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Dominion Energy

1,334 hedge funds and large institutions have $39.3B invested in Dominion Energy in 2025 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 549 increasing their positions, 451 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

4% less funds holding

Funds holding: 1,3901,334 (-56)

24% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 140

Holders
1,334
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$340M
Puts
$202M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1301
Rialto Wealth Management
New York
$2.21K
MBFW
1302
Morton Brown Family Wealth
Pennsylvania
$2.2K
CVM
1303
Cheviot Value Management
California
$2.1K
WTFG
1304
Wood Tarver Financial Group
Idaho
$2K
PWA
1305
Principia Wealth Advisory
Texas
$1.98K
GTAM
1306
Global Trust Asset Management
Florida
$1.92K
BHWM
1307
Beaird Harris Wealth Management
Texas
$1.92K
T
1308
Tidemark
California
$1.86K
GC
1309
GFG Capital
Florida
$1.86K
IHWM
1310
Iron Horse Wealth Management
Iowa
$1.7K
CAC
1311
Core Alternative Capital
Georgia
$1.64K
MAS
1312
MPWM Advisory Solutions
Georgia
$1.64K
BHWM
1313
Bay Harbor Wealth Management
Maryland
$1.58K
GK
1314
Graney & King
New York
$1.24K
PWM
1315
Parkworth Wealth Management
California
$1.19K
SHIM
1316
Stone House Investment Management
Pennsylvania
$1.13K
CB
1317
Centennial Bank
Arkansas
$1.13K
WA
1318
Whipplewood Advisors
Colorado
$1.02K
CWM
1319
CarsonAllaria Wealth Management
Illinois
$1.02K
HIA
1320
HFM Investment Advisors
New Jersey
$848
MSWA
1321
Marshall & Sterling Wealth Advisors
New York
$792
SC
1322
Stephens Consulting
Michigan
$792
FGA
1323
Fortis Group Advisors
New Jersey
$735
TFM
1324
TFC Financial Management
Massachusetts
$735
SWP
1325
Strategic Wealth Partners
Ohio
$622