We are live on ! Find out more
D icon

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
GCM
1126
Gables Capital Management
Florida
$15.7K
PMFA
1127
Plante Moran Financial Advisors
Michigan
$15.6K
ETS
1128
ESL Trust Services
New York
$14.8K +$14K +300 New
AAP
1129
Arax Advisory Partners
Colorado
$14.6K -$7.94K -170 -36%
TIM
1130
Thompson Investment Management
Wisconsin
$14.6K +$1.73K +37 +14%
BFS
1131
Bare Financial Services
Pennsylvania
$14.4K
QL
1132
Quarry LP
New York
$14.3K +$2.38K +51 +21%
FMTCOCP
1133
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$14K -$93.4K -2,000 -87%
JWA
1134
JFS Wealth Advisors
Pennsylvania
$14K +$4.67K +100 +54%
MWA
1135
Miller Wealth Advisors
Colorado
$13.8K
AWM
1136
Abound Wealth Management
Tennessee
$13.4K -$420 -9 -3%
HCM
1137
Highlander Capital Management
New Jersey
$13.1K
JFGIW
1138
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.5K -$1.03K -22 -8%
PA
1139
Pineridge Advisors
Missouri
$12.3K
CIAS
1140
CBIZ Investment Advisory Services
Ohio
$12.3K +$11.7K +250 New
LB
1141
Legacy Bridge
Iowa
$12.1K
VWWMG
1142
Vermillion & White Wealth Management Group
Pennsylvania
$12K
PCA
1143
Providence Capital Advisors
North Carolina
$11.9K +$11.3K +242 New
KFS
1144
Kelly Financial Services
Massachusetts
$11.5K +$140 +3 +1%
ME
1145
McIlrath & Eck
Washington
$11.3K
WWP
1146
WR Wealth Planners
Missouri
$10.7K +$10.1K +217 New
PWMG
1147
Prestige Wealth Management Group
New Jersey
$10.6K +$2.48K +53 +33%
WPA
1148
West Paces Advisors
Georgia
$10.5K
WIM
1149
Westside Investment Management
California
$10.3K
WAS
1150
Winch Advisory Services
Wisconsin
$10.3K +$93 +2 +1%

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.