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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
CWA
1351
Carolina Wealth Advisors
South Carolina
$4.93K
AG
1352
AmeriFlex Group
Nevada
$4.88K
SRCM
1353
Signature Resources Capital Management
California
$4.82K
CAM
1354
Creekmur Asset Management
Illinois
$4.04K +$3.96K +72 New
AAG
1355
Accordant Advisory Group
Maryland
$3.98K
AT
1356
Arlington Trust
Alabama
$3.92K
RWML
1357
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$3.76K
KA
1358
Kozak & Associates
Colorado
$3.58K -$1.32K -24 -27%
CVM
1359
Cheviot Value Management
California
$3.48K +$3.52K +64 New
TIM
1360
Thompson Investment Management
Wisconsin
$3.14K
FC
1361
Fairscale Capital
New Hampshire
$3.08K -$3.96K -72 -57%
PCM
1362
Penserra Capital Management
California
$3K -$117K -2,127 -97%
CMP
1363
Coston McIsaac & Partners
Maine
$3K +$55 +1 +2%
JGIA
1364
Jackson Grant Investment Advisers
Connecticut
$2.58K
BCPWM
1365
Bradley & Co Private Wealth Management
Florida
$2.47K
CWP
1366
Clark Wealth Partners
Illinois
$2.35K +$2.31K +42 New
ACA
1367
Atlas Capital Advisors
Wyoming
$2.35K
BI
1368
Binnacle Investments
Iowa
$2.3K +$2.25K +41 New
T
1369
Transce3nd
Texas
$2.24K
WTFG
1370
Wood Tarver Financial Group
Idaho
$2.24K
MBFW
1371
Morton Brown Family Wealth
Pennsylvania
$2.19K
GTAM
1372
Global Trust Asset Management
Florida
$1.91K
T
1373
Tidemark
California
$1.85K
RWM
1374
Rialto Wealth Management
New York
$1.74K +$1.71K +31 New
HFS
1375
Horizon Financial Services
North Carolina
$1.74K +$1.71K +31 New

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.