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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
TCM
1026
Tradewinds Capital Management
Washington
$87.8K +$1.12K +24 +1%
USB
1027
Union Savings Bank
Connecticut
$87K -$14K -300 -14%
WB
1028
Webster Bank
Connecticut
$85K -$9.34K -200 -10%
LWANC
1029
Laurel Wealth Advisors (North Carolina)
North Carolina
$84.4K +$1.31K +28 +2%
SWA
1030
SOA Wealth Advisors
New York
$83.5K +$514 +11 +0.7%
C
1031
Covestor
United Kingdom
$81K +$47.6K +1,019 +161%
RAM
1032
Riggs Asset Management
Pennsylvania
$79.3K
GTAM
1033
Global Trust Asset Management
Florida
$78.9K -$467 -10 -0.6%
HIA
1034
Harbor Investment Advisory
Maryland
$77.4K
HBW
1035
Hazlett, Burt & Watson
West Virginia
$75K -$23.4K -500 -25%
PSB
1036
Piscataqua Savings Bank
New Hampshire
$74.6K -$2.34K -50 -3%
HWA
1037
HHM Wealth Advisors
Tennessee
$72.9K
First Manhattan
1038
First Manhattan
New York
$71.4K -$22.3K -478 -25%
LCM
1039
Logan Capital Management
Pennsylvania
$71.2K -$9.34K -200 -12%
AP
1040
Aspect Partners
Virginia
$69.8K -$17.7K -378 -21%
FIM
1041
FWL Investment Management
Texas
$68.4K -$128K -2,745 -66%
GWSG
1042
GPS Wealth Strategies Group
Colorado
$68.3K -$14K -300 -18%
LF
1043
LifeSteps Financial
California
$67.1K +$63.7K +1,364 New
WOC
1044
West Oak Capital
California
$67K
BCA
1045
Bray Capital Advisors
Florida
$66.3K +$93 +2 +0.1%
BAM
1046
Byrne Asset Management
New Jersey
$63.9K -$14K -300 -19%
CFG
1047
CKW Financial Group
Hawaii
$59K
AA
1048
Addison Advisors
Vermont
$58.5K -$1.17K -25 -2%
GI
1049
Gradient Investments
Minnesota
$57.9K -$56.1K -1,201 -50%
FMP
1050
Financial Management Professionals
Texas
$57K +$3.27K +70 +6%

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.