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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
CCA
1526
Catalyst Capital Advisors
New York
-$133K -2,172 Closed
NC
1527
North Capital
Utah
-$126K -2,062 Closed
ABWM
1528
Alpine Bank Wealth Management
Colorado
-$88.5K -1,446 Closed
HFS
1529
Hopwood Financial Services
Virginia
-$79.6K -1,301 Closed
LCM
1530
Logan Capital Management
Pennsylvania
-$77.1K -1,261 Closed
A
1531
AlphaQuest
New York
-$54.2K -886 Closed
IFU
1532
iSAM Funds (UK)
United Kingdom
-$36.7K -600 Closed
RA
1533
Rise Advisors
New York
-$33.7K -552 Closed
JWM
1534
JPL Wealth Management
Colorado
-$29.6K -484 Closed
CBT
1535
CoreFirst Bank & Trust
Kansas
-$27.2K -445 Closed
TCM
1536
TruNorth Capital Management
Michigan
-$19K -310 Closed
GFWA
1537
Grey Fox Wealth Advisors
Delaware
-$18.4K -301 Closed
PCM
1538
Perritt Capital Management
Illinois
-$13.2K -216 Closed
YAL
1539
Your Advocates Ltd
Texas
-$12.2K -200 Closed
AWM
1540
Activest Wealth Management
Florida
-$11.1K -181 Closed
MSWA
1541
Marshall & Sterling Wealth Advisors
New York
-$7.95K -130 Closed
CCM
1542
Cloud Capital Management
Washington
-$6K -104 Closed
TIM
1543
Tortoise Investment Management
New York
-$3.67K -60 Closed
FC
1544
Fairscale Capital
New Hampshire
-$3.36K -55 Closed
AEPWM
1545
Atlantic Edge Private Wealth Management
Florida
-$3.06K -50 Closed
JGIA
1546
Jackson Grant Investment Advisers
Connecticut
-$2.81K -46 Closed
HHGA
1547
Halbert Hargrove Global Advisors
California
-$2.57K -42 Closed
CAC
1548
Core Alternative Capital
Georgia
-$1.77K -29 Closed
GLF
1549
Groupe la Francaise
France
-$1.45K -28 Closed
RWA
1550
Redmont Wealth Advisors
Illinois
-$1.35K -22 Closed