We are live on ! Find out more
D icon

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
CA
1001
Continuum Advisory
Idaho
$241K -$19.3K -353 -8%
IFWM
1002
Institute for Wealth Management
Colorado
$239K -$2.68K -49 -1%
CWM
1003
Cahaba Wealth Management
Georgia
$239K +$2.35K +43 +1%
EIP
1004
Epoch Investment Partners
New York
$238K -$17.5K -320 -7%
CAMV
1005
Concord Asset Management (Virginia)
Virginia
$238K +$225K +4,124 New
PWAM
1006
Pinnacle West Asset Management
Wyoming
$238K +$225K +4,120 New
SIC
1007
Sterling Investment Counsel
New York
$237K
CD
1008
Chapin Davis
Maryland
$236K -$10.9K -200 -5%
ONST
1009
Old North State Trust
North Carolina
$236K +$223K +4,081 New
RFA
1010
Register Financial Advisors
Georgia
$236K +$1.69K +31 +0.8%
KIM
1011
Kestra Investment Management
Texas
$235K +$223K +4,075 New
NFG
1012
Nadler Financial Group
Illinois
$235K +$222K +4,067 New
SQA
1013
Simon Quick Advisors
New Jersey
$235K +$222K +4,066 New
FOFP
1014
Fee-Only Financial Planning
South Carolina
$235K +$222K +4,060 New
GJIA
1015
Glass Jacobson Investment Advisors
Maryland
$234K -$7.1K -130 -3%
GIA
1016
Gateway Investment Advisers
Ohio
$234K -$6.83K -125 -3%
AWA
1017
Aaron Wealth Advisors
Illinois
$233K +$221K +4,039 New
SIM
1018
Sentry Investment Management
Wisconsin
$233K +$220K +4,027 New
BI
1019
Ballast Inc
Kentucky
$231K +$219K +4,003 New
SW
1020
Simplicity Wealth
New Jersey
$230K -$1.18M -21,508 -84%
WF
1021
Welch & Forbes
Massachusetts
$229K +$217K +3,970 New
C
1022
CEDRUS
Colorado
$228K -$98.6K -1,804 -31%
HBWM
1023
Hollow Brook Wealth Management
New York
$228K +$216K +3,950 New
PWA
1024
Physician Wealth Advisors
Utah
$228K +$216K +3,960 New
WQ
1025
Wealth Quarterback
New Jersey
$225K -$12.9K -236 -6%

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.