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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
ACM
501
Arlington Capital Management
Illinois
$810K +$9.2K +197 +1%
IMC Chicago
502
IMC Chicago
Illinois
$809K +$768K +16,443 New
CWG
503
Cornerstone Wealth Group
North Carolina
$809K +$136K +2,902 +21%
BHBT
504
Burke & Herbert Bank & Trust
Virginia
$808K -$1.87K -40 -0.2%
SW
505
SteelPeak Wealth
California
$799K +$758K +16,233 New
SFG
506
Sovereign Financial Group
Connecticut
$794K +$29.5K +631 +4%
AA
507
Ancora Advisors
Ohio
$785K -$42K -900 -5%
WC
508
Woodstock Corp
Massachusetts
$784K -$23.4K -500 -3%
DA
509
Dover Advisors
Virginia
$774K -$152K -3,263 -17%
BEC
510
Blue Edge Capital
Virginia
$773K +$420 +9 +0.1%
BONH
511
Bank of New Hampshire
New Hampshire
$770K -$99.1K -2,121 -12%
CB
512
CNB Bank
Pennsylvania
$769K +$65.5K +1,403 +10%
GAMC
513
Garner Asset Management Corp
Texas
$767K +$538K +11,514 +283%
SAMC
514
Spectrum Asset Management (California)
California
$758K +$720K +15,412 New
HI
515
Horizon Investments
North Carolina
$758K +$1.77K +38 +0.2%
JGUA
516
John G. Ullman & Associates
New York
$753K +$715K +15,300 New
EFS
517
Essex Financial Services
Connecticut
$752K +$714K +15,284 New
CTA
518
Chesley Taft & Associates
Illinois
$749K +$213K +4,550 +43%
BHWM
519
Bar Harbor Wealth Management
New Hampshire
$747K -$151K -3,233 -18%
WCM
520
Whitener Capital Management
North Carolina
$744K -$19.6K -419 -3%
Arrowstreet Capital
521
Arrowstreet Capital
Massachusetts
$744K +$706K +15,115 New
SOAMC
522
Spirit of America Management Corp
New York
$743K -$70.1K -1,500 -9%
ADL
523
Asset Dedication LLC
California
$742K -$549K -11,743 -44%
SFA
524
Sequoia Financial Advisors
Ohio
$741K -$181K -3,871 -20%
S
525
SignatureFD
Georgia
$734K +$55.1K +1,180 +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.