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Dominion Energy

1,349 hedge funds and large institutions have $37B invested in Dominion Energy in 2024 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 502 increasing their positions, 488 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $373M | Put options by funds: $168M

114% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 77

19% more capital invested

Capital invested by funds: $31.1B → $37B (+$5.92B)

6% more funds holding

Funds holding: 1,2731,349 (+76)

3% more repeat investments, than reductions

Existing positions increased: 502 | Existing positions reduced: 488

0.86% more ownership

Funds ownership: 75.69%76.55% (+0.86%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
1,349
Holders Change
+76
Holders Change %
+5.97%
% of All Funds
19.37%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
165
Increased
502
Reduced
488
Closed
77
Calls
$373M
Puts
$168M
Net Calls
+$205M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NW
351
NewEdge Wealth
Pennsylvania
$2.39M +$273K +5,006 +14%
NMERB
352
New Mexico Educational Retirement Board
New Mexico
$2.37M -$65.6K -1,200 -3%
SGC
353
Slocum, Gordon & Co
Rhode Island
$2.36M +$164K +3,005 +8%
AF
354
Ally Financial
Michigan
$2.31M
BRWA
355
B. Riley Wealth Advisors
Florida
$2.31M +$119K +2,177 +6%
FTWA
356
Fifth Third Wealth Advisors
Ohio
$2.31M +$167K +3,053 +8%
SWP
357
Stratos Wealth Partners
Ohio
$2.28M +$252K +4,608 +13%
ASN
358
Advisory Services Network
Georgia
$2.27M
NIM
359
NEOS Investment Management
Connecticut
$2.26M +$444K +8,120 +26%
WBC
360
Westpac Banking Corp
Australia
$2.26M -$292K -5,336 -12%
TI
361
Tidal Investments
Wisconsin
$2.22M +$158K +2,891 +8%
CPBTD
362
Central Pacific Bank - Trust Division
Hawaii
$2.2M -$10.9K -200 -0.5%
CA
363
Cornerstone Advisors
North Carolina
$2.18M
SC
364
Sepio Capital
Utah
$2.17M -$117K -2,134 -5%
IWC
365
Integrated Wealth Concepts
Massachusetts
$2.16M -$144K -2,632 -7%
FHB
366
First Hawaiian Bank
Hawaii
$2.15M -$88.2K -1,615 -4%
BCM
367
BTC Capital Management
Iowa
$2.11M -$77.9K -1,426 -4%
AOWM
368
Alpha Omega Wealth Management
Virginia
$2.09M -$162K -2,968 -8%
CA
369
Clearstead Advisors
Ohio
$2.07M +$18.3K +335 +0.9%
PWW
370
Pettyjohn Wood & White
Virginia
$2.07M -$318K -5,820 -14%
SCP
371
Stamos Capital Partners
California
$2.06M -$1.08M -19,750 -36%
FSA
372
Financial Security Advisor
Virginia
$2.06M +$158K +2,889 +9%
SDIC
373
South Dakota Investment Council
South Dakota
$2.06M
NB
374
Norinchukin Bank
Japan
$2.06M +$302K +5,533 +18%
UCFA
375
United Capital Financial Advisors
Texas
$2.05M -$37.2K -680 -2%

D Hedge Fund Activity: Q3 2024 in Review

1,349 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2024, worth a combined $37B — up 19% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new D positions and 77 closed out — a net gain of 88 holders — while 502 added to existing stakes and 488 trimmed.

The largest buyer was BlackRock, adding an estimated $284M. The largest seller was Federated Hermes, cutting an estimated $188M.

  • 1,349 institutional investors held Dominion Energy (D) as of Q3 2024, up from 1,273 in Q2 2024.
  • Funds reported $37B of Dominion Energy stock for Q3 2024, up 19% quarter-over-quarter.
  • 165 funds opened new Dominion Energy positions in Q3 2024 and 77 closed out, a net change of +88 holders.
  • The largest Dominion Energy buyer in Q3 2024 was BlackRock, an estimated $284M added.
  • The largest Dominion Energy seller in Q3 2024 was Federated Hermes, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2024.