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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
FWIA
851
Fort Washington Investment Advisors
Ohio
$275K -$7.99K -171 -3%
CAM
852
Cobblestone Asset Management
Virginia
$273K +$28K +600 +12%
CWM
853
Chesapeake Wealth Management
Virginia
$273K -$64.9K -1,389 -20%
CDH
854
Charles D. Hyman
$272K -$15.6K -333 -6%
QCM
855
QRG Capital Management
Illinois
$272K +$258K +5,526 New
CIA
856
Compass Ion Advisors
Pennsylvania
$272K -$39K -834 -13%
FA
857
FDx Advisors
Illinois
$270K -$341K -7,303 -57%
RCAG
858
Rehmann Capital Advisory Group
Michigan
$270K -$7.19K -154 -3%
GIA
859
Gateway Investment Advisers
Ohio
$268K +$54.6K +1,169 +27%
HAG
860
HF Advisory Group
Maryland
$267K +$14K +300 +6%
OFP
861
OLIO Financial Planning
Virginia
$267K
CPIG
862
Chicago Partners Investment Group
Illinois
$266K -$1.68K -36 -0.7%
PVI
863
Pine Valley Investments
New Jersey
$266K -$47.8K -1,023 -16%
SWA
864
SFMG Wealth Advisors
Texas
$266K +$252K +5,405 New
SIC
865
Salem Investment Counselors
North Carolina
$266K -$2.48K -53 -1%
LWA
866
Lantern Wealth Advisors
New York
$265K +$514 +11 +0.2%
EI
867
Ethic Inc
New York
$265K +$747 +16 +0.3%
KC
868
Kingfisher Capital
North Carolina
$264K +$3.46K +74 +1%
CAM
869
Campion Asset Management
Virginia
$264K
BWM
870
Birchcreek Wealth Management
Ohio
$263K
KC
871
Kinloch Capital
Virginia
$263K +$31.3K +669 +14%
NJIM
872
Nabity-Jensen Investment Management
Nebraska
$262K
DAC
873
Dividend Assets Capital
South Carolina
$262K
MA
874
MKT Advisors
California
$262K +$250K +5,362 New
PTC
875
Philadelphia Trust Company
Pennsylvania
$260K -$30.4K -650 -11%

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.