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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
CFB
601
Cullen/Frost Bankers
Texas
$575K -$19.9K -425 -4%
WSFS
602
Wilmington Savings Fund Society
Delaware
$568K +$540K +11,550 New
CT
603
Caldwell Trust
Florida
$567K -$82.8K -1,773 -13%
PT
604
Plimoth Trust
Massachusetts
$565K -$23.1K -495 -4%
LNWWM
605
Laird Norton Wetherby Wealth Management
California
$563K +$33.4K +715 +7%
JWM
606
Jeppson Wealth Management
California
$563K +$267K +5,717 +100%
BWFA
607
Baltimore-Washington Financial Advisors
Maryland
$562K +$2.62K +56 +0.5%
HCM
608
Hall Capital Management
Rhode Island
$559K -$59.8K -1,280 -10%
SHA
609
Seneca House Advisors
Virginia
$559K +$10.7K +228 +2%
WTC
610
WhitTier Trust Company
Nevada
$558K -$103K -2,202 -16%
EF
611
Empowered Funds
Pennsylvania
$556K +$112K +2,406 +27%
PA
612
Procyon Advisors
Connecticut
$556K -$59.9K -1,283 -10%
TG
613
TCW Group
California
$555K -$90.8K -1,943 -15%
PFA
614
Pathway Financial Advisers
Indiana
$554K -$34.8K -746 -6%
IAS
615
Insigneo Advisory Services
Florida
$554K -$64.6K -1,383 -11%
PWP
616
Principle Wealth Partners
Connecticut
$553K +$227K +4,854 +76%
GI
617
GAMMA Investing
California
$552K +$211K +4,521 +68%
SWS
618
SYSTM Wealth Solutions
Illinois
$551K -$62.2K -1,331 -11%
AQR Capital Management
619
AQR Capital Management
Connecticut
$548K -$5.56K -119 -1%
VCM
620
Violich Capital Management
California
$544K
SHFA
621
SS&H Financial Advisors
Michigan
$543K -$32.7K -700 -6%
HIMC
622
Heritage Investors Management Corp
Maryland
$542K +$26.9K +575 +6%
SGK
623
Steigerwald Gordon & Koch
Virginia
$539K -$859K -18,379 -63%
USCWA
624
U.S. Capital Wealth Advisors
Texas
$539K +$3.27K +70 +0.6%
EH
625
Equitable Holdings
New York
$534K +$43.4K +929 +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.