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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
CFD
1326
Creative Financial Designs
Indiana
$12.8K +$120 +2 +0.9%
AWM
1327
Abound Wealth Management
Tennessee
$12.8K
PWMG
1328
Prestige Wealth Management Group
New Jersey
$12.5K
APW
1329
Acima Private Wealth
Virginia
$12.5K
TWD
1330
True Wealth Design
Ohio
$12.2K -$542 -9 -4%
KFP
1331
Kerr Financial Planning
California
$12.2K +$6.08K +101 +107%
RS
1332
Rakuten Securities
Japan
$12.2K +$7.95K +132 +174%
CB
1333
Community Bank
New York
$11.7K -$9.04K -150 -43%
BFPW
1334
BOK Financial Private Wealth
Colorado
$11.7K
CTC
1335
Cetera Trust Company
Minnesota
$11.7K
OA
1336
Operose Advisors
Wisconsin
$11.7K
SWP
1337
SIMA Wealth Partners
Virginia
$11.7K
PGAM
1338
Princeton Global Asset Management
New Jersey
$11.6K +$60 +1 +0.5%
1CP
1339
1015 Capital Partners
Pennsylvania
$11.5K +$11.8K +196 New
HP
1340
Havemeyer Place
Connecticut
$11.4K +$11.7K +195 New
LWM
1341
Lodestone Wealth Management
Washington
$11.4K +$11.7K +194 New
TFA
1342
Transamerica Financial Advisors
Florida
$11.3K -$7.89K -131 -40%
MFP
1343
Meramec Financial Planners
Missouri
$11.2K +$10.8K +180 New
HFS
1344
Horizon Financial Services
North Carolina
$11K
HHMI
1345
Howard Hughes Medical Institute
Maryland
$10.7K
PCFFS
1346
Pacific Center for Financial Services
California
$10.3K
RAM
1347
Ramirez Asset Management
New York
$9.73K
WAG
1348
Wilkerson Advisory Group
Missouri
$9.67K +$9.94K +165 New
KSB
1349
Kennebec Savings Bank
Maine
$9.37K
PPC
1350
Park Place Capital
Alabama
$9.37K