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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
CAMG
751
CWA Asset Management Group
Florida
$366K +$77.8K +1,666 +29%
OPA
752
Old Port Advisors
Maine
$365K -$74.6K -1,597 -18%
SMC
753
Smith, Moore & Co
Missouri
$365K -$6.35K -136 -2%
CAM
754
Cidel Asset Management
Ontario, Canada
$365K +$22.7K +486 +7%
BBA
755
BLB&B Advisors
Pennsylvania
$364K -$30.7K -658 -8%
FTIS
756
First Trust Investment Solutions
Florida
$362K +$344K +7,359 New
RWA
757
River Wealth Advisors
Pennsylvania
$361K -$129K -2,769 -27%
DB
758
Danske Bank
Denmark
$359K +$341K +7,300 New
IRC
759
Investors Research Corp
Georgia
$357K +$29.5K +631 +10%
PPWP
760
Premier Path Wealth Partners
New Jersey
$357K +$42.6K +913 +14%
RBC
761
Romano Brothers & Co
Illinois
$356K +$56.1K +1,200 +20%
LWAM
762
Legacy Wealth Asset Management
Minnesota
$354K +$16.8K +359 +5%
MCM
763
Manchester Capital Management
Vermont
$354K +$747 +16 +0.2%
PWP
764
Private Wealth Partners
California
$354K -$93.4K -2,000 -22%
CWA
765
Centennial Wealth Advisory
Michigan
$353K +$8.6K +184 +3%
HTIM
766
Harbour Trust & Investment Management
Indiana
$352K -$79.4K -1,700 -19%
FFA
767
Fragasso Financial Advisors
Pennsylvania
$352K +$4.49K +96 +1%
DFG
768
Delta Financial Group
New Jersey
$351K +$22.1K +474 +7%
GL
769
Graypoint LLC
New York
$350K +$78.4K +1,679 +31%
CGL
770
Clarius Group LLC
Washington
$349K +$108K +2,307 +48%
CFP
771
Catalyst Financial Partners
Massachusetts
$348K -$15.8K -339 -4%
MIM
772
Morningstar Investment Management
Illinois
$347K
SC
773
Searle & Co
Connecticut
$346K
SSWM
774
Sheets Smith Wealth Management
North Carolina
$346K +$888 +19 +0.3%
PA
775
Prossimo Advisors
California
$343K -$86.9K -1,860 -21%

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.