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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
SCM
976
Shelton Capital Management
Colorado
$260K
FBT
977
First Bankers Trust
Kentucky
$260K -$319K -5,592 -54%
WAM
978
Wolverine Asset Management
Illinois
$258K
PTC
979
Private Trust Company
Ohio
$258K -$21.5K -377 -7%
KC
980
Kinloch Capital
Virginia
$257K -$23.6K -414 -8%
IPAM
981
Investment Partners Asset Management
New Jersey
$255K
ESB
982
Essex Savings Bank
Connecticut
$254K +$628 +11 +0.2%
ACP
983
Aviance Capital Partners
Florida
$254K +$269K +4,711 New
MF
984
Meridian Financial
Massachusetts
$254K +$2.17K +38 +0.8%
SAM
985
Shell Asset Management
Netherlands
$253K
BRWM
986
Blue Rock Wealth Management
North Carolina
$251K +$264K +4,629 New
IF
987
Intrua Financial
Texas
$250K -$188K -3,301 -42%
SMA
988
Sage Mountain Advisors
Georgia
$249K -$1.77K -31 -0.7%
CB
989
CNB Bank
Pennsylvania
$248K -$67.9K -1,191 -21%
VNIM
990
Vaughan Nelson Investment Management
Texas
$248K
CFG
991
Citizens Financial Group
Rhode Island
$246K -$50.3K -882 -16%
SHFP
992
Second Half Financial Partners
Florida
$246K +$3.65K +64 +1%
PJSIMP
993
P.J. Schmidt Investment Management (PJS)
Wisconsin
$246K
SWAG
994
Spectrum Wealth Advisory Group
California
$245K +$259K +4,548 New
FLPIM
995
F.L. Putnam Investment Management
Massachusetts
$245K -$28.5K -500 -10%
MA
996
MKT Advisors
California
$245K -$45.5K -797 -15%
Luther King Capital Management (LKCM)
997
Luther King Capital Management (LKCM)
Texas
$243K
TBA
998
Tower Bridge Advisors
Pennsylvania
$243K
AC
999
Avestar Capital
New York
$243K +$35.8K +628 +16%
GM
1000
GeoWealth Management
Illinois
$242K +$78.6K +1,377 +44%

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.