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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
IHWM
1376
Iron Horse Wealth Management
Iowa
$1.68K -$825 -15 -33%
CAC
1377
Core Alternative Capital
Georgia
$1.63K -$6.6K -120 -81%
MAS
1378
MPWM Advisory Solutions
Georgia
$1.63K
NL
1379
NVWM LLC
Pennsylvania
$1.46K +$275 +5 +24%
HHGA
1380
Halbert Hargrove Global Advisors
California
$1.38K +$1.38K +25 New
GK
1381
Graney & King
New York
$1.23K
RWA
1382
Redmont Wealth Advisors
Illinois
$1.23K +$1.21K +22 New
TCM
1383
TD Capital Management
Tennessee
$1.18K +$1.16K +21 New
SHIM
1384
Stone House Investment Management
Pennsylvania
$1.12K +$1.1K +20 New
CWM
1385
CarsonAllaria Wealth Management
Illinois
$1.01K -$5.22K -95 -84%
BHWM
1386
Bay Harbor Wealth Management
Maryland
$1.01K +$990 +18 New
TFA
1387
Transamerica Financial Advisors
Florida
$1K
PWA
1388
Principia Wealth Advisory
Texas
$941
RCM
1389
Raleigh Capital Management
North Carolina
$929 -$39.3K -714 -98%
MSWA
1390
Marshall & Sterling Wealth Advisors
New York
$784 +$770 +14 New
FGA
1391
Fortis Group Advisors
New Jersey
$729
TFM
1392
TFC Financial Management
Massachusetts
$729
CAWM
1393
Capital A Wealth Management
Pennsylvania
$729 +$275 +5 +63%
OCM
1394
Osterweis Capital Management
California
$561 +$550 +10 New
PWM
1395
Parkworth Wealth Management
California
$505
HCA
1396
Heck Capital Advisors
Wisconsin
$505 +$495 +9 New
WA
1397
Whipplewood Advisors
Colorado
$505 +$2.25K +41 +456%
HIA
1398
HFM Investment Advisors
New Jersey
$393 +$385 +7 New
PCTC
1399
Perkins Coie Trust Company
Washington
$392 +$385 +7 New
WBC
1400
West Branch Capital
Massachusetts
$337

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.