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
DWT
576
Dorsey & Whitney Trust
South Dakota
$638K +$205K +4,390 +51%
HIC
577
Holderness Investments Company
North Carolina
$635K +$1.82K +39 +0.3%
Aviva
578
Aviva
United Kingdom
$632K
DCM
579
Donaldson Capital Management
Indiana
$630K -$11.2K -240 -2%
LNC
580
Lincoln National Corp
Pennsylvania
$629K +$80.3K +1,718 +16%
CAG
581
Csenge Advisory Group
Florida
$620K -$41.2K -881 -7%
AF
582
Allworth Financial
California
$613K -$39.9K -855 -6%
BSW
583
Buckingham Strategic Wealth
Missouri
$613K -$97.9K -2,095 -14%
IB
584
Intrust Bank
Kansas
$610K +$62.2K +1,331 +12%
TC
585
TownSquare Capital
Utah
$607K +$155K +3,308 +37%
IW
586
Imprint Wealth
South Carolina
$606K +$117K +2,503 +25%
BTI
587
Blue Trust Inc
Georgia
$605K +$117K +2,500 +26%
HH
588
Hilltop Holdings
Texas
$605K -$53.8K -1,152 -9%
GRP
589
Global Retirement Partners
California
$602K -$14.2K -303 -2%
HKIM
590
Hayek Kallen Investment Management
Alabama
$600K -$275K -5,877 -33%
KFGK
591
Keystone Financial Group (Kentucky)
Kentucky
$600K +$107K +2,283 +23%
Bessemer Group
592
Bessemer Group
New Jersey
$596K +$17.5K +375 +3%
VIM
593
Vinva Investment Management
Australia
$594K +$246K +5,261 +77%
Robeco Institutional Asset Management
594
Robeco Institutional Asset Management
Netherlands
$594K
BP
595
Ballentine Partners
Massachusetts
$592K +$35.6K +762 +7%
PP
596
Patten & Patten
Tennessee
$591K +$70.1K +1,501 +14%
TT
597
TI-Trust
Illinois
$587K
HAS
598
HBW Advisory Services
California
$581K
UBV
599
United Bank (Virginia)
Virginia
$577K +$15.2K +326 +3%
MPPLM
600
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$576K +$212K +4,533 +63%

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.