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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
CFM
1376
Cornerstone Financial Management
Massachusetts
$5.51K +$5.66K +94 New
MWPCG
1377
Measured Wealth Private Client Group
New Hampshire
$5.33K
SRCM
1378
Signature Resources Capital Management
California
$5.33K
WWA
1379
Wealth Watch Advisors
Colorado
$5.21K +$1.51K +25 +39%
WETS
1380
Wealth Enhancement Trust Services
South Dakota
$5.21K +$5.36K +89 New
SC
1381
Solstein Capital
California
$5.16K
BW
1382
Bravera Wealth
North Dakota
$5.1K +$5.24K +87 New
PIS
1383
POM Investment Strategies
North Carolina
$4.8K +$4.94K +82 New
DF
1384
Dunhill Financial
United Kingdom
$4.76K +$663 +11 +16%
CFP
1385
Comprehensive Financial Planning
Pennsylvania
$4.69K +$4.82K +80 New
AAG
1386
Accordant Advisory Group
Maryland
$4.16K
CWA
1387
Carolina Wealth Advisors
South Carolina
$4.1K
OAJ
1388
Ogorek Anthony Joseph
New York
$4K -$4.52K -75 -52%
PCM
1389
Penserra Capital Management
California
$4K +$181 +3 +4%
SWP
1390
Strategic Wealth Partners
Ohio
$3.98K +$3.43K +57 +518%
KA
1391
Kozak & Associates
Colorado
$3.97K +$60 +1 +1%
BHWM
1392
Beaird Harris Wealth Management
Texas
$3.63K
BHWM
1393
Bay Harbor Wealth Management
Maryland
$3.63K +$1.15K +19 +44%
JSAM
1394
J. Safra Asset Management
New York
$3.52K
BWM
1395
Benson Wealth Management
Tennessee
$3.52K +$3.62K +60 New
HIA
1396
HFM Investment Advisors
New Jersey
$3.4K +$2.59K +43 +287%
TIM
1397
Thompson Investment Management
Wisconsin
$3.28K
UOTTAIMCU
1398
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3.05K +$3.13K +52 New
SFG
1399
Strive Financial Group
Indiana
$2.93K +$3.01K +50 New
PWA
1400
Principia Wealth Advisory
Texas
$2.75K +$482 +8 +21%