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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
PWM
1026
Perigon Wealth Management
California
$224K +$212K +3,880 New
SFS
1027
Stiles Financial Services
Minnesota
$224K +$212K +3,876 New
AC
1028
Avestar Capital
New York
$224K +$212K +3,875 New
HTIM
1029
Harbour Trust & Investment Management
Indiana
$224K -$39.4K -722 -16%
NSIM
1030
North Star Investment Management
Illinois
$224K +$1.97K +36 +0.9%
NPPM
1031
North Point Portfolio Managers
Ohio
$222K +$210K +3,850 New
IAIM
1032
International Assets Investment Management
Florida
$222K +$80M +1,463,858 +7,438%
FFM
1033
Forum Financial Management
Illinois
$222K +$210K +3,845 New
DJYG
1034
David J. Yvars Group
Florida
$222K -$16.3K -298 -7%
MPWT
1035
MassMutual Private Wealth & Trust
Connecticut
$222K -$7.98K -146 -4%
BFO
1036
Boston Family Office
Massachusetts
$222K +$210K +3,850 New
TWM
1037
Trueblood Wealth Management
Ohio
$222K +$210K +3,840 New
SC
1038
Sapient Capital
Indiana
$222K +$210K +3,838 New
TF
1039
Tompkins Financial
New York
$220K +$4.92K +90 +2%
NC
1040
nVerses Capital
Florida
$220K +$208K +3,800 New
IFG
1041
Independent Financial Group
California
$220K -$68.9K -1,262 -25%
PWLP
1042
Prio Wealth Limited Partnership
Massachusetts
$220K +$208K +3,799 New
PPC
1043
Park Place Capital
Alabama
$219K -$316K -5,785 -60%
PA
1044
Probity Advisors
Texas
$218K +$206K +3,774 New
BLC
1045
Brown, Lisle/Cummings
Rhode Island
$218K
CC
1046
Chicago Capital
Illinois
$217K +$205K +3,759 New
SB
1047
Strategic Blueprint
Georgia
$217K +$205K +3,759 New
FCCM
1048
First City Capital Management
Georgia
$217K +$205K +3,752 New
ET
1049
Equitable Trust
Tennessee
$216K +$204K +3,740 New
PMG
1050
Private Management Group
California
$216K +$204K +3,731 New

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.