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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
GIP
1026
Greatmark Investment Partners
Georgia
$229K -$5.71K -100 -2%
AF
1027
Advisornet Financial
Minnesota
$229K -$6.85K -120 -3%
HWMO
1028
Heritage Wealth Management (Ohio)
Ohio
$228K
NPFS
1029
Novak & Powell Financial Services
Florida
$227K +$1.88K +33 +0.8%
ONST
1030
Old North State Trust
North Carolina
$227K +$7.13K +125 +3%
CFS
1031
Commonwealth Financial Services
West Virginia
$227K -$57.9K -1,015 -19%
AWAP
1032
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$226K
PFA
1033
Pure Financial Advisors
California
$226K +$239K +4,197 New
NAS
1034
Nicolet Advisory Services
Wisconsin
$226K +$241K +4,228 New
HBS
1035
Howard Bailey Securities
Indiana
$226K -$570 -10 -0.2%
BCM
1036
Boltwood Capital Management
California
$225K -$4.28K -75 -2%
PWA
1037
Provenance Wealth Advisors
Florida
$225K
CWM
1038
Cahaba Wealth Management
Georgia
$225K +$2.62K +46 +1%
WPW
1039
Waldron Private Wealth
Pennsylvania
$224K -$3.19K -56 -1%
IFWM
1040
Institute for Wealth Management
Colorado
$222K
SIC
1041
Sterling Investment Counsel
New York
$221K
BFS
1042
Bard Financial Services
Connecticut
$221K -$337K -5,900 -59%
MPWT
1043
MassMutual Private Wealth & Trust
Connecticut
$221K +$14.7K +258 +7%
FOFP
1044
Fee-Only Financial Planning
South Carolina
$219K
ClearBridge Investments
1045
ClearBridge Investments
New York
$219K -$61.4K -1,077 -21%
GJIA
1046
Glass Jacobson Investment Advisors
Maryland
$218K
LA
1047
Legacy Advisors
Pennsylvania
$218K +$27.4K +480 +13%
TP
1048
Tranquility Partners
Tennessee
$217K -$129K -2,262 -36%
CC
1049
Chicago Capital
Illinois
$215K +$13.7K +240 +6%
SC
1050
Sapient Capital
Indiana
$214K +$8.21K +144 +4%

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.