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Dominion Energy

1,371 hedge funds and large institutions have $35.4B invested in Dominion Energy in 2024 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 489 increasing their positions, 510 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $295M | Put options by funds: $168M

31% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 131

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more funds holding

Funds holding: 1,3491,371 (+22)

0.74% more ownership

Funds ownership: 76.55%77.29% (+0.74%)

4% less repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 510

4% less capital invested

Capital invested by funds: $37B → $35.4B (-$1.65B)

Holders
1,371
Holders Change
+22
Holders Change %
+1.63%
% of All Funds
18.06%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
172
Increased
489
Reduced
510
Closed
131
Calls
$295M
Puts
$168M
Net Calls
+$127M
Net Calls Change
-$77.8M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
826
Evermay Wealth Management
Virginia
$400K +$333K +5,831 +364%
CWP
827
Concord Wealth Partners
Virginia
$399K +$142K +2,493 +51%
CAM
828
Cidel Asset Management
Ontario, Canada
$399K
FNWM
829
Financial Network Wealth Management
Utah
$399K
TWPM
830
Total Wealth Planning & Management
Florida
$396K +$419K +7,348 New
IIA
831
ICW Investment Advisors
Arizona
$396K -$93.5K -1,639 -18%
PVI
832
Pine Valley Investments
New Jersey
$395K +$110K +1,930 +36%
CA
833
Cornerstone Advisory
Maryland
$394K -$22.5K -394 -5%
MFG
834
MidWestOne Financial Group
Iowa
$393K
IRC
835
Investors Research Corp
Georgia
$392K
GL
836
Graypoint LLC
New York
$392K +$26.1K +457 +7%
PAI
837
Pittenger & Anderson Inc
Nebraska
$390K
CAG
838
Crestwood Advisors Group
Massachusetts
$390K -$6.62K -116 -2%
BCA
839
Bay Colony Advisors
Massachusetts
$388K +$73K +1,279 +22%
MW
840
Marcum Wealth
Ohio
$387K -$15.6K -273 -4%
BB
841
Busey Bank
Illinois
$386K +$58.5K +1,026 +17%
SS
842
Sunbelt Securities
Texas
$383K +$43.4K +761 +12%
LCM
843
Landscape Capital Management
New Jersey
$379K +$402K +7,042 New
FMC
844
First Merchants Corp
Indiana
$378K +$32.8K +575 +9%
ADBIC
845
A.D. Beadell Investment Counsel
Wisconsin
$377K +$114K +2,000 +40%
CCM
846
Chiron Capital Management
Florida
$377K -$188K -3,300 -32%
SFO
847
Stokes Family Office
Louisiana
$376K -$40.2K -704 -9%
PWP
848
Private Wealth Partners
California
$374K -$14.3K -250 -3%
PCM
849
Parsons Capital Management
Rhode Island
$374K
RBC
850
Romano Brothers & Co
Illinois
$373K

D Hedge Fund Activity: Q4 2024 in Review

1,371 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2024, worth a combined $35.4B — down 4.5% from $37B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new D positions and 131 closed out — a net gain of 41 holders — while 489 added to existing stakes and 510 trimmed.

The largest buyer was BlackRock, adding an estimated $172M. The largest seller was T. Rowe Price Associates, cutting an estimated $260M.

  • 1,371 institutional investors held Dominion Energy (D) as of Q4 2024, up from 1,349 in Q3 2024.
  • Funds reported $35.4B of Dominion Energy stock for Q4 2024, down 4.5% quarter-over-quarter.
  • 172 funds opened new Dominion Energy positions in Q4 2024 and 131 closed out, a net change of +41 holders.
  • The largest Dominion Energy buyer in Q4 2024 was BlackRock, an estimated $172M added.
  • The largest Dominion Energy seller in Q4 2024 was T. Rowe Price Associates, an estimated $260M sold.

Based on aggregated 13F filings for Q4 2024.