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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
BF
451
BOK Financial
Oklahoma
$1.02M -$89K -1,905 -8%
3IP
452
3Chopt Investment Partners
Virginia
$1.02M -$2.76K -59 -0.3%
TRCT
453
Tower Research Capital (TRC)
New York
$1.02M -$3.62M -77,568 -79%
JFL
454
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.01M -$234K -5,000 -20%
SAG
455
SageView Advisory Group
California
$1.01M -$464K -9,927 -33%
CANC
456
Culbertson A N & Co
Virginia
$1.01M -$103K -2,200 -10%
BFA
457
Buttonwood Financial Advisors
Maryland
$1.01M +$86.7K +1,857 +10%
AIM
458
Anchor Investment Management
South Carolina
$1.01M -$81K -1,733 -8%
CA
459
Cullinan Associates
Kentucky
$1M -$79.4K -1,700 -8%
BHIA
460
Birch Hill Investment Advisors
Massachusetts
$1M
TCOV
461
Trust Company of Vermont
Vermont
$984K +$146K +3,127 +19%
PWM
462
PBMares Wealth Management
Virginia
$980K +$166K +3,556 +22%
SCM
463
Schnieders Capital Management
California
$974K -$251K -5,375 -21%
AUB
464
Atlantic Union Bankshares
Virginia
$973K -$89.8K -1,922 -9%
LAS
465
Lloyd Advisory Services
Georgia
$966K +$714K +15,278 +350%
PFSC
466
Peoples Financial Services Corp
Pennsylvania
$965K -$34.7K -742 -4%
VFA
467
Valeo Financial Advisors
Indiana
$965K +$365K +7,818 +71%
TNB
468
Thomasville National Bank
Georgia
$962K -$378K -8,088 -29%
ACIM
469
Azimuth Capital Investment Management
Michigan
$960K +$4.95K +106 +0.5%
DPAM
470
Degroof Petercam Asset Management
Belgium
$959K
CFGS
471
Concourse Financial Group Securities
Alabama
$940K -$20.8K -446 -2%
DWMS
472
Dominguez Wealth Management Solutions
Virginia
$938K +$2.48K +53 +0.3%
WPC
473
Waters Parkerson & Co
Louisiana
$938K -$8.6K -184 -1%
BMO
474
Beck Mack & Oliver
New York
$933K
FGA
475
Fortis Group Advisors
New Jersey
$932K +$884K +18,914 +72,746%

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.