We are live on ! Find out more
D icon

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
AIP
676
Ameritas Investment Partners
Nebraska
$457K
V
677
VeraBank
Texas
$457K
BAM
678
Belpointe Asset Management
Nevada
$455K -$888 -19 -0.2%
TA
679
TFG Advisers
Michigan
$453K -$22.2K -475 -5%
FG
680
Fiduciary Group
Georgia
$452K +$31.8K +681 +8%
NFG
681
Nations Financial Group
Iowa
$449K -$19.9K -425 -4%
FIA
682
Foundations Investment Advisors
Arizona
$448K -$26.4K -565 -6%
BL
683
Balentine LLC
Georgia
$448K -$88.1K -1,885 -17%
VSQM
684
V-Square Quantitative Management
Illinois
$447K +$161K +3,454 +61%
CAAS
685
Capital Asset Advisory Services
Michigan
$446K -$15.5K -331 -3%
PJSIMP
686
P.J. Schmidt Investment Management (PJS)
Wisconsin
$445K -$119K -2,539 -22%
MOS
687
MGO One Seven
Ohio
$445K +$2.71K +58 +0.6%
OF
688
Outfitter Financial
Maine
$445K -$8.18K -175 -2%
AWM
689
Avior Wealth Management
Nebraska
$442K +$370K +7,931 +755%
CBT
690
Central Bank & Trust
Kentucky
$440K
CI
691
Cigna Investments
Connecticut
$439K -$4.49K -96 -1%
VA
692
Valmark Advisers
Ohio
$437K -$29.1K -624 -7%
HFS
693
Hantz Financial Services
Michigan
$437K -$4.53K -97 -1%
KMWM
694
Keudell/Morrison Wealth Management
Oregon
$434K +$47.4K +1,014 +13%
HL
695
HeadInvest LLC
Maine
$434K -$6.77K -145 -2%
SFI
696
Siemens Fonds Invest
Germany
$434K -$751K -16,077 -65%
WG
697
Welch Group
Alabama
$432K -$6.35K -136 -2%
RP
698
Rowlandmiller & Partners
Georgia
$429K +$140 +3 +0%
WS
699
Wedbush Securities
California
$428K +$5.33K +114 +1%
IIA
700
ICW Investment Advisors
Arizona
$427K -$28.1K -602 -6%

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.