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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
CA
876
Continuum Advisory
Idaho
$260K -$127K -2,727 -36%
NHT
877
New Hampshire Trust
New Hampshire
$260K -$14.5K -311 -6%
IFG
878
Independent Financial Group
California
$260K -$60.7K -1,299 -20%
ATC
879
Adirondack Trust Company
New York
$258K -$3.97K -85 -2%
SIC
880
Sterling Investment Counsel
New York
$256K +$5.84K +125 +2%
NCM
881
Novare Capital Management
North Carolina
$255K +$242K +5,177 New
CL
882
Choreo LLC
Illinois
$254K +$10.7K +230 +5%
CTA
883
Colonial Trust Advisors
South Carolina
$253K -$42.7K -914 -15%
SCM
884
Shelton Capital Management
Colorado
$252K -$4.67K -100 -2%
BWL
885
Bogart Wealth LLC
Virginia
$252K -$85K -1,819 -26%
FZCM
886
Flynn Zito Capital Management
New York
$252K +$32K +686 +15%
Members Trust
887
Members Trust
Florida
$252K -$3.5K -75 -1%
BFG
888
Berger Financial Group
Minnesota
$250K +$238K +5,089 New
FBB
889
Fulton Breakefield Broenniman
Maryland
$247K -$9.34K -200 -4%
LFA
890
Longview Financial Advisors
Alabama
$246K
STA
891
Summit Trail Advisors
New York
$246K -$44.5K -953 -16%
LF
892
LifePlan Financial
Minnesota
$245K +$233K +4,990 New
LSA
893
Lion Street Advisors
Texas
$245K
NSIM
894
North Star Investment Management
Illinois
$244K +$5.7K +122 +3%
VCG
895
Vantage Consulting Group
Virginia
$243K +$1.03K +22 +0.4%
SFO
896
Stokes Family Office
Louisiana
$243K +$374 +8 +0.2%
SAM
897
Summit Asset Management
Tennessee
$242K
SP
898
Symmetry Partners
Connecticut
$241K
RMC
899
Resources Management Corp
Connecticut
$240K -$55.1K -1,180 -19%
WPC
900
Wedmont Private Capital
Pennsylvania
$239K +$27.8K +596 +14%

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.