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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
FWI
851
Facet Wealth Inc
Maryland
$350K +$324K +5,929 New
TDC
852
Thompson Davis & Co
Virginia
$347K +$328K +6,006 New
HFAS
853
Hummer Financial Advisory Services
Illinois
$347K
AIM
854
Aquila Investment Management
New York
$347K +$328K +6,000 New
FFA
855
Farther Finance Advisors
California
$346K +$45.9K +841 +16%
BCWM
856
Bartlett & Co Wealth Management
Ohio
$346K
CGL
857
Clarius Group LLC
Washington
$345K -$9.4K -172 -3%
BMWM
858
Brown Miller Wealth Management
Virginia
$344K +$656 +12 +0.2%
AC
859
ASB Consultores
Florida
$344K +$43.4K +795 +15%
DAS
860
Dynamic Advisor Solutions
Arizona
$343K -$26.8K -491 -8%
BCA
861
Bay Colony Advisors
Massachusetts
$342K +$10.9K +200 +3%
HCM
862
Howard Capital Management
Georgia
$342K +$323K +5,915 New
ST
863
Smithfield Trust
Pennsylvania
$341K
NB
864
Northwest Bancshares
Pennsylvania
$339K -$21.9K -401 -6%
MAM
865
Mystic Asset Management
Rhode Island
$338K -$4.64K -85 -1%
Kovitz Investment Group Partners
866
Kovitz Investment Group Partners
Illinois
$338K +$926K +16,953 New
MPM
867
MBB Public Markets
Illinois
$338K -$2.98M -54,485 -90%
VCM
868
Violich Capital Management
California
$338K
LC
869
LCNB Corp
Ohio
$337K
CB
870
CNB Bank
Pennsylvania
$335K -$50.3K -920 -14%
LGG
871
Luts & Greenleigh Group
Maryland
$334K -$18.1K -332 -5%
FNBTCON
872
First National Bank & Trust Co of Newtown
Pennsylvania
$333K -$3.55K -65 -1%
RCAG
873
Rehmann Capital Advisory Group
Michigan
$333K -$2.24K -41 -0.7%
AL
874
Aspiriant LLC
California
$332K +$219 +4 +0.1%
OPA
875
Old Port Advisors
Maine
$331K -$4.75K -87 -1%

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.