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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
FWI
1451
Facet Wealth Inc
Maryland
-$284K -5,207 Closed
AC
1452
ASB Consultores
Florida
-$268K -4,982 Closed
CFO
1453
Callan Family Office
Pennsylvania
-$263K -4,882 Closed
MIM
1454
Morningstar Investment Management
Illinois
-$261K -4,855 Closed
SMA
1455
Sage Mountain Advisors
Georgia
-$249K -4,630 Closed
AC
1456
Avestar Capital
New York
-$243K -4,503 Closed
FBB
1457
Fulton Breakefield Broenniman
Maryland
-$231K -4,297 Closed
RWP
1458
RWA Wealth Partners
Massachusetts
-$229K -4,256 Closed
PWA
1459
Provenance Wealth Advisors
Florida
-$225K -4,176 Closed
WPW
1460
Waldron Private Wealth
Pennsylvania
-$224K -4,155 Closed
BFS
1461
Bard Financial Services
Connecticut
-$221K -4,100 Closed
RW
1462
Rockport Wealth
Ohio
-$214K -3,978 Closed
LJHT
1463
Laurie J. Hall Trustee
-$212K -3,925 Closed
CIA
1464
Choate Investment Advisors
Massachusetts
-$209K -3,880 Closed
SFS
1465
Stiles Financial Services
Minnesota
-$206K -3,816 Closed
FCCM
1466
First City Capital Management
Georgia
-$202K -3,752 Closed
TAM
1467
Titleist Asset Management
Texas
-$202K -3,752 Closed
Optiver Holding
1468
Optiver Holding
Netherlands
-$175K -3,253 Closed
MCM
1469
MidAtlantic Capital Management
Virginia
-$154K -2,863 Closed
VWM
1470
Venturi Wealth Management
Texas
-$93.8K -1,742 Closed
ECM
1471
Eisler Capital Management
United Kingdom
-$73.7K -1,355 Closed
NAAA
1472
New Age Alpha Advisors
New York
-$68.1K -1,265 Closed
CFG
1473
CKW Financial Group
Hawaii
-$65K -1,200 Closed
OC
1474
Oarsman Capital
Wisconsin
-$55.8K -1,036 Closed
LSA
1475
Leonteq Securities AG
Switzerland
-$49.3K -916 Closed

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.