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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
CT
1101
Clearstead Trust
Maine
$26.5K -$6.77K -145 -21%
VWM
1102
Venturi Wealth Management
Texas
$25.6K -$7.33K -157 -23%
FPFS
1103
First Personal Financial Services
North Carolina
$25.1K
BSB
1104
Bangor Savings Bank
Maine
$24.9K
HSA
1105
Hussman Strategic Advisors
Maryland
$24.6K
OCM
1106
Orion Capital Management
California
$24.6K
PCFFS
1107
Pacific Center for Financial Services
California
$24.6K
AFS
1108
Annapolis Financial Services
Maryland
$24.1K
DI
1109
DAGCO Inc
Ohio
$24K -$99.5K -2,129 -81%
RTC
1110
Riverview Trust Company
Washington
$23.8K +$22.6K +484 New
NFSG
1111
Newbridge Financial Services Group
Florida
$22.9K -$6.91K -148 -24%
LS
1112
Livforsakringsbolaget Skandia
Sweden
$21.1K
MMG
1113
Monetary Management Group
Missouri
$19.7K
CFD
1114
Creative Financial Designs
Indiana
$19.2K -$327 -7 -2%
TAM
1115
Tucker Asset Management
Colorado
$18.9K -$2.62K -56 -13%
TSWM
1116
Tyler-Stone Wealth Management
Ohio
$18.8K -$3.08K -66 -15%
WWM
1117
Wolff Wiese Magana
California
$18.3K
DF
1118
DecisionPoint Financial
Arizona
$17.9K
RWPA
1119
Richard W. Paul & Associates
Michigan
$17.8K -$140 -3 -0.8%
SIA
1120
Sit Investment Associates
Minnesota
$17K
BIA
1121
Bell Investment Advisors
California
$16.8K +$1.59K +34 +11%
CFS
1122
CGC Financial Services
Oregon
$16.7K
WFA
1123
West Financial Advisors
Iowa
$16K
BEI
1124
Benjamin Edwards Inc
Missouri
$16K -$4.25K -91 -22%
MRCM
1125
M&R Capital Management
New Jersey
$15.9K

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.