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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
GC
626
Grimes & Company
Massachusetts
$534K +$69.5K +1,488 +16%
Lido Advisors
627
Lido Advisors
California
$529K +$48.7K +1,043 +11%
PWMAG
628
Pinnacle Wealth Management Advisory Group
New Jersey
$527K +$14.9K +320 +3%
PPW
629
Parcion Private Wealth
Washington
$526K
GLA
630
Good Life Advisors
Pennsylvania
$522K -$747 -16 -0.2%
DWP
631
Daymark Wealth Partners
Ohio
$521K +$20.2K +432 +4%
KFI
632
Key Financial Inc
Pennsylvania
$520K
APM
633
Advanced Portfolio Management
New York
$517K +$491K +10,514 New
VT
634
Vise Technologies
New York
$514K +$145K +3,095 +42%
MWM
635
Modera Wealth Management
New Jersey
$514K -$28.4K -609 -6%
EWA
636
EverSource Wealth Advisors
Alabama
$511K +$329K +7,047 +237%
CPIA
637
Cornell Pochily Investment Advisors
New York
$510K -$115K -2,452 -19%
FAIM
638
Financial Advocates Investment Management
Washington
$510K +$28.7K +615 +6%
KWA
639
Kingswood Wealth Advisors
California
$509K +$158K +3,387 +49%
LIM
640
Longfellow Investment Management
Massachusetts
$507K +$3.69K +79 +0.8%
SFI
641
SPC Financial Inc
Maryland
$506K -$16.5K -354 -3%
ERIM
642
Eagle Ridge Investment Management
Connecticut
$504K +$177K +3,792 +59%
TSWM
643
Triangle Securities Wealth Management
North Carolina
$501K -$79.9K -1,710 -14%
OIA
644
OneDigital Investment Advisors
Kansas
$500K +$25.5K +545 +6%
HSA
645
HBK Sorce Advisory
Pennsylvania
$491K +$32.8K +702 +8%
MAS
646
Meeder Advisory Services
Ohio
$487K +$73.2K +1,567 +19%
FCP
647
Fidelis Capital Partners
Florida
$486K +$195K +4,171 +73%
PWA
648
Phoenix Wealth Advisors
North Carolina
$484K +$24.9K +533 +6%
MA
649
MONECO Advisors
Connecticut
$484K +$460K +9,840 New
CWM
650
Centurion Wealth Management
Virginia
$484K +$18.2K +390 +4%

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.