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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
KWM
426
Kingsview Wealth Management
Oregon
$1.54M -$54.6K -999 -4%
NMIMC
427
Northwestern Mutual Investment Management Company
Wisconsin
$1.54M -$4.7K -86 -0.3%
BFA
428
Bragg Financial Advisors
North Carolina
$1.5M -$510K -9,343 -26%
LDB
429
Lee, Danner & Bass
Tennessee
$1.5M -$39.7K -726 -3%
BSA
430
Bull Street Advisors
Georgia
$1.49M -$7.54K -138 -0.5%
PAS
431
Park Avenue Securities
New York
$1.49M -$277K -5,070 -16%
Marshall Wace
432
Marshall Wace
United Kingdom
$1.47M -$450K -8,243 -24%
MC
433
Moors & Cabot
Massachusetts
$1.47M -$108K -1,981 -7%
MA
434
MYDA Advisors
New York
$1.44M +$1.37M +25,000 New
BHPW
435
Beverly Hills Private Wealth
California
$1.44M -$410K -7,497 -23%
KRSITF
436
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.44M -$120K -2,197 -8%
TCOT
437
Trust Company of Toledo
Ohio
$1.43M -$99.2K -1,816 -7%
AUB
438
Atlantic Union Bankshares
Virginia
$1.41M -$15.7K -287 -1%
XT
439
XTX Topco
Cayman Islands
$1.41M +$1.33M +24,428 New
IAN
440
Integrated Advisors Network
Texas
$1.41M -$55.1K -1,009 -4%
CICI
441
Capital Investment Counsel Inc
North Carolina
$1.41M -$5.08K -93 -0.4%
WSFS
442
Wilmington Savings Fund Society
Delaware
$1.4M +$601K +11,006 +83%
PA
443
Pinnacle Associates
New York
$1.39M +$92.1K +1,686 +6%
BFG
444
Bleakley Financial Group
New Jersey
$1.37M -$97.4K -1,782 -7%
PCS
445
Personal CFO Solutions
New Jersey
$1.35M +$6.5K +119 +0.5%
SPC
446
Sigma Planning Corp
Michigan
$1.34M +$58.6K +1,073 +5%
TL
447
Tradewinds LLC
North Carolina
$1.33M +$55 +1 +0%
HTC
448
Haverford Trust Company
Pennsylvania
$1.32M +$224K +4,098 +22%
AAB
449
ABN AMRO Bank
Netherlands
$1.31M +$937K +17,146 +305%
RI
450
Ridgewood Investments
New Jersey
$1.3M -$124K -2,269 -9%

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.