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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
BCPWM
1401
Bradley & Co Private Wealth Management
Florida
$2.58K
RWM
1402
Rialto Wealth Management
New York
$2.52K
CWM
1403
Cedar Wealth Management
California
$2.52K
ACA
1404
Atlas Capital Advisors
Wyoming
$2.46K +$2.53K +42 New
MBFW
1405
Morton Brown Family Wealth
Pennsylvania
$2.29K
WA
1406
WestEnd Advisors
North Carolina
$2.17K -$120 -2 -5%
CVM
1407
Cheviot Value Management
California
$2.06K
GTAM
1408
Global Trust Asset Management
Florida
$1.99K
T
1409
Tidemark
California
$1.93K
SHIM
1410
Stone House Investment Management
Pennsylvania
$1.88K +$181 +3 +10%
KCM
1411
Key Capital Management
Tennessee
$1.88K +$1.93K +32 New
CWP
1412
Clark Wealth Partners
Illinois
$1.7K
MAS
1413
MPWM Advisory Solutions
Georgia
$1.7K
RCM
1414
Raleigh Capital Management
North Carolina
$1.62K +$1.26K +21 +300%
WW
1415
Winnow Wealth
Texas
$1.53K -$93.8K -1,557 -98%
MWM
1416
Mascoma Wealth Management
New Hampshire
$1.41K +$1.45K +24 New
SFS
1417
Sunrise Financial Services
Washington
$1.41K +$1.45K +24 New
SFCL
1418
Strengthening Families & Communities LLC
Massachusetts
$1.36K +$1.15K +19 +475%
GK
1419
Graney & King
New York
$1.29K
CB
1420
Centennial Bank
Arkansas
$1.17K
OC
1421
Optima Capital
Oregon
$1.17K +$1.21K +20 New
CMP
1422
Coston McIsaac & Partners
Maine
$1K -$2.29K -38 -64%
LIA
1423
Luken Investment Analytics
Tennessee
$879 +$904 +15 New
MSWM
1424
Mowery & Schoenfeld Wealth Management
Illinois
$879 +$904 +15 New
TFM
1425
TFC Financial Management
Massachusetts
$821