We are live on ! Find out more
D icon

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
WTA
1126
Washington Trust Advisors
Massachusetts
$116K
EA
1127
Evolution Advisers
Virginia
$114K +$819 +15 +0.8%
USB
1128
Union Savings Bank
Connecticut
$112K +$9.56K +175 +10%
CA
1129
Crewe Advisors
Utah
$107K -$1.69K -31 -2%
DMBA
1130
Deseret Mutual Benefit Administrators
Utah
$107K
CCA
1131
Catalyst Capital Advisors
New York
$106K +$65K +1,189 +184%
TCM
1132
Tradewinds Capital Management
Washington
$106K +$1.15K +21 +1%
CSB
1133
City State Bank
Iowa
$104K +$47.5K +870 +93%
FGC
1134
Financial Gravity Companies
Texas
$102K +$96K +1,757 New
SC
1135
Sawyer & Company
Massachusetts
$98K -$13.1K -240 -12%
RAM
1136
Riggs Asset Management
Pennsylvania
$93.2K
EWM
1137
Evermay Wealth Management
Virginia
$92.6K
GTAM
1138
Global Trust Asset Management
Florida
$92.1K
VNA
1139
Valley National Advisers
Pennsylvania
$92K -$49.3K -903 -36%
SCM
1140
Silvant Capital Management
Georgia
$91.9K +$28.4K +520 +49%
OA
1141
Operose Advisors
Wisconsin
$91K +$62.8K +1,150 +271%
HBW
1142
Hazlett, Burt & Watson
West Virginia
$88K
CPA
1143
Capital Performance Advisors
California
$87.8K +$83K +1,519 New
PSB
1144
Piscataqua Savings Bank
New Hampshire
$87.7K
SWM
1145
Sugarloaf Wealth Management
Georgia
$86.7K
HIA
1146
Harbor Investment Advisory
Maryland
$82.2K -$164 -3 -0.2%
OC
1147
Oakworth Capital
Alabama
$81.5K +$25.1K +460 +48%
PB
1148
Pinnacle Bancorp
Nebraska
$77.2K
PGAM
1149
Princeton Global Asset Management
New Jersey
$75.7K +$765 +14 +1%
C
1150
Covestor
United Kingdom
$74K

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.