We are live on ! Find out more
D icon

Dominion Energy

1,223 hedge funds and large institutions have $31.2B invested in Dominion Energy in 2024 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 476 increasing their positions, 480 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $426M | Put options by funds: $197M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

7% more capital invested

Capital invested by funds: $29.1B → $31.2B (+$2.14B)

1.83% more ownership

Funds ownership: 73.96%75.79% (+1.8%)

3% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 114

1% less repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 480

1% less funds holding

Funds holding: 1,2341,223 (-11)

Holders
1,223
Holders Change
-11
Holders Change %
-0.89%
% of All Funds
17.62%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
117
Increased
476
Reduced
480
Closed
114
Calls
$426M
Puts
$197M
Net Calls
+$229M
Net Calls Change
+$74M
Name Holding Trade Value Shares
Change
Change in
Stake
ANTB
276
AMG National Trust Bank
Colorado
$3.04M +$795K +17,021 +38%
WBC
277
Westpac Banking Corp
Australia
$2.98M +$426K +9,119 +18%
SP
278
Stablepoint Partners
Massachusetts
$2.95M +$204K +4,373 +8%
SAM
279
Silvercrest Asset Management
New York
$2.9M -$176K -3,758 -6%
Mercer Global Advisors
280
Mercer Global Advisors
Colorado
$2.88M +$811K +17,369 +42%
QC
281
Quadrature Capital
United Kingdom
$2.85M +$2.71M +57,931 New
CRI
282
Colonial River Investments
Virginia
$2.83M +$511K +10,947 +24%
VI
283
Vestcor Inc
New Brunswick, Canada
$2.81M -$338K -7,243 -11%
GAM
284
Gotham Asset Management
New York
$2.8M -$4.66M -99,778 -64%
TPCW
285
TD Private Client Wealth
New York
$2.79M -$407K -8,711 -13%
Pacer Advisors
286
Pacer Advisors
Pennsylvania
$2.79M +$70.9K +1,517 +3%
OSAM
287
O'Shaughnessy Asset Management
Connecticut
$2.77M +$1.16M +24,862 +79%
RAM
288
Redmond Asset Management
Virginia
$2.75M +$738K +15,807 +39%
EHC
289
Everett Harris & Co
California
$2.74M +$499K +10,690 +24%
CIAS
290
Capital Investment Advisory Services
North Carolina
$2.74M -$68.2K -1,459 -3%
DWM
291
Dakota Wealth Management
Florida
$2.72M +$754K +16,137 +41%
PFS
292
Prospera Financial Services
Texas
$2.71M -$147K -3,141 -5%
HIMCH
293
Hartford Investment Management Co (HIMCO)
Connecticut
$2.66M -$106K -2,279 -4%
TFA
294
Toth Financial Advisory
Virginia
$2.61M +$588K +12,594 +31%
RBA
295
Richard Bernstein Advisors
New York
$2.61M
Thrivent Financial for Lutherans
296
Thrivent Financial for Lutherans
Minnesota
$2.6M -$185K -3,953 -7%
AMG
297
Advisors Management Group
Wisconsin
$2.56M -$11.4K -243 -0.5%
FBT
298
First Bank & Trust
South Dakota
$2.53M +$546K +11,686 +29%
BFS
299
Bradley Foster & Sargent
Connecticut
$2.53M -$43.3K -927 -2%
BFA
300
Bill Few Associates
Pennsylvania
$2.53M +$195K +4,184 +9%

D Hedge Fund Activity: Q1 2024 in Review

1,223 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2024, worth a combined $31.2B — up 7.4% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new D positions and 114 closed out — a net gain of 3 holders — while 476 added to existing stakes and 480 trimmed.

The largest buyer was Vanguard Group, adding an estimated $569M. The largest seller was Morgan Stanley, cutting an estimated $340M.

  • 1,223 institutional investors held Dominion Energy (D) as of Q1 2024, down from 1,234 in Q4 2023.
  • Funds reported $31.2B of Dominion Energy stock for Q1 2024, up 7.4% quarter-over-quarter.
  • 117 funds opened new Dominion Energy positions in Q1 2024 and 114 closed out, a net change of +3 holders.
  • The largest Dominion Energy buyer in Q1 2024 was Vanguard Group, an estimated $569M added.
  • The largest Dominion Energy seller in Q1 2024 was Morgan Stanley, an estimated $340M sold.

Based on aggregated 13F filings for Q1 2024.