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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
RW
1051
Rockport Wealth
Ohio
$214K +$227K +3,978 New
WF
1052
Welch & Forbes
Massachusetts
$214K
FFM
1053
Forum Financial Management
Illinois
$214K +$6.79K +119 +3%
PWA
1054
Physician Wealth Advisors
Utah
$213K +$171 +3 +0.1%
HBWM
1055
Hollow Brook Wealth Management
New York
$213K
BI
1056
Ballast Inc
Kentucky
$212K -$3.71K -65 -2%
SC
1057
Searle & Co
Connecticut
$212K +$225K +3,937 New
LJHT
1058
Laurie J. Hall Trustee
$212K -$28.5K -500 -11%
AGA
1059
Arkos Global Advisors
Texas
$212K +$224K +3,934 New
CA
1060
Continuum Advisory
Idaho
$209K -$22.8K -400 -9%
CIA
1061
Choate Investment Advisors
Massachusetts
$209K +$11.3K +198 +5%
BWL
1062
Bogart Wealth LLC
Virginia
$208K -$39.3K -689 -15%
BFO
1063
Boston Family Office
Massachusetts
$207K
NSIM
1064
North Star Investment Management
Illinois
$207K -$2.05K -36 -0.9%
SFS
1065
Stiles Financial Services
Minnesota
$206K -$3.42K -60 -2%
BS
1066
Banco Santander
Spain
$204K -$67.4K -1,182 -24%
PA
1067
Probity Advisors
Texas
$203K
GS
1068
GTS Securities
New York
$203K -$1.66M -29,161 -89%
EWM
1069
Evercore Wealth Management
New York
$203K -$79.9K -1,401 -27%
ES
1070
Eagle Strategies
New York
$202K +$12.1K +212 +6%
FCCM
1071
First City Capital Management
Georgia
$202K
TAM
1072
Titleist Asset Management
Texas
$202K -$72.7K -1,275 -25%
DBRC
1073
D.B. Root & Company
Pennsylvania
$202K -$36.9K -647 -15%
PIM
1074
Penobscot Investment Management
Massachusetts
$201K
WA
1075
Wealth Alliance
New York
$200K -$386K -6,761 -65%

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.