.5K +$25K +454 New
JFGIW
1261
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K -$5K -91 -17%
MA
1262
MCF Advisors
Kentucky
$23.9K +$1.38K +25 +6%
DWS
1263
Dynamic Wealth Strategies
California
$23.9K +$23.4K +426 New
MTIC
1264
Missouri Trust & Investment Company
Missouri
$23.8K -$22K -400 -48%
CIA
1265
Cape Investment Advisory
Georgia
$23.4K -$2.92K -53 -11%
NECFA
1266
New England Capital Financial Advisors
Connecticut
$22.6K +$22.1K +402 New
ANBT
1267
American National Bank & Trust
Texas
$21.4K -$5.5K -100 -21%
CAM
1268
Costello Asset Management
Pennsylvania
$20.3K +$19.9K +361 New
WWM
1269
Wolff Wiese Magana
California
$20.2K -$715 -13 -3%
PWMG
1270
Prestige Wealth Management Group
New Jersey
$20.2K +$13.5K +246 +216%
FWA
1271
Flagship Wealth Advisors
Massachusetts
$20.2K
SIA
1272
Sit Investment Associates
Minnesota
$20K
DF
1273
DecisionPoint Financial
Arizona
$19.9K
BIA
1274
Bell Investment Advisors
California
$19.7K
CFS
1275
CGC Financial Services
Oregon
$19K

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.