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Dominion Energy

1,432 hedge funds and large institutions have $42.5B invested in Dominion Energy in 2025 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 535 increasing their positions, 510 reducing their positions, and 109 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: 535 | Existing positions reduced: 510

0% less capital invested

Capital invested by funds: $42.6B → $42.5B (-$151M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
1,432
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
$365M
Puts
$176M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1501
Mission Wealth Management
California
GSWM
1502
Greenup Street Wealth Management
Michigan
MAM
1503
Marotta Asset Management
Virginia
FCBT
1504
First Citizens Bank & Trust
North Carolina
EWM
1505
Evercore Wealth Management
New York
MSA
1506
Marino Stram & Associates
Massachusetts
LI
1507
Lafayette Investments
Maryland
PIFP
1508
Partners in Financial Planning
Virginia
CWM
1509
Crowley Wealth Management
Delaware
VIA
1510
Virtus Investment Advisers
Connecticut
HWA
1511
Heartwood Wealth Advisors
Virginia
CCA
1512
Catalyst Capital Advisors
New York
NC
1513
North Capital
Utah
ABWM
1514
Alpine Bank Wealth Management
Colorado
HFS
1515
Hopwood Financial Services
Virginia
LCM
1516
Logan Capital Management
Pennsylvania
A
1517
AlphaQuest
New York
IFU
1518
iSAM Funds (UK)
United Kingdom
RA
1519
Rise Advisors
New York
JWM
1520
JPL Wealth Management
Colorado
CBT
1521
CoreFirst Bank & Trust
Kansas
TCM
1522
TruNorth Capital Management
Michigan
GFWA
1523
Grey Fox Wealth Advisors
Delaware
PCM
1524
Perritt Capital Management
Illinois
YAL
1525
Your Advocates Ltd
Texas