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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
LIM
676
Leavell Investment Management
Alabama
$595K +$103K +1,879 +22%
CCM
677
Chiron Capital Management
Florida
$595K -$437K -8,000 -44%
NP
678
NorthRock Partners
Minnesota
$590K +$15.1K +276 +3%
Citadel Advisors
679
Citadel Advisors
Florida
$582K -$726K -13,288 -57%
SHA
680
Seneca House Advisors
Virginia
$581K -$35.7K -654 -6%
MFG
681
Merit Financial Group
Georgia
$580K +$131K +2,401 +31%
GT
682
Glenview Trust
Kentucky
$578K +$91.1K +1,667 +20%
HAG
683
HighPoint Advisor Group
Illinois
$578K -$96.5K -1,766 -15%
BFS
684
Bard Financial Services
Connecticut
$578K -$164K -3,000 -23%
PWA
685
Phoenix Wealth Advisors
North Carolina
$576K +$4.37K +80 +0.8%
UAG
686
United Advisor Group
Ohio
$575K +$254K +4,644 +87%
BIG
687
Brooklyn Investment Group
New York
$574K +$542K +9,925 New
IB
688
Intrust Bank
Kansas
$573K -$94.5K -1,730 -15%
AAG
689
Armstrong Advisory Group
Massachusetts
$573K +$109 +2 +0%
NFG
690
Nations Financial Group
Iowa
$571K +$13.8K +253 +3%
WS
691
Wedbush Securities
California
$571K -$145K -2,657 -21%
TSS
692
Two Sigma Securities
New York
$568K +$537K +9,832 New
AWM
693
Adams Wealth Management
Utah
$567K -$61.5K -1,125 -10%
CI
694
CacheTech Inc
Utah
$567K -$61.5K -1,125 -10%
ERIM
695
Eagle Ridge Investment Management
Connecticut
$565K
FCP
696
Fidelis Capital Partners
Florida
$565K +$15.3K +280 +3%
AFG
697
Atomi Financial Group
New York
$558K +$57.4K +1,050 +12%
BAM
698
Belpointe Asset Management
Nevada
$557K -$4.32K -79 -0.8%
CG
699
Caprock Group
Idaho
$557K -$2.35K -43 -0.4%
FMWA
700
Forvis Mazars Wealth Advisors
Missouri
$556K +$75.7K +1,385 +17%

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.