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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
SAM
1001
S.A. Mason
Michigan
$123K +$4.67K +100 +4%
CA
1002
Centerpoint Advisors
Massachusetts
$120K +$114K +2,430 New
DSC
1003
Duncker Streett & Co
Missouri
$120K +$18.7K +400 +20%
LJHT
1004
Laurie J. Hall Trustee
$119K
SAM
1005
Smartleaf Asset Management
Massachusetts
$115K +$84.1K +1,800 +316%
PFBT
1006
Parkside Financial Bank & Trust
Missouri
$113K -$7.1K -152 -6%
VNA
1007
Valley National Advisers
Pennsylvania
$113K -$25.6K -547 -19%
BFS
1008
Burkett Financial Services
South Carolina
$113K +$1.45K +31 +1%
JPWM
1009
Jamison Private Wealth Management
Georgia
$111K +$654 +14 +0.6%
GEA
1010
Glen Eagle Advisors
New Jersey
$111K -$15.3K -327 -13%
FFA
1011
First Foundation Advisors
California
$109K -$3.69K -79 -3%
VCM
1012
Versant Capital Management
Arizona
$109K -$27.9K -597 -21%
A
1013
Allianz
Germany
$103K +$98.1K +2,100 New
SC
1014
Sawyer & Company
Massachusetts
$103K -$28.8K -617 -23%
S
1015
Sachetta
Massachusetts
$102K
MIM
1016
Macroview Investment Management
Maryland
$101K -$8.08K -173 -8%
PB
1017
Pinnacle Bancorp
Nebraska
$99.2K +$514 +11 +0.5%
BWM
1018
BKM Wealth Management
Wisconsin
$98.7K +$40K +856 +74%
AA
1019
Alta Advisers
United Kingdom
$98.4K
WTA
1020
Washington Trust Advisors
Massachusetts
$98.4K
IFAM
1021
Institutional & Family Asset Management
Colorado
$98.4K +$4.67K +100 +5%
NCTC
1022
New Covenant Trust Company
Indiana
$97.2K +$92.4K +1,977 New
CA
1023
Crewe Advisors
Utah
$92.7K +$88K +1,884 New
DMBA
1024
Deseret Mutual Benefit Administrators
Utah
$91K +$8.97K +192 +12%
EWM
1025
Evermay Wealth Management
Virginia
$88.6K +$6.07K +130 +8%

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.