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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
SVWAG
901
Sound View Wealth Advisors Group
Georgia
$239K -$43.2K -925 -16%
VWA
902
Visionary Wealth Advisors
Illinois
$238K -$33.2K -711 -13%
IPAM
903
Investment Partners Asset Management
New Jersey
$238K
CWP
904
Concord Wealth Partners
Virginia
$237K -$12.1K -260 -5%
FLPIM
905
F.L. Putnam Investment Management
Massachusetts
$236K -$4.53K -97 -2%
WAM
906
Wolverine Asset Management
Illinois
$236K
TWM
907
Trueblood Wealth Management
Ohio
$235K +$841 +18 +0.4%
CFS
908
Commonwealth Financial Services
West Virginia
$235K
APG
909
Abacus Planning Group
South Carolina
$235K -$29.2K -626 -12%
ECM
910
Evergreen Capital Management
Washington
$235K +$223K +4,774 New
WAM
911
Walker Asset Management
Missouri
$235K +$2.9K +62 +1%
RIG
912
RiverFront Investment Group
Virginia
$234K -$8.5K -182 -4%
PCG
913
Prosperity Consulting Group
Maryland
$234K -$18K -386 -8%
HA
914
Herold Advisors
New York
$233K +$221K +4,735 New
CWA
915
CJM Wealth Advisers
Virginia
$233K -$14.4K -308 -6%
CWM
916
Congress Wealth Management
Massachusetts
$231K -$175K -3,744 -44%
SAM
917
Shell Asset Management
Netherlands
$230K -$133K -2,843 -38%
O
918
Ossiam
France
$230K +$176K +3,776 +421%
MCM
919
MidAtlantic Capital Management
Virginia
$229K -$67.3K -1,441 -24%
ST
920
Spinnaker Trust
Maine
$229K +$5.65K +121 +3%
IFWM
921
Institute for Wealth Management
Colorado
$228K +$217K +4,635 New
AC
922
ASB Consultores
Florida
$226K +$215K +4,604 New
VNIM
923
Vaughan Nelson Investment Management
Texas
$226K
PFA
924
Pure Financial Advisors
California
$226K +$215K +4,594 New
RB
925
Renasant Bank
Mississippi
$226K

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.