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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
NA
326
NewEdge Advisors
Louisiana
$2.03M -$1.54M -32,880 -44%
AAS
327
Avantax Advisory Services
Texas
$2.02M -$581K -12,438 -23%
ATC
328
Argent Trust Co
Tennessee
$2.01M +$135K +2,888 +8%
LS
329
Leelyn Smith
Illinois
$2.01M +$128K +2,735 +7%
PCIA
330
Prime Capital Investment Advisors
Kansas
$1.98M -$102K -2,178 -5%
Nordea Investment Management
331
Nordea Investment Management
Sweden
$1.97M -$27.2K -582 -1%
AF
332
Ally Financial
Michigan
$1.97M
SI
333
Stephens Inc
Arkansas
$1.96M -$184K -3,934 -9%
CPBTD
334
Central Pacific Bank - Trust Division
Hawaii
$1.95M +$1.86M +39,735 New
IWC
335
Integrated Wealth Concepts
Massachusetts
$1.95M +$100K +2,143 +6%
IWM
336
IHT Wealth Management
Illinois
$1.94M +$346K +7,397 +23%
AG
337
Ascent Group
Virginia
$1.93M -$140 -3 -0%
RC
338
Resolution Capital
Australia
$1.93M -$600K -12,847 -25%
SIP
339
Stoneridge Investment Partners
Pennsylvania
$1.93M +$1.28M +27,438 +232%
FHB
340
First Hawaiian Bank
Hawaii
$1.91M -$128K -2,739 -7%
NW
341
NewEdge Wealth
Pennsylvania
$1.89M +$294K +6,288 +21%
TIAA Trust, National Association
342
TIAA Trust, National Association
North Carolina
$1.87M +$137K +2,924 +8%
SGC
343
Slocum, Gordon & Co
Rhode Island
$1.86M -$30.6K -655 -2%
GLLW
344
Graves Light Lenhart Wealth
Virginia
$1.85M -$153K -3,279 -8%
FB
345
Fulton Bank
Pennsylvania
$1.85M -$47.4K -1,014 -3%
BFIM
346
Beese Fulmer Investment Management
Ohio
$1.81M -$64K -1,370 -4%
Group One Trading
347
Group One Trading
Illinois
$1.8M +$1.71M +36,658 New
UCFA
348
United Capital Financial Advisors
Texas
$1.79M +$326K +6,973 +24%
MA
349
Mutual Advisors
Nebraska
$1.77M -$81.3K -1,741 -5%
JHCP
350
Jackson Hole Capital Partners
Oklahoma
$1.77M +$168K +3,592 +11%

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.