We are live on ! Find out more
D icon

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
MIP
476
Marietta Investment Partners
Wisconsin
$929K
CK
477
Cohen Klingenstein
New York
$920K
WW
478
Waterfront Wealth
Kansas
$919K +$32.6K +698 +4%
SC
479
SouthState Corp
Florida
$917K -$166K -3,559 -16%
HWA
480
Heritage Wealth Advisors
Virginia
$909K +$16.8K +359 +2%
SB
481
Simmons Bank
Arkansas
$907K -$37.4K -800 -4%
CCM
482
Coldstream Capital Management
Washington
$898K +$164K +3,507 +24%
CCM
483
Chickasaw Capital Management
Tennessee
$896K
Lazard Asset Management
484
Lazard Asset Management
New York
$893K +$786K +16,815 +1,233%
UAS
485
United Asset Strategies
New York
$887K +$437K +9,353 +108%
GAM
486
Groupama Asset Management
France
$878K -$865K -18,511 -90%
FCM
487
Fourpath Capital Management
Oklahoma
$877K -$18.3K -391 -2%
EWA
488
Exencial Wealth Advisors
Oklahoma
$872K -$19.1K -409 -2%
MMA
489
Miracle Mile Advisors
California
$869K +$16.7K +358 +2%
CB
490
Community Bank
New York
$864K -$143K -3,070 -15%
PFPT
491
Pinnacle Financial Partners (Tennessee)
Tennessee
$850K -$13.5K -288 -2%
FHA
492
First Horizon Advisors
Tennessee
$842K -$2.2K -47 -0.3%
BFA
493
Beacon Financial Advisory
Ohio
$842K +$301K +6,454 +61%
BMSSC
494
B. Metzler seel. Sohn & Co
Germany
$834K +$58.3K +1,249 +8%
THWM
495
Taylor Hoffman Wealth Management
Virginia
$828K -$54.2K -1,160 -6%
PG
496
Patten Group
Tennessee
$827K -$185K -3,966 -19%
VFP
497
Verus Financial Partners
Virginia
$826K -$14.9K -320 -2%
TPA
498
Trivium Point Advisory
Connecticut
$824K -$77.4K -1,656 -9%
LOIM
499
Liberty One Investment Management
Illinois
$819K +$175K +3,753 +29%
GT
500
Greenleaf Trust
Michigan
$812K +$162K +3,469 +27%

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.