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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
SIC
876
Salem Investment Counselors
North Carolina
$331K +$2.19K +40 +0.7%
PP
877
PDT Partners
New York
$329K +$311K +5,700 New
PA
878
Procyon Advisors
Connecticut
$328K -$202K -3,698 -39%
WPC
879
Wedmont Private Capital
Pennsylvania
$328K +$22.9K +420 +8%
APM
880
Advanced Portfolio Management
New York
$325K -$267K -4,882 -46%
CAM
881
Centre Asset Management
New York
$325K -$15.7K -288 -5%
LWA
882
Lantern Wealth Advisors
New York
$324K +$11.4K +209 +4%
Teacher Retirement System of Texas
883
Teacher Retirement System of Texas
Texas
$324K -$583K -10,664 -66%
MLL
884
Moody Lynn & Lieberson
Massachusetts
$324K
NAG
885
Northstar Advisory Group
New Jersey
$323K +$1.58K +29 +0.5%
STA
886
Summit Trail Advisors
New York
$322K -$45.7K -836 -13%
CAM
887
Cobblestone Asset Management
Virginia
$322K +$382 +7 +0.1%
IA
888
IFP Advisors
Florida
$321K +$7.76K +142 +3%
CTA
889
Colonial Trust Advisors
South Carolina
$320K +$22K +403 +8%
BJL
890
Brighton Jones LLC
Washington
$319K -$73K -1,337 -19%
PCA
891
Pallas Capital Advisors
Massachusetts
$318K +$286K +5,241 New
CWM
892
Chesapeake Wealth Management
Virginia
$318K +$33.4K +612 +13%
FWIA
893
Fort Washington Investment Advisors
Ohio
$317K -$5.46K -100 -2%
LSAG
894
Lake Street Advisors Group
New Hampshire
$316K -$109 -2 -0%
CFG
895
Citizens Financial Group
Rhode Island
$315K -$12.5K -228 -4%
CAM
896
Campion Asset Management
Virginia
$314K +$15K +275 +5%
SAM
897
Summit Asset Management
Tennessee
$314K -$16.4K -300 -5%
SWA
898
SFMG Wealth Advisors
Texas
$312K
CAL
899
Capital Analysts LLC
Pennsylvania
$312K -$1.91K -35 -0.6%
PVI
900
Pine Valley Investments
New Jersey
$312K +$19.7K +361 +7%

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.