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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
HI
526
Hendershot Investments
Virginia
$733K -$40.7K -871 -6%
IF
527
Intrua Financial
Texas
$733K +$30.2K +646 +5%
VIM
528
Vista Investment Management
Pennsylvania
$728K +$692K +14,806 New
AWM
529
Apollon Wealth Management
South Carolina
$727K -$1.01M -21,594 -59%
MLA
530
My Legacy Advisors
Oregon
$727K +$13.7K +293 +2%
AWM
531
Adams Wealth Management
Utah
$724K -$14K -300 -2%
AM
532
AGF Management
Ontario, Canada
$723K +$686K +14,690 New
DZ Bank
533
DZ Bank
Germany
$719K -$1.2M -25,688 -64%
AFAS
534
Acorn Financial Advisory Services
Virginia
$719K -$83.3K -1,783 -11%
FFA
535
Founders Financial Alliance
North Carolina
$717K +$794 +17 +0.1%
JCM
536
Jacobi Capital Management
Pennsylvania
$715K +$25.1K +538 +4%
SCA
537
Snowden Capital Advisors
New York
$714K +$38.1K +815 +6%
ACS
538
Archford Capital Strategies
Illinois
$713K -$19.7K -422 -3%
WAP
539
Wealthcare Advisory Partners
Pennsylvania
$712K +$2.57K +55 +0.4%
EM
540
Excalibur Management
Massachusetts
$712K +$70.4K +1,508 +12%
JWCA
541
J.W. Cole Advisors
Florida
$710K +$46.9K +1,003 +7%
MIM
542
Marco Investment Management
Georgia
$708K -$7.01K -150 -1%
IIM
543
INTECH Investment Management
Florida
$708K +$672K +14,383 New
VVP
544
Venture Visionary Partners
Ohio
$707K -$104K -2,229 -13%
HTC
545
Haverford Trust Company
Pennsylvania
$703K
LW
546
Linscomb Wealth
Texas
$701K -$16.3K -348 -2%
Walleye Capital
547
Walleye Capital
New York
$698K +$663K +14,200 New
DBRC
548
D.B. Root & Company
Pennsylvania
$696K -$39.2K -840 -6%
TH
549
TCTC Holdings
Texas
$693K -$23.4K -500 -3%
CCG
550
Cypress Capital Group
Florida
$686K -$25.4K -544 -4%

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.