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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
HAIM
951
Hunter Associates Investment Management
Pennsylvania
$210K +$327 +7 +0.2%
DAM
952
Delta Asset Management
Tennessee
$210K -$148K -3,170 -43%
CCA
953
Checchi Capital Advisers
California
$210K +$199K +4,264 New
ONSWM
954
Old North State Wealth Management
North Carolina
$209K +$199K +4,251 New
ACP
955
Aveo Capital Partners
Colorado
$208K +$189K +4,044 New
WF
956
Welch & Forbes
Massachusetts
$208K -$2.34K -50 -1%
WPW
957
Waldron Private Wealth
Pennsylvania
$208K -$35.6K -763 -15%
EP
958
Eudaimonia Partners
Tennessee
$207K -$8.36K -179 -4%
MIM
959
MTM Investment Management
South Carolina
$207K +$196K +4,200 New
AWAP
960
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$207K +$196K +4,198 New
GBT
961
Grove Bank & Trust
Florida
$206K -$556K -11,900 -74%
PWA
962
Provenance Wealth Advisors
Florida
$205K
NFG
963
Nadler Financial Group
Illinois
$205K +$195K +4,167 New
CD
964
Chapin Davis
Maryland
$205K +$195K +4,167 New
CG
965
Caprock Group
Idaho
$204K +$194K +4,154 New
Fisher Asset Management
966
Fisher Asset Management
Washington
$204K +$194K +4,152 New
JIP
967
Jaffetilchin Investment Partners
Florida
$204K -$57.4K -1,228 -23%
NPFS
968
Novak & Powell Financial Services
Florida
$203K +$192K +4,120 New
BI
969
Ballast Inc
Kentucky
$201K +$191K +4,084 New
FRA
970
Front Row Advisors
California
$198K +$21.9K +469 +13%
EA
971
Evolution Advisers
Virginia
$198K -$29.5K -631 -14%
AF
972
Advisornet Financial
Minnesota
$196K +$38.3K +819 +26%
IBOK
973
Independence Bank of Kentucky
Kentucky
$194K +$47.9K +1,025 +35%
MG
974
Mather Group
Illinois
$186K +$185K +3,956 New
CWM
975
CarsonAllaria Wealth Management
Illinois
$185K -$35.5K -759 -17%

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.