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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
ANBTV
826
American National Bank & Trust (Virginia)
Virginia
$294K +$280K +5,985 New
BBP
827
Banco BTG Pactual
Brazil
$294K +$279K +5,971 New
ZIC
828
ZWJ Investment Counsel
Georgia
$294K +$13.1K +280 +5%
S
829
Sunpointe
Missouri
$293K +$7.99K +171 +3%
ST
830
Smithfield Trust
Pennsylvania
$293K -$279K -5,962 -50%
CWS
831
Confluence Wealth Services
Pennsylvania
$293K -$105K -2,242 -27%
MAM
832
Mystic Asset Management
Rhode Island
$292K +$1.87K +40 +0.7%
DAS
833
Dynamic Advisor Solutions
Arizona
$292K +$15.1K +323 +6%
MIS
834
Morningstar Investment Services
Illinois
$292K -$359K -7,683 -56%
C
835
CEDRUS
Colorado
$291K -$52.7K -1,128 -16%
CNB
836
Camden National Bank
Maine
$288K +$1.07K +23 +0.4%
WT
837
Washington Trust
Rhode Island
$287K -$612K -13,091 -69%
BB
838
Busey Bank
Illinois
$287K -$4.49K -96 -2%
LF
839
Lantz Financial
Illinois
$286K +$10.4K +222 +4%
ACI
840
Alpha Cubed Investments
California
$285K +$28K +600 +12%
PTC
841
Private Trust Company
Ohio
$284K +$39.6K +848 +17%
OAM
842
Ostrum Asset Management
France
$280K
LSAG
843
Lake Street Advisors Group
New Hampshire
$278K +$32.9K +704 +14%
KC
844
Kepos Capital
New York
$278K -$12.2K -261 -4%
FCAS
845
First Command Advisory Services
Texas
$278K -$11.4K -244 -4%
AAB
846
ABN AMRO Bank
Netherlands
$277K
WA
847
Waverly Advisors
Alabama
$276K +$262K +5,617 New
EWM
848
Evercore Wealth Management
New York
$276K -$102K -2,180 -28%
NFA
849
Northwest Financial Advisors
Virginia
$276K +$37.7K +808 +17%
MLL
850
Moody Lynn & Lieberson
Massachusetts
$275K

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.