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Dominion Energy

1,371 hedge funds and large institutions have $35.4B invested in Dominion Energy in 2024 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 489 increasing their positions, 510 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $295M | Put options by funds: $168M

31% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 131

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more funds holding

Funds holding: 1,3491,371 (+22)

0.74% more ownership

Funds ownership: 76.55%77.29% (+0.74%)

4% less repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 510

4% less capital invested

Capital invested by funds: $37B → $35.4B (-$1.65B)

Holders
1,371
Holders Change
+22
Holders Change %
+1.63%
% of All Funds
18.06%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
172
Increased
489
Reduced
510
Closed
131
Calls
$295M
Puts
$168M
Net Calls
+$127M
Net Calls Change
-$77.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
901
Smithfield Trust
Pennsylvania
$317K
LSAG
902
Lake Street Advisors Group
New Hampshire
$316K +$23K +404 +7%
WQ
903
Wealth Quarterback
New Jersey
$316K +$112K +1,967 +51%
CGL
904
Clarius Group LLC
Washington
$315K -$7.64K -134 -2%
NB
905
Northwest Bancshares
Pennsylvania
$314K -$2.34K -41 -0.7%
DAS
906
Dynamic Advisor Solutions
Arizona
$314K -$6.16K -108 -2%
LC
907
LCNB Corp
Ohio
$314K
OFP
908
OLIO Financial Planning
Virginia
$314K +$8.67K +152 +3%
IB
909
Intrust Bank
Kansas
$314K -$233K -4,093 -41%
LGG
910
Luts & Greenleigh Group
Maryland
$313K +$2.23K +39 +0.7%
WAM
911
Walker Asset Management
Missouri
$313K +$50.7K +889 +18%
LWA
912
Lantern Wealth Advisors
New York
$311K +$9.36K +164 +3%
CPIG
913
Chicago Partners Investment Group
Illinois
$311K -$14K -246 -4%
FNBTCON
914
First National Bank & Trust Co of Newtown
Pennsylvania
$310K
AL
915
Aspiriant LLC
California
$309K -$342 -6 -0.1%
SW
916
Simplicity Wealth
New Jersey
$306K +$97.7K +1,712 +43%
SW
917
SVB Wealth
Massachusetts
$306K +$324K +5,683 New
CI Investments Inc
918
CI Investments Inc
Ontario, Canada
$304K +$60K +1,052 +23%
FFA
919
Farther Finance Advisors
California
$303K -$21K -368 -6%
MMA
920
Miracle Mile Advisors
California
$302K -$687K -12,036 -68%
OPA
921
Old Port Advisors
Maine
$302K -$7.36K -129 -2%
MLL
922
Moody Lynn & Lieberson
Massachusetts
$302K
SSG
923
Summit Securities Group
New York
$302K +$314K +5,500 +5,500%
CAM
924
Cobblestone Asset Management
Virginia
$300K +$456 +8 +0.1%
NAG
925
Northstar Advisory Group
New Jersey
$299K -$1.82K -32 -0.6%

D Hedge Fund Activity: Q4 2024 in Review

1,371 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2024, worth a combined $35.4B — down 4.5% from $37B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new D positions and 131 closed out — a net gain of 41 holders — while 489 added to existing stakes and 510 trimmed.

The largest buyer was BlackRock, adding an estimated $172M. The largest seller was T. Rowe Price Associates, cutting an estimated $260M.

  • 1,371 institutional investors held Dominion Energy (D) as of Q4 2024, up from 1,349 in Q3 2024.
  • Funds reported $35.4B of Dominion Energy stock for Q4 2024, down 4.5% quarter-over-quarter.
  • 172 funds opened new Dominion Energy positions in Q4 2024 and 131 closed out, a net change of +41 holders.
  • The largest Dominion Energy buyer in Q4 2024 was BlackRock, an estimated $172M added.
  • The largest Dominion Energy seller in Q4 2024 was T. Rowe Price Associates, an estimated $260M sold.

Based on aggregated 13F filings for Q4 2024.