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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
PT
676
Plimoth Trust
Massachusetts
$605K -$3.99K -70 -0.6%
AIM
677
Anchor Investment Management
South Carolina
$603K -$80K -1,403 -11%
GIC
678
Generali Investments CEE
Czech Republic
$603K +$639K +11,200 New
GLA
679
Good Life Advisors
Pennsylvania
$601K -$106K -1,857 -14%
MA
680
Mutual Advisors
Nebraska
$601K +$190K +3,330 +44%
CAMG
681
CWA Asset Management Group
Florida
$599K +$97K +1,700 +18%
SC
682
Scotia Capital
Ontario, Canada
$598K +$126K +2,205 +25%
PWP
683
Precedent Wealth Partners
Texas
$598K -$113K -1,985 -15%
PFPT
684
Pinnacle Financial Partners (Tennessee)
Tennessee
$598K -$7.42K -130 -1%
CWS
685
Confluence Wealth Services
Pennsylvania
$594K +$263K +4,613 +70%
4WM
686
44 Wealth Management
Oregon
$587K -$35.1K -616 -5%
OAM
687
Oxford Asset Management
United Kingdom
$585K +$620K +10,870 New
SWA
688
Stratos Wealth Advisors
Ohio
$585K -$32.2K -565 -5%
LWM
689
LongView Wealth Management
Georgia
$585K +$5.53K +97 +0.9%
BWM
690
BCGM Wealth Management
Indiana
$583K -$51.1K -896 -8%
WS
691
Wedbush Securities
California
$580K +$50K +876 +9%
HKAM
692
Horizon Kinetics Asset Management
New York
$579K +$143K +2,500 +30%
GC
693
Grimes & Company
Massachusetts
$574K -$14.4K -252 -2%
RBWA
694
RFG - Bristol Wealth Advisors
Massachusetts
$574K +$608K +10,658 New
MPPLM
695
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$574K +$9.58K +168 +2%
CFB
696
Cullen/Frost Bankers
Texas
$571K -$3.88K -68 -0.6%
KFI
697
Key Financial Inc
Pennsylvania
$571K
BEI
698
Benjamin Edwards Inc
Missouri
$569K -$280K -4,900 -32%
SFS
699
Sharp Financial Services
Pennsylvania
$568K +$140K +2,450 +30%
GWM
700
Geneos Wealth Management
Colorado
$568K -$91.1K -1,597 -13%

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.