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Dominion Energy

1,371 hedge funds and large institutions have $35.4B invested in Dominion Energy in 2024 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 489 increasing their positions, 510 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $295M | Put options by funds: $168M

31% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 131

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more funds holding

Funds holding: 1,3491,371 (+22)

0.74% more ownership

Funds ownership: 76.55%77.29% (+0.74%)

4% less repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 510

4% less capital invested

Capital invested by funds: $37B → $35.4B (-$1.65B)

Holders
1,371
Holders Change
+22
Holders Change %
+1.63%
% of All Funds
18.06%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
172
Increased
489
Reduced
510
Closed
131
Calls
$295M
Puts
$168M
Net Calls
+$127M
Net Calls Change
-$77.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WPC
526
Waters Parkerson & Co
Louisiana
$949K
BMO
527
Beck Mack & Oliver
New York
$948K -$78.3K -1,372 -7%
FRA
528
Frank Rimerman Advisors
California
$931K +$34.3K +601 +4%
EWM
529
Elmwood Wealth Management
California
$931K -$44K -771 -4%
UB
530
UMB Bank
Missouri
$930K +$37K +649 +4%
TCM
531
Teza Capital Management
Illinois
$921K +$976K +17,108 New
GFPC
532
Global Financial Private Client
Florida
$921K +$267K +4,672 +38%
TCOV
533
Trust Company of Vermont
Vermont
$920K -$56.2K -985 -5%
SW
534
SteelPeak Wealth
California
$918K +$91.2K +1,599 +10%
MC
535
Meketa Capital
Massachusetts
$916K +$970K +17,009 New
MIG
536
Meketa Investment Group
Massachusetts
$916K +$970K +17,009 New
BMSSC
537
B. Metzler seel. Sohn & Co
Germany
$913K
SG
538
StoneX Group
New York
$913K +$613K +10,754 +174%
SOAMC
539
Spirit of America Management Corp
New York
$908K +$99.8K +1,750 +12%
UAS
540
United Asset Strategies
New York
$905K -$2.79K -49 -0.3%
DCM
541
Donaldson Capital Management
Indiana
$903K +$14.1K +247 +1%
MIF
542
Mediolanum International Funds
Ireland
$896K +$195K +3,413 +26%
BPA
543
Beacon Pointe Advisors
California
$894K -$315K -5,519 -25%
S
544
SignatureFD
Georgia
$893K -$6.73K -118 -0.7%
SFG
545
Sovereign Financial Group
Connecticut
$889K +$33.9K +594 +4%
GT
546
Greenleaf Trust
Michigan
$889K +$19.9K +349 +2%
TPA
547
Trivium Point Advisory
Connecticut
$885K -$28.6K -502 -3%
VA
548
Vident Advisory
Georgia
$882K +$160K +2,806 +21%
SB
549
Simmons Bank
Arkansas
$878K -$65.9K -1,155 -7%
CF
550
Claris Financial
Virginia
$878K +$930K +16,302 New

D Hedge Fund Activity: Q4 2024 in Review

1,371 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2024, worth a combined $35.4B — down 4.5% from $37B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new D positions and 131 closed out — a net gain of 41 holders — while 489 added to existing stakes and 510 trimmed.

The largest buyer was BlackRock, adding an estimated $172M. The largest seller was T. Rowe Price Associates, cutting an estimated $260M.

  • 1,371 institutional investors held Dominion Energy (D) as of Q4 2024, up from 1,349 in Q3 2024.
  • Funds reported $35.4B of Dominion Energy stock for Q4 2024, down 4.5% quarter-over-quarter.
  • 172 funds opened new Dominion Energy positions in Q4 2024 and 131 closed out, a net change of +41 holders.
  • The largest Dominion Energy buyer in Q4 2024 was BlackRock, an estimated $172M added.
  • The largest Dominion Energy seller in Q4 2024 was T. Rowe Price Associates, an estimated $260M sold.

Based on aggregated 13F filings for Q4 2024.