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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
APC
1076
Aspire Private Capital
North Carolina
$38.1K -$187 -4 -0.5%
HGERS
1077
Householder Group Estate & Retirement Specialist
Arizona
$37.1K +$467 +10 +1%
CCA
1078
Catalyst Capital Advisors
New York
$36.7K +$2.52K +54 +8%
MRC
1079
Millburn Ridgefield Corp
New York
$36.7K +$2.52K +54 +8%
JWM
1080
Janiczek Wealth Management
Colorado
$36.1K -$3.46K -74 -9%
VFM
1081
Viking Fund Management
North Dakota
$34.4K +$9.34K +200 +40%
FWA
1082
FSC Wealth Advisors
New York
$33.5K -$93 -2 -0.3%
MA
1083
MCF Advisors
Kentucky
$33.3K +$327 +7 +1%
CAL
1084
Capital Advisors Ltd
Ohio
$33K -$12.1K -259 -28%
CHA
1085
Carmichael Hill & Associates
Maryland
$32.1K +$420 +9 +1%
TC
1086
Trust Company
Kansas
$32K
MCM
1087
MV Capital Management
Maryland
$31.7K +$9.39K +201 +45%
OLVIG
1088
Oliver Lagore Vanvalin Investment Group
Michigan
$31.4K
FWM
1089
FSA Wealth Management
Massachusetts
$30.9K
LI
1090
LRI Investments
Florida
$30.1K +$28.6K +612 New
FMB
1091
Field & Main Bank
Kentucky
$30K +$4.81K +103 +20%
RA
1092
Rise Advisors
New York
$30K +$28.5K +610 New
AWM
1093
Atticus Wealth Management
Florida
$29.2K
AT
1094
Avalon Trust
New Mexico
$29K
OSNBOA
1095
Old Second National Bank of Aurora
Illinois
$28.9K
CCA
1096
Criterion Capital Advisors
Tennessee
$28.5K -$1.35K -29 -5%
BBPWM
1097
Blue Bell Private Wealth Management
Pennsylvania
$28.4K +$841 +18 +3%
OIA
1098
Optimum Investment Advisors
Illinois
$27.7K -$6.91K -148 -21%
OP
1099
ORG Partners
Indiana
$27.4K -$61.6K -1,318 -70%
BWAM
1100
Boyd Watterson Asset Management
Ohio
$27.4K

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.