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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
BFG
426
Bleakley Financial Group
New Jersey
$1.16M +$66.6K +1,425 +6%
AssetMark Inc
427
AssetMark Inc
California
$1.13M -$104K -2,235 -9%
PCS
428
Personal CFO Solutions
New Jersey
$1.13M +$634K +13,575 +144%
FNT
429
First National Trust
Pennsylvania
$1.13M -$385K -8,246 -26%
WA
430
Wealth Alliance
New York
$1.13M +$140K +3,006 +15%
TAM
431
Tocqueville Asset Management
New York
$1.12M -$49K -1,050 -4%
Squarepoint
432
Squarepoint
New York
$1.12M +$934 +20 +0.1%
RIM
433
Rakuten Investment Management
Japan
$1.11M +$954K +20,432 +988%
CICI
434
Capital Investment Counsel Inc
North Carolina
$1.11M +$29.9K +640 +3%
CHC
435
City Holding Co
West Virginia
$1.11M -$42.8K -917 -4%
OTPPB
436
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.1M +$462K +9,891 +79%
SPC
437
Sigma Planning Corp
Michigan
$1.1M +$626K +13,397 +150%
CIA
438
Concurrent Investment Advisors
Florida
$1.1M -$56.3K -1,205 -5%
ASN
439
Advisory Services Network
Georgia
$1.09M -$30.3K -649 -3%
MCM
440
MAI Capital Management
Ohio
$1.09M +$318K +6,797 +44%
UB
441
UMB Bank
Missouri
$1.06M -$333K -7,119 -25%
RIL
442
Rothschild Investment LLC
Illinois
$1.05M +$79.7K +1,707 +9%
EWM
443
Elmwood Wealth Management
California
$1.05M +$416K +8,905 +71%
Teacher Retirement System of Texas
444
Teacher Retirement System of Texas
Texas
$1.05M -$801K -17,150 -45%
RCM
445
Radnor Capital Management
Pennsylvania
$1.05M -$6.54K -140 -0.7%
NIM
446
NEOS Investment Management
Connecticut
$1.04M +$430K +9,198 +77%
AIMCA
447
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.03M
SWM
448
Spire Wealth Management
Virginia
$1.03M +$29K +621 +3%
BFEC
449
Benjamin F. Edwards & Company
Missouri
$1.02M -$31K -663 -3%
NB
450
NBT Bank
New York
$1.02M -$91.2K -1,952 -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.