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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
OC
301
Oppenheimer & Co
New York
$2.53M -$52.7K -1,128 -2%
Credit Agricole
302
Credit Agricole
France
$2.47M +$1.27M +27,157 +115%
Baird Financial Group
303
Baird Financial Group
Wisconsin
$2.43M -$421K -9,004 -15%
MGP
304
Metis Global Partners
California
$2.43M +$38.7K +829 +2%
SAM
305
Securian Asset Management
Minnesota
$2.42M -$171K -3,651 -7%
CA
306
Cornerstone Advisors
North Carolina
$2.41M
LSERS
307
Louisiana State Employees Retirement System
Louisiana
$2.4M -$88.8K -1,900 -4%
HFM
308
Hartford Financial Management
Connecticut
$2.31M +$39.6K +848 +2%
LMIM
309
Lockheed Martin Investment Management
Maryland
$2.31M -$299K -6,400 -13%
BCM
310
BTC Capital Management
Iowa
$2.29M +$2.18M +46,590 New
LOAMS
311
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.28M +$154K +3,306 +8%
GCWM
312
Graham Capital Wealth Management
District of Columbia
$2.25M +$61.7K +1,320 +3%
SC
313
Sepio Capital
Utah
$2.24M +$813K +17,399 +62%
CAM
314
Carret Asset Management
New York
$2.24M -$93.4K -1,999 -4%
FNFDCM
315
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.19M -$34.3K -735 -2%
RJT
316
Raymond James Trust
Florida
$2.19M +$346K +7,411 +20%
BRWA
317
B. Riley Wealth Advisors
Florida
$2.19M +$763K +16,336 +50%
RIM
318
Redwood Investment Management
Arizona
$2.17M -$71.6K -1,533 -3%
AOWM
319
Alpha Omega Wealth Management
Virginia
$2.16M +$87.1K +1,865 +4%
AWS
320
Atria Wealth Solutions
New York
$2.15M +$257K +5,491 +14%
PWW
321
Pettyjohn Wood & White
Virginia
$2.12M -$311K -6,661 -13%
GWA
322
Gratus Wealth Advisors
Virginia
$2.11M +$255K +5,452 +14%
DILIC
323
Dai-ichi Life Insurance Company
Japan
$2.1M
NMERB
324
New Mexico Educational Retirement Board
New Mexico
$2.07M -$60.7K -1,300 -3%
MCB
325
Morton Community Bank
Illinois
$2.07M +$120K +2,560 +6%

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.