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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
FGA
1426
Fortis Group Advisors
New Jersey
$762
QWM
1427
Quaker Wealth Management
New Jersey
$704 +$60 +1 +9%
RWS
1428
Retirement Wealth Solutions
Wisconsin
$645 -$120 -2 -15%
RFG
1429
REAP Financial Group
Texas
$586
NL
1430
NorthAvenue LLC
Ohio
$528 +$542 +9 New
DCM
1431
Davis Capital Management
Florida
$527 +$60 +1 +13%
TAM
1432
Tucker Asset Management
Colorado
$527 +$542 +9 New
VWA
1433
Valued Wealth Advisors
Utah
$475 +$241 +4 +100%
EWP
1434
Elevation Wealth Partners
California
$469
SA
1435
Seneschal Advisors
Washington
$469 +$120 +2 +33%
ADBIC
1436
A.D. Beadell Investment Counsel
Wisconsin
$431 +$44.6K +740 +11%
HNW
1437
High Note Wealth
Minnesota
$410 +$60 +1 +17%
EFMH
1438
E Fund Management (HK)
Hong Kong
$360
PWAM
1439
Private Wealth Asset Management
Iowa
$352 -$25.3K -420 -99%
WBC
1440
West Branch Capital
Massachusetts
$352
RJA
1441
Ross\Johnson & Associates
Minnesota
$352 +$361 +6 New
CIAM
1442
Caitong International Asset Management
Hong Kong
$293 -$131K -2,175 -100%
DFA
1443
DHJJ Financial Advisors
Illinois
$176
RF
1444
Roxbury Financial
New Jersey
$57
MI
1445
Motiv8 Investments
Florida
$25 +$25.8K +428 New
OAM
1446
OP Asset Management
-$5.57M -91,103 Closed
JF
1447
Jump Financial
Illinois
-$4.21M -68,819 Closed
CIBC World Market
1448
CIBC World Market
Ontario, Canada
-$3.86M -63,169 Closed
LSA
1449
L & S Advisors
California
-$3.62M -59,231 Closed
KCP
1450
Kera Capital Partners
California
-$3.57M -58,425 Closed