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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
HAIM
1501
Hunter Associates Investment Management
Pennsylvania
-$226K -3,701 Closed
NGA
1502
Naples Global Advisors
Florida
-$223K -3,644 Closed
FWIA
1503
Fort Washington Investment Advisors
Ohio
-$222K -3,626 Closed
WFS
1504
Widmann Financial Services
Maryland
-$220K -3,591 Closed
MA
1505
MBA Advisors
Pennsylvania
-$217K -3,544 Closed
FNBOH
1506
First National Bank of Hutchinson
Kansas
-$214K -3,498 Closed
IA
1507
IFC Advisors
California
-$211K -3,452 Closed
TIA
1508
Traphagen Investment Advisors
New Jersey
-$210K -3,432 Closed
PA
1509
Probity Advisors
Texas
-$209K -3,412 Closed
SWAG
1510
Spectrum Wealth Advisory Group
California
-$207K -3,384 Closed
BIM
1511
Bridges Investment Management
Nebraska
-$206K -3,366 Closed
BS
1512
Banco Santander
Spain
-$205K -3,357 Closed
LIA
1513
LSP Investment Advisors
New York
-$205K -3,350 Closed
NPPM
1514
North Point Portfolio Managers
Ohio
-$205K -3,350 Closed
MWM
1515
Mission Wealth Management
California
-$204K -3,341 Closed
GSWM
1516
Greenup Street Wealth Management
Michigan
-$204K -3,333 Closed
MAM
1517
Marotta Asset Management
Virginia
-$202K -3,320 Closed
FCBT
1518
First Citizens Bank & Trust
North Carolina
-$202K -3,296 Closed
EWM
1519
Evercore Wealth Management
New York
-$201K -3,294 Closed
MSA
1520
Marino Stram & Associates
Massachusetts
-$201K -3,282 Closed
LI
1521
Lafayette Investments
Maryland
-$201K -3,281 Closed
PIFP
1522
Partners in Financial Planning
Virginia
-$200K -3,273 Closed
CWM
1523
Crowley Wealth Management
Delaware
-$190K -3,100 Closed
VIA
1524
Virtus Investment Advisers
Connecticut
-$177K -2,886 Closed
HWA
1525
Heartwood Wealth Advisors
Virginia
-$170K -2,777 Closed