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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
SMA
951
Sage Mountain Advisors
Georgia
$269K +$7.43K +136 +3%
ST
952
Spinnaker Trust
Maine
$269K
OFP
953
OLIO Financial Planning
Virginia
$267K
VNIM
954
Vaughan Nelson Investment Management
Texas
$266K
GVAG
955
Great Valley Advisor Group
Delaware
$266K +$252K +4,604 New
KMWM
956
Keudell/Morrison Wealth Management
Oregon
$266K -$175K -3,202 -41%
ICA
957
Infrastructure Capital Advisors
New York
$266K -$273K -4,996 -52%
CI Investments Inc
958
CI Investments Inc
Ontario, Canada
$265K -$134K -2,458 -35%
EI
959
Ethic Inc
New York
$265K -$37.4K -684 -11%
JIP
960
Jaffetilchin Investment Partners
Florida
$265K +$7.49K +137 +3%
PJSIMP
961
P.J. Schmidt Investment Management (PJS)
Wisconsin
$264K -$219K -4,000 -47%
KP
962
Keel Point
Alabama
$263K -$9.94K -182 -4%
SPA
963
Sherbrooke Park Advisers
New York
$263K +$249K +4,551 New
BWL
964
Bogart Wealth LLC
Virginia
$263K -$16.5K -302 -6%
CCA
965
Checchi Capital Advisers
California
$262K +$248K +4,538 New
Luther King Capital Management (LKCM)
966
Luther King Capital Management (LKCM)
Texas
$261K +$5.25K +96 +2%
TBA
967
Tower Bridge Advisors
Pennsylvania
$261K -$79.5K -1,456 -24%
SHFP
968
Second Half Financial Partners
Florida
$260K +$246K +4,506 New
ST
969
Sageworth Trust
Pennsylvania
$260K +$246K +4,500 New
NDSI
970
Newman Dignan & Sheerar Inc
Rhode Island
$259K
AP
971
Aspect Partners
Virginia
$256K
NAMNJ
972
NorthStar Asset Management (New Jersey)
New Jersey
$256K +$1.26K +23 +0.5%
LJHT
973
Laurie J. Hall Trustee
$256K +$109K +2,000 +82%
JFGIW
974
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$255K +$226K +4,133 +1,466%
DBRC
975
D.B. Root & Company
Pennsylvania
$254K -$194K -3,552 -45%

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.