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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
DJSG
776
D.J. St. Germain
Massachusetts
$341K +$18.1K +387 +6%
PCM
777
Parsons Capital Management
Rhode Island
$341K -$4.3K -92 -1%
BW
778
Bison Wealth
Georgia
$340K +$13.2K +283 +4%
BCM
779
Bluefin Capital Management
New York
$339K +$322K +6,900 New
QWP
780
Quotient Wealth Partners
Texas
$337K -$127K -2,722 -28%
PSB
781
Passumpsic Savings Bank
Vermont
$337K +$320K +6,842 New
CT
782
Colonial Trust
South Carolina
$337K +$161K +3,444 +101%
SEIA
783
Signature Estate & Investment Advisors
California
$335K +$68.6K +1,468 +28%
PNC
784
Park National Corp
Ohio
$332K +$3.41K +73 +1%
SC
785
Saturna Capital
Washington
$332K +$315K +6,750 New
IPWA
786
International Private Wealth Advisors
California
$329K +$313K +6,694 New
Nomura Holdings
787
Nomura Holdings
Japan
$329K -$1.69M -36,209 -84%
SS
788
Sunbelt Securities
Texas
$328K +$2.15K +46 +0.7%
BFC
789
Blue Fin Capital
Rhode Island
$328K -$7.1K -152 -2%
AL
790
Aspiriant LLC
California
$325K +$5.93K +127 +2%
MA
791
Montag & Associates
Georgia
$325K -$66.7K -1,428 -18%
BJL
792
Brighton Jones LLC
Washington
$325K -$19.4K -416 -6%
IA
793
IFP Advisors
Florida
$325K -$29.5K -632 -9%
CSC
794
Caldwell Sutter Capital
California
$324K +$13.5K +288 +5%
SC
795
Syon Capital
California
$323K -$510K -10,923 -62%
CI Investments Inc
796
CI Investments Inc
Ontario, Canada
$323K +$92.9K +1,988 +43%
FTC
797
Farmers Trust Company
Ohio
$322K +$1.45K +31 +0.5%
CT
798
Cambridge Trust
Massachusetts
$322K -$46.7K -1,000 -13%
AFT
799
Alpha Family Trust
California
$322K +$306K +6,540 New
ACM
800
Adalta Capital Management
New York
$320K

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.