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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
AF
976
Advisornet Financial
Minnesota
$252K +$34.8K +637 +17%
DCM
977
Dudley Capital Management
Virginia
$252K +$238K +4,361 New
AWA
978
Arkadios Wealth Advisors
Georgia
$252K +$12K +220 +5%
GIP
979
Greatmark Investment Partners
Georgia
$251K +$238K +4,350 New
TWC
980
TD Waterhouse Canada
Ontario, Canada
$251K +$236K +4,315 New
FAIM
981
Financial Advocates Investment Management
Washington
$249K -$118K -2,169 -33%
P8IP
982
Pier 88 Investment Partners
California
$249K
MG
983
Mather Group
Illinois
$249K -$4.75K -87 -2%
EGM
984
Engineers Gate Manager
New York
$249K -$990K -18,127 -81%
VI
985
Versor Investments
New York
$248K +$235K +4,300 New
FBB
986
Fulton Breakefield Broenniman
Maryland
$248K -$33.5K -614 -13%
RMC
987
Resources Management Corp
Connecticut
$248K -$13.7K -250 -5%
AIM
988
Athena Investment Management
California
$248K -$7.54K -138 -3%
RWA
989
River Wealth Advisors
Pennsylvania
$247K -$80.2K -1,468 -26%
BCM
990
Boltwood Capital Management
California
$246K -$57K -1,044 -20%
RWP
991
RWA Wealth Partners
Massachusetts
$246K +$233K +4,256 New
SPWM
992
Schrum Private Wealth Management
Florida
$245K +$232K +4,246 New
HWMO
993
Heritage Wealth Management (Ohio)
Ohio
$245K +$2.19K +40 +1%
MIM
994
MTM Investment Management
South Carolina
$245K
WPW
995
Waldron Private Wealth
Pennsylvania
$243K -$29.8K -546 -11%
AWAP
996
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$243K
HBS
997
Howard Bailey Securities
Indiana
$243K +$229K +4,197 New
MCM
998
MidAtlantic Capital Management
Virginia
$242K
NPFS
999
Novak & Powell Financial Services
Florida
$242K +$1.69K +31 +0.7%
PWA
1000
Provenance Wealth Advisors
Florida
$241K

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.