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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
LWAM
776
Legacy Wealth Asset Management
Minnesota
$451K +$4.64K +85 +1%
CCA
777
Cobblestone Capital Advisors
New York
$450K +$10.7K +195 +3%
CBT
778
Central Bank & Trust
Kentucky
$449K
AC
779
Apella Capital
Connecticut
$448K -$5.96K -109 -1%
RW
780
RVW Wealth
California
$446K
A
781
AlphaQuest
New York
$446K +$421K +7,710 +771,000%
BHA
782
Beech Hill Advisors
New York
$445K
SFO
783
Stokes Family Office
Louisiana
$444K +$131K +2,393 +45%
JCFM
784
JBR Co Financial Management
Oklahoma
$444K +$3.22K +59 +0.8%
QWP
785
Quotient Wealth Partners
Texas
$443K -$3.77K -69 -0.9%
PSB
786
Passumpsic Savings Bank
Vermont
$441K +$10.9K +199 +3%
CWA
787
Centennial Wealth Advisory
Michigan
$441K +$14.1K +258 +3%
BW
788
Bison Wealth
Georgia
$437K +$34.9K +638 +9%
CWM
789
Cornerstone Wealth Management
Missouri
$437K +$126K +2,315 +44%
SWMG
790
Sard Wealth Management Group
Georgia
$433K
CA
791
Cornerstone Advisory
Maryland
$432K +$3.88K +71 +1%
MW
792
Marcum Wealth
Ohio
$431K -$28.7K -526 -7%
Capstone Investment Advisors
793
Capstone Investment Advisors
New York
$429K -$870K -15,925 -68%
CAM
794
Cidel Asset Management
Ontario, Canada
$428K
LKIM
795
Lawson Kroeker Investment Management
Nebraska
$428K
FNWM
796
Financial Network Wealth Management
Utah
$428K
SMC
797
Smith, Moore & Co
Missouri
$427K -$1.75K -32 -0.4%
CAG
798
Crestwood Advisors Group
Massachusetts
$426K +$8.09K +148 +2%
LFA
799
Legacy Financial Advisors
Kentucky
$424K +$11K +202 +3%
SEIA
800
Signature Estate & Investment Advisors
California
$423K +$34.5K +631 +9%

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.