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Dominion Energy

1,432 hedge funds and large institutions have $42.5B invested in Dominion Energy in 2025 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 535 increasing their positions, 510 reducing their positions, and 109 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: 535 | Existing positions reduced: 510

0% less capital invested

Capital invested by funds: $42.6B → $42.5B (-$151M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
1,432
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
$365M
Puts
$176M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
1376
Ogorek Anthony Joseph
New York
$4K
PCM
1377
Penserra Capital Management
California
$4K
KA
1378
Kozak & Associates
Colorado
$3.97K
BHWM
1379
Beaird Harris Wealth Management
Texas
$3.63K
BHWM
1380
Bay Harbor Wealth Management
Maryland
$3.63K
JSAM
1381
J. Safra Asset Management
New York
$3.52K
BWM
1382
Benson Wealth Management
Tennessee
$3.52K
HIA
1383
HFM Investment Advisors
New Jersey
$3.4K
TIM
1384
Thompson Investment Management
Wisconsin
$3.28K
UOTTAIMCU
1385
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3.05K
SFG
1386
Strive Financial Group
Indiana
$2.93K
PWA
1387
Principia Wealth Advisory
Texas
$2.75K
BCPWM
1388
Bradley & Co Private Wealth Management
Florida
$2.58K
RWM
1389
Rialto Wealth Management
New York
$2.52K
CWM
1390
Cedar Wealth Management
California
$2.52K
ACA
1391
Atlas Capital Advisors
Wyoming
$2.46K
MBFW
1392
Morton Brown Family Wealth
Pennsylvania
$2.29K
WA
1393
WestEnd Advisors
North Carolina
$2.17K
CVM
1394
Cheviot Value Management
California
$2.06K
GTAM
1395
Global Trust Asset Management
Florida
$1.99K
T
1396
Tidemark
California
$1.93K
SHIM
1397
Stone House Investment Management
Pennsylvania
$1.88K
KCM
1398
Key Capital Management
Tennessee
$1.88K
MAS
1399
MPWM Advisory Solutions
Georgia
$1.7K
CWP
1400
Clark Wealth Partners
Illinois
$1.7K