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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
PWP
601
Precedent Wealth Partners
Texas
$756K +$128K +2,345 +22%
GLA
602
Good Life Advisors
Pennsylvania
$753K +$77.1K +1,412 +12%
ACM
603
AlphaStar Capital Management
North Carolina
$752K +$252K +4,615 +55%
VCA
604
Verdence Capital Advisors
Maryland
$748K -$570K -10,427 -45%
PBK
605
Peoples Bank (Kansas)
Kansas
$747K -$5.46K -100 -0.8%
PI
606
PFG Investments
New York
$745K -$30.2K -552 -4%
HI
607
Harbour Investments
Wisconsin
$740K -$9.78K -179 -1%
MAM
608
Morse Asset Management
Connecticut
$734K +$694K +12,704 New
CAG
609
Csenge Advisory Group
Florida
$729K -$12.3K -226 -2%
AIM
610
Anchor Investment Management
South Carolina
$729K -$375K -6,870 -35%
CCM
611
Chickasaw Capital Management
Tennessee
$725K -$54.6K -1,000 -7%
JWM
612
Jeppson Wealth Management
California
$720K -$546 -10 -0.1%
SLWA
613
San Luis Wealth Advisors
California
$719K +$362K +6,629 +114%
GFPC
614
Global Financial Private Client
Florida
$718K +$679K +12,421 New
KFGK
615
Keystone Financial Group (Kentucky)
Kentucky
$715K +$5.08K +93 +0.8%
JIC
616
Johnson Investment Counsel
Ohio
$714K -$760K -13,916 -53%
HIC
617
Holderness Investments Company
North Carolina
$714K -$929 -17 -0.1%
ISL
618
Ingalls & Snyder LLC
New York
$714K
SC
619
Savant Capital
Illinois
$706K +$22.8K +418 +4%
CCM
620
Canal Capital Management
Virginia
$705K +$4.97K +91 +0.8%
LW
621
Linscomb Wealth
Texas
$702K -$50.3K -920 -7%
GWM
622
Geneos Wealth Management
Colorado
$701K -$2.56M -46,789 -79%
4WM
623
44 Wealth Management
Oregon
$701K +$629K +11,508 New
MLA
624
My Legacy Advisors
Oregon
$701K -$160K -2,930 -19%
Robeco Institutional Asset Management
625
Robeco Institutional Asset Management
Netherlands
$698K

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.