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Dominion Energy

1,419 hedge funds and large institutions have $42.3B invested in Dominion Energy in 2025 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 532 increasing their positions, 508 reducing their positions, and 107 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: 532 | Existing positions reduced: 508

1% less capital invested

Capital invested by funds: $42.6B → $42.3B (-$314M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
1,419
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
$363M
Puts
$175M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1501
Logan Capital Management
Pennsylvania
A
1502
AlphaQuest
New York
IFU
1503
iSAM Funds (UK)
United Kingdom
RA
1504
Rise Advisors
New York
JWM
1505
JPL Wealth Management
Colorado
CBT
1506
CoreFirst Bank & Trust
Kansas
TCM
1507
TruNorth Capital Management
Michigan
GFWA
1508
Grey Fox Wealth Advisors
Delaware
PCM
1509
Perritt Capital Management
Illinois
YAL
1510
Your Advocates Ltd
Texas
AWM
1511
Activest Wealth Management
Florida
MSWA
1512
Marshall & Sterling Wealth Advisors
New York
CCM
1513
Cloud Capital Management
Washington
TIM
1514
Tortoise Investment Management
New York
FC
1515
Fairscale Capital
New Hampshire
AEPWM
1516
Atlantic Edge Private Wealth Management
Florida
JGIA
1517
Jackson Grant Investment Advisers
Connecticut
HHGA
1518
Halbert Hargrove Global Advisors
California
CAC
1519
Core Alternative Capital
Georgia
GLF
1520
Groupe la Francaise
France
RWA
1521
Redmont Wealth Advisors
Illinois
AFG
1522
Albion Financial Group
Utah
BIM
1523
Breakwater Investment Management
Washington
MAM
1524
MMA Asset Management
Pennsylvania
FPF
1525
First Pacific Financial
Washington