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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
FFM
926
Forum Financial Management
Illinois
$222K +$211K +4,511 New
PIA
927
Pinion Investment Advisors
Kansas
$222K -$34.6K -740 -14%
HKAM
928
Horizon Kinetics Asset Management
New York
$221K +$210K +4,501 New
FFA
929
Farther Finance Advisors
California
$221K +$17.1K +365 +9%
ClearBridge Investments
930
ClearBridge Investments
New York
$220K -$6.59K -141 -3%
AIM
931
Athena Investment Management
California
$220K +$209K +4,475 New
CWA
932
CM Wealth Advisors
Ohio
$219K +$196K +4,199 New
EIP
933
Epoch Investment Partners
New York
$219K -$14.9K -320 -7%
RFA
934
Register Financial Advisors
Georgia
$218K +$207K +4,435 New
CAL
935
Capital Analysts LLC
Pennsylvania
$218K -$934 -20 -0.4%
KFC
936
Klingenstein Fields & Co
New York
$218K -$46.7K -1,000 -18%
CFG
937
Citizens Financial Group
Rhode Island
$218K +$207K +4,425 New
GJIA
938
Glass Jacobson Investment Advisors
Maryland
$217K -$14K -300 -6%
MF
939
Meridian Financial
Massachusetts
$217K -$7.89K -169 -4%
RIA
940
Regal Investment Advisors
Michigan
$216K +$654 +14 +0.3%
WQ
941
Wealth Quarterback
New Jersey
$216K -$1.92K -41 -0.9%
FCCM
942
First City Capital Management
Georgia
$216K
LC
943
LCNB Corp
Ohio
$213K +$202K +4,326 New
CWM
944
Cornerstone Wealth Management
Missouri
$213K -$1.73K -37 -0.8%
P8IP
945
Pier 88 Investment Partners
California
$212K
NDSI
946
Newman Dignan & Sheerar Inc
Rhode Island
$212K
SG
947
StoneX Group
New York
$211K +$201K +4,295 New
CI
948
CX Institutional
Indiana
$211K +$17.8K +380 +10%
GCP
949
GSA Capital Partners
United Kingdom
$211K +$200K +4,291 New
BFO
950
Boston Family Office
Massachusetts
$210K -$1.92K -41 -0.9%

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.