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Dominion Energy

1,371 hedge funds and large institutions have $35.4B invested in Dominion Energy in 2024 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 489 increasing their positions, 510 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $295M | Put options by funds: $168M

31% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 131

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more funds holding

Funds holding: 1,3491,371 (+22)

0.74% more ownership

Funds ownership: 76.55%77.29% (+0.74%)

4% less repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 510

4% less capital invested

Capital invested by funds: $37B → $35.4B (-$1.65B)

Holders
1,371
Holders Change
+22
Holders Change %
+1.63%
% of All Funds
18.06%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
172
Increased
489
Reduced
510
Closed
131
Calls
$295M
Puts
$168M
Net Calls
+$127M
Net Calls Change
-$77.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
651
Csenge Advisory Group
Florida
$649K -$53.2K -932 -7%
VVP
652
Venture Visionary Partners
Ohio
$646K -$96.1K -1,685 -12%
ISL
653
Ingalls & Snyder LLC
New York
$645K -$21.7K -380 -3%
SHA
654
Seneca House Advisors
Virginia
$645K +$109K +1,915 +19%
TT
655
TI-Trust
Illinois
$642K
MWM
656
Meridian Wealth Management
Kentucky
$639K +$324K +5,687 +92%
CG
657
Caprock Group
Idaho
$635K +$123K +2,157 +22%
BF
658
BOK Financial
Oklahoma
$634K -$113K -1,978 -14%
FIA
659
Foundations Investment Advisors
Arizona
$634K +$20.8K +365 +3%
TG
660
TCW Group
California
$633K +$16.8K +294 +3%
HIMC
661
Heritage Investors Management Corp
Maryland
$631K +$46K +807 +7%
ACM
662
Adalta Capital Management
New York
$630K +$297K +5,200 +80%
CCT
663
Chemung Canal Trust
New York
$627K -$10.8K -190 -2%
BWFA
664
Baltimore-Washington Financial Advisors
Maryland
$627K +$3.08K +54 +0.5%
JWCA
665
J.W. Cole Advisors
Florida
$626K +$14.7K +257 +2%
SLI
666
Sumitomo Life Insurance
Japan
$626K -$24.2K -425 -4%
SFI
667
SPC Financial Inc
Maryland
$625K -$5.08K -89 -0.8%
CT
668
Caldwell Trust
Florida
$621K
HKIM
669
Hayek Kallen Investment Management
Alabama
$620K -$28K -490 -4%
PPW
670
Parcion Private Wealth
Washington
$619K
JIC
671
Joel Isaacson & Co
New York
$616K +$3.82K +67 +0.6%
HI
672
Hendershot Investments
Virginia
$614K -$17.1K -300 -3%
JIC
673
Johnson Investment Counsel
Ohio
$614K -$55K -965 -8%
SAM
674
Strive Asset Management
Ohio
$613K +$649K +11,373 New
NAM
675
NTV Asset Management
West Virginia
$607K -$13.2K -232 -2%

D Hedge Fund Activity: Q4 2024 in Review

1,371 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2024, worth a combined $35.4B — down 4.5% from $37B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new D positions and 131 closed out — a net gain of 41 holders — while 489 added to existing stakes and 510 trimmed.

The largest buyer was BlackRock, adding an estimated $172M. The largest seller was T. Rowe Price Associates, cutting an estimated $260M.

  • 1,371 institutional investors held Dominion Energy (D) as of Q4 2024, up from 1,349 in Q3 2024.
  • Funds reported $35.4B of Dominion Energy stock for Q4 2024, down 4.5% quarter-over-quarter.
  • 172 funds opened new Dominion Energy positions in Q4 2024 and 131 closed out, a net change of +41 holders.
  • The largest Dominion Energy buyer in Q4 2024 was BlackRock, an estimated $172M added.
  • The largest Dominion Energy seller in Q4 2024 was T. Rowe Price Associates, an estimated $260M sold.

Based on aggregated 13F filings for Q4 2024.