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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
GIM
801
Groesbeck Investment Management
New Jersey
$319K +$303K +6,489 New
FFP
802
FourThought Financial Partners
Florida
$319K +$11.3K +242 +4%
PWLP
803
Prio Wealth Limited Partnership
Massachusetts
$318K +$93.3K +1,998 +45%
NB
804
Northwest Bancshares
Pennsylvania
$314K
FEM
805
Fulcrum Equity Management
Texas
$312K +$4.02K +86 +1%
AIA
806
Armor Investment Advisors
North Carolina
$310K -$320K -6,853 -52%
CNBTD
807
Citizens National Bank Trust Department
Mississippi
$309K -$222K -4,745 -43%
TP
808
Tranquility Partners
Tennessee
$309K +$6.4K +137 +2%
TBA
809
Tower Bridge Advisors
Pennsylvania
$308K -$30.4K -650 -9%
DI
810
Diligent Investors
California
$308K -$16.4K -350 -5%
SFG
811
Summit Financial Group
West Virginia
$308K -$10.1K -216 -3%
CM
812
Capital Management
Virginia
$307K
Koshinski Asset Management
813
Koshinski Asset Management
Illinois
$303K +$288K +6,156 New
BMWM
814
Brown Miller Wealth Management
Virginia
$302K +$52.2K +1,118 +22%
HI
815
Hudock Inc
Pennsylvania
$301K -$9.62K -206 -3%
MHC
816
Meyer Handelman Company
New York
$300K -$170K -3,640 -37%
HT
817
Heritage Trust
Oklahoma
$300K -$1.54K -33 -0.5%
Parallax Volatility Advisers
818
Parallax Volatility Advisers
California
$298K -$248K -5,311 -47%
BCWM
819
Bartlett & Co Wealth Management
Ohio
$298K -$2.15K -46 -0.8%
AFG
820
Atomi Financial Group
New York
$298K +$67.5K +1,445 +31%
FNBTCON
821
First National Bank & Trust Co of Newtown
Pennsylvania
$296K
BCM
822
Boltwood Capital Management
California
$296K -$16.4K -350 -6%
HFAS
823
Hummer Financial Advisory Services
Illinois
$295K
PGF
824
Plan Group Financial
Oklahoma
$295K +$280K +6,001 New
CA
825
Clearstead Advisors
Ohio
$295K +$84.7K +1,814 +48%

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.