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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
PCM
1151
Perritt Capital Management
Illinois
$10.2K +$140 +3 +1%
BG
1152
Bollard Group
Massachusetts
$10K
HFS
1153
HBC Financial Services
Washington
$10K
RDIA
1154
RE Dickinson Investment Advisors
Iowa
$10K
CTC
1155
Cetera Trust Company
Minnesota
$9.84K
FDCDDQ
1156
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.84K
GA
1157
GoalVest Advisory
New York
$9.84K +$841 +18 +10%
CPG
1158
Cornerstone Planning Group
New Jersey
$9.15K -$467 -10 -5%
SC
1159
Solstein Capital
California
$9.1K
AW
1160
Avion Wealth
Texas
$9K +$1.96K +42 +31%
BWP
1161
Baldwin Wealth Partners
Massachusetts
$8.17K -$3.08K -66 -28%
RAM
1162
Ramirez Asset Management
New York
$8.17K
SNB
1163
Security National Bank
Nebraska
$7.82K
NRG
1164
Nemes Rush Group
Michigan
$7.58K
CIA
1165
Cape Investment Advisory
Georgia
$7.38K -$2.94K -63 -30%
BC
1166
Barrett & Company
Rhode Island
$7.38K +$7.01K +150 New
CAC
1167
Core Alternative Capital
Georgia
$7.33K -$13.3K -284 -66%
MBFW
1168
Morton Brown Family Wealth
Pennsylvania
$7.33K +$3.6K +77 +107%
AAG
1169
Accordant Advisory Group
Maryland
$6.94K +$6.59K +141 New
NOI
1170
Newton One Investments
Delaware
$6.86K +$93 +2 +1%
WIA
1171
Wetzel Investment Advisors
Indiana
$6.8K
AIC
1172
Archer Investment Corporation
Indiana
$6.69K
DPW
1173
DiNuzzo Private Wealth
Pennsylvania
$6.54K -$47 -1 -0.7%
MLA
1174
MB, Levis & Associates
Pennsylvania
$6.48K +$93 +2 +2%
AA
1175
AlphaMark Advisors
Kentucky
$6K

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.