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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
Jones Financial Companies
651
Jones Financial Companies
Missouri
$483K +$169K +3,622 +58%
MBTD
652
Mechanics Bank - Trust Department
California
$482K -$3.5K -75 -0.8%
HPC
653
HM Payson & Co
Maine
$482K -$344K -7,358 -43%
ITC
654
Inspire Trust Company
Nevada
$482K +$458K +9,800 New
NP
655
NorthRock Partners
Minnesota
$482K -$32.7K -699 -7%
LC
656
Lindbrook Capital
California
$481K -$64.7K -1,384 -12%
VA
657
Vident Advisory
Georgia
$479K +$86.8K +1,859 +24%
Qube Research & Technologies (QRT)
658
Qube Research & Technologies (QRT)
United Kingdom
$478K +$259K +5,555 +133%
FNBT
659
FineMark National Bank & Trust
Florida
$478K -$8.92K -191 -2%
RG
660
Renaissance Group
Kentucky
$478K -$5.33K -114 -1%
ICA
661
Infrastructure Capital Advisors
New York
$477K -$10.7K -228 -2%
LFAS
662
Level Four Advisory Services
Texas
$476K
MFG
663
Merit Financial Group
Georgia
$475K -$197K -4,217 -31%
GFS
664
GYL Financial Synergies
Connecticut
$475K -$159K -3,406 -26%
CCM
665
Canal Capital Management
Virginia
$474K -$183K -3,928 -29%
SC
666
Savant Capital
Illinois
$472K -$11K -236 -2%
AAG
667
Armstrong Advisory Group
Massachusetts
$469K
CCT
668
Chemung Canal Trust
New York
$468K -$41.7K -892 -9%
OHWP
669
Oak Harbor Wealth Partners
North Carolina
$468K +$18.7K +400 +4%
TL
670
Tradewinds LLC
North Carolina
$466K +$443K +9,481 New
SWK
671
Stephen W. Kidder
$464K
CRI
672
Commonwealth Retirement Investments
Virginia
$463K -$1.87K -40 -0.4%
HFRG
673
Houlihan Financial Resource Group
Virginia
$462K +$420 +9 +0.1%
SWM
674
Salvus Wealth Management
New Jersey
$458K -$420 -9 -0.1%
BC
675
Burney Company
Virginia
$458K -$70.1K -1,500 -14%

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.