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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
PIM
1051
Penobscot Investment Management
Massachusetts
$215K +$204K +3,725 New
WCA
1052
Westover Capital Advisors
Delaware
$214K +$202K +3,700 New
WFS
1053
Widmann Financial Services
Maryland
$213K -$4.86K -89 -2%
BIM
1054
Bridges Investment Management
Nebraska
$213K +$202K +3,690 New
AHL
1055
Abel Hall LLC
Louisiana
$213K +$201K +3,685 New
CIA
1056
Choate Investment Advisors
Massachusetts
$213K +$201K +3,682 New
FCBT
1057
First Citizens Bank & Trust
North Carolina
$212K -$1.95M -35,734 -91%
JSW
1058
Journey Strategic Wealth
New Jersey
$212K +$201K +3,675 New
RA
1059
RFG Advisory
Alabama
$212K +$200K +3,668 New
SIA
1060
Schechter Investment Advisors
Michigan
$211K +$200K +3,660 New
MA
1061
MBA Advisors
Pennsylvania
$211K +$199K +3,644 New
HCMG
1062
Howard Capital Management Group
California
$210K +$199K +3,635 New
HAIM
1063
Hunter Associates Investment Management
Pennsylvania
$209K -$32.5K -595 -14%
LA
1064
Legacy Advisors
Pennsylvania
$206K +$195K +3,570 New
SOW
1065
State of Wyoming
Wyoming
$206K +$5.63K +103 +3%
CPIA
1066
Cornell Pochily Investment Advisors
New York
$205K +$194K +3,551 New
ES
1067
Eagle Strategies
New York
$205K +$194K +3,547 New
BCM
1068
Birmingham Capital Management
Alabama
$205K +$194K +3,545 New
EW
1069
Evoke Wealth
California
$204K +$193K +3,535 New
LF
1070
LifePlan Financial
Minnesota
$204K -$60K -1,099 -24%
WFI
1071
West Family Investments
California
$204K +$193K +3,528 New
IIM
1072
Ipswich Investment Management
Massachusetts
$204K +$193K +3,524 New
VWA
1073
Visionary Wealth Advisors
Illinois
$203K -$41.5K -759 -18%
SFP
1074
Sandbox Financial Partners
Maryland
$202K +$191K +3,501 New
KC
1075
Kepos Capital
New York
$202K -$49.7K -910 -21%

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.