We are live on ! Find out more
D icon

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
OIA
1076
Optimum Investment Advisors
Illinois
$199K +$179K +3,137 +557%
KIM
1077
Kestra Investment Management
Texas
$191K -$30.2K -530 -13%
VFM
1078
Viking Fund Management
North Dakota
$189K +$160K +2,800 +400%
SIM
1079
Sentry Investment Management
Wisconsin
$186K -$32.2K -564 -14%
WBWA
1080
William B. Walkup & Associates
South Carolina
$184K
LWCFA
1081
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$176K -$570 -10 -0.3%
TC
1082
Truvestments Capital
Florida
$176K +$6.33K +111 +4%
FRA
1083
Front Row Advisors
California
$176K
AS
1084
Altshuler Shaham
Israel
$176K +$186K +3,266 New
BCWM
1085
Bartlett & Co Wealth Management
Ohio
$176K -$155K -2,722 -45%
Optiver Holding
1086
Optiver Holding
Netherlands
$175K +$46.7K +819 +34%
PFBT
1087
Parkside Financial Bank & Trust
Missouri
$174K +$56.6K +993 +44%
AGWCA
1088
Annis Gardner Whiting Capital Advisors
Florida
$168K -$3.31K -58 -2%
QC
1089
Quent Capital
New York
$167K -$1.82K -32 -1%
AAP
1090
Arax Advisory Partners
Colorado
$162K +$147K +2,577 +606%
MFC
1091
Mechanics Financial Corp
Ohio
$162K
SIS
1092
Sound Income Strategies
Florida
$158K +$4.79K +84 +3%
CFO
1093
CVA Family Office
Colorado
$158K +$4.56K +80 +3%
HWA
1094
HHM Wealth Advisors
Tennessee
$157K +$1.71K +30 +1%
M
1095
MOTCO
Texas
$155K -$685 -12 -0.4%
MCM
1096
MidAtlantic Capital Management
Virginia
$154K -$76K -1,332 -32%
WT
1097
Washington Trust
Rhode Island
$154K +$17.1K +299 +12%
RFS
1098
Richardson Financial Services
Massachusetts
$154K -$15.1K -265 -8%
YDMI
1099
Y.D. More Investments
Israel
$151K -$9.98K -175 -6%
DAM
1100
Delta Asset Management
Tennessee
$150K

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.