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Dominion Energy

1,419 hedge funds and large institutions have $42.3B invested in Dominion Energy in 2025 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 532 increasing their positions, 508 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

5% more repeat investments, than reductions

Existing positions increased: 532 | Existing positions reduced: 508

1% less capital invested

Capital invested by funds: $42.6B → $42.3B (-$314M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
1,419
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$363M
Puts
$175M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
1351
Legacy Wealth Management (Idaho)
Idaho
$5.74K
HC
1352
Hurley Capital
New York
$5.57K
CFM
1353
Cornerstone Financial Management
Massachusetts
$5.51K
SRCM
1354
Signature Resources Capital Management
California
$5.33K
MWPCG
1355
Measured Wealth Private Client Group
New Hampshire
$5.33K
WWA
1356
Wealth Watch Advisors
Colorado
$5.21K
WETS
1357
Wealth Enhancement Trust Services
South Dakota
$5.21K
SC
1358
Solstein Capital
California
$5.16K
PIS
1359
POM Investment Strategies
North Carolina
$4.8K
DF
1360
Dunhill Financial
United Kingdom
$4.76K
CFP
1361
Comprehensive Financial Planning
Pennsylvania
$4.69K
AAG
1362
Accordant Advisory Group
Maryland
$4.16K
CWA
1363
Carolina Wealth Advisors
South Carolina
$4.1K
OAJ
1364
Ogorek Anthony Joseph
New York
$4K
PCM
1365
Penserra Capital Management
California
$4K
KA
1366
Kozak & Associates
Colorado
$3.97K
BHWM
1367
Beaird Harris Wealth Management
Texas
$3.63K
BHWM
1368
Bay Harbor Wealth Management
Maryland
$3.63K
JSAM
1369
J. Safra Asset Management
New York
$3.52K
BWM
1370
Benson Wealth Management
Tennessee
$3.52K
HIA
1371
HFM Investment Advisors
New Jersey
$3.4K
TIM
1372
Thompson Investment Management
Wisconsin
$3.28K
UOTTAIMCU
1373
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3.05K
SFG
1374
Strive Financial Group
Indiana
$2.93K
CIAM
1375
Caitong International Asset Management
Hong Kong
$2.75K