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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
TPA
526
Trivium Point Advisory
Connecticut
$958K -$55.6K -1,017 -6%
HCM
527
Highview Capital Management
Illinois
$957K +$11.5K +211 +1%
SCA
528
Snowden Capital Advisors
New York
$956K +$142K +2,608 +19%
DCM
529
Donaldson Capital Management
Indiana
$954K +$206K +3,778 +30%
AF
530
Arrow Financial
New York
$942K -$408K -7,475 -31%
FHA
531
First Horizon Advisors
Tennessee
$937K -$32.6K -597 -4%
GT
532
Greenleaf Trust
Michigan
$933K -$15.5K -284 -2%
SAG
533
SageView Advisory Group
California
$929K -$293K -5,369 -25%
HH
534
Hilltop Holdings
Texas
$926K +$194K +3,547 +28%
CTA
535
Chesley Taft & Associates
Illinois
$924K +$22.9K +420 +3%
SFG
536
Sovereign Financial Group
Connecticut
$920K -$8.58K -157 -1%
EWA
537
Exencial Wealth Advisors
Oklahoma
$913K -$37.5K -686 -4%
DA
538
Dover Advisors
Virginia
$911K
VFA
539
Valeo Financial Advisors
Indiana
$909K -$150K -2,749 -15%
BEC
540
Blue Edge Capital
Virginia
$908K
TC
541
TownSquare Capital
Utah
$906K +$158K +2,899 +23%
PCIA
542
Prime Capital Investment Advisors
Kansas
$904K -$72.6K -1,328 -8%
HI
543
Horizon Investments
North Carolina
$898K -$42.6K -779 -5%
JCM
544
Jacobi Capital Management
Pennsylvania
$897K +$70.2K +1,285 +9%
GFA
545
Gallagher Fiduciary Advisors
Illinois
$895K +$408K +7,473 +93%
BEI
546
Benjamin Edwards Inc
Missouri
$894K +$827K +15,138 +4,587%
SW
547
SteelPeak Wealth
California
$892K -$159K -2,913 -16%
HAS
548
HBW Advisory Services
California
$891K +$819 +15 +0.1%
PCG
549
Prosperity Consulting Group
Maryland
$888K +$604K +11,047 +256%
Walleye Capital
550
Walleye Capital
New York
$885K -$1.04M -19,057 -55%

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.