We are live on ! Find out more
D icon

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
ETC
1051
Exchange Traded Concepts
Oklahoma
$56.6K -$374 -8 -0.7%
PWMG
1052
Private Wealth Management Group
New Jersey
$55.4K +$841 +18 +2%
SFA
1053
Semmax Financial Advisors
North Carolina
$54.3K -$27.2K -582 -36%
SCM
1054
Silvant Capital Management
Georgia
$52.7K
BGAI
1055
Bruce G. Allen Investments
Colorado
$51.1K -$374 -8 -0.8%
TFIPS
1056
Towarzystwo Funduszy Inwestycyjnych PZU SA
$50.2K +$18.7K +400 +65%
FDCP
1057
Foster Dykema Cabot & Partners
Massachusetts
$50.1K +$21.9K +469 +85%
CFFP
1058
Center for Financial Planning
Michigan
$50K +$15.9K +341 +51%
AP
1059
Atwood & Palmer
Missouri
$49.2K
TCA
1060
Trifecta Capital Advisors
Illinois
$49.2K
IGWM
1061
ICA Group Wealth Management
Colorado
$49K +$4.72K +101 +11%
CSB
1062
City State Bank
Iowa
$47K +$1.31K +28 +3%
OC
1063
Oakworth Capital
Alabama
$46.7K -$19.9K -425 -31%
BCMLT
1064
Beacon Capital Management LLC (Tennessee)
Tennessee
$46.5K +$42.5K +909 +2,525%
WPWM
1065
Western Pacific Wealth Management
Illinois
$45.8K +$43.5K +932 New
GG
1066
Gleason Group
Kentucky
$44.4K +$561 +12 +1%
CWM
1067
Compass Wealth Management
Connecticut
$44.3K -$25.5K -546 -38%
ACA
1068
American Capital Advisory
Idaho
$44.2K
CH
1069
Canton Hathaway
Rhode Island
$44K
BFP
1070
Briaud Financial Planning
Texas
$41K +$38.3K +819 New
MTIC
1071
Missouri Trust & Investment Company
Missouri
$40.6K
AFG
1072
Albion Financial Group
Utah
$39.4K +$28K +600 +300%
GKIM
1073
GW&K Investment Management
Massachusetts
$39K +$21.9K +469 +148%
RS
1074
Rakuten Securities
Japan
$39K +$29.9K +640 +421%
CBT
1075
CoreFirst Bank & Trust
Kansas
$38.2K -$28K -600 -44%

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.