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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
CH
1101
Cromwell Holdings
Wyoming
$154K
RFS
1102
Richardson Financial Services
Massachusetts
$153K
DWS
1103
Dynamic Wealth Strategies
California
$152K -$8.47K -155 -6%
WT
1104
Washington Trust
Rhode Island
$148K -$72.8K -1,332 -34%
SN
1105
Sittner & Nelson
Oregon
$147K
HNB
1106
Hilltop National Bank
Wyoming
$146K -$22.3K -408 -14%
CC
1107
Centiva Capital
New York
$145K +$137K +2,515 New
SAM
1108
S.A. Mason
Michigan
$144K
Optiver Holding
1109
Optiver Holding
Netherlands
$141K +$133K +2,434 New
CA
1110
Centerpoint Advisors
Massachusetts
$140K
RA
1111
Ransom Advisory
Rhode Island
$139K -$54.6K -1,000 -29%
BFS
1112
Burkett Financial Services
South Carolina
$136K +$1.48K +27 +1%
AA
1113
Alta Advisers
United Kingdom
$133K
FFC
1114
First Financial Corp
Indiana
$133K
JPWM
1115
Jamison Private Wealth Management
Georgia
$132K +$546 +10 +0.4%
BCA
1116
Bray Capital Advisors
Florida
$131K +$55 +1 +0%
PFBT
1117
Parkside Financial Bank & Trust
Missouri
$130K -$5.08K -93 -4%
FIM
1118
FWL Investment Management
Texas
$124K +$41K +750 +54%
DSC
1119
Duncker Streett & Co
Missouri
$123K -$16.4K -300 -12%
A
1120
Allianz
Germany
$121K
MIM
1121
Macroview Investment Management
Maryland
$119K
HGA
1122
Hobbs Group Advisors
South Carolina
$118K +$164 +3 +0.1%
S
1123
Sachetta
Massachusetts
$118K -$11.1K -203 -9%
CWC
1124
Carolinas Wealth Consulting
North Carolina
$117K -$1.75K -32 -2%
LWANC
1125
Laurel Wealth Advisors (North Carolina)
North Carolina
$116K +$15.7K +288 +17%

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.