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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
CPA
1176
Clear Point Advisors
New York
$5.85K
PO
1177
Private Ocean
California
$5.71K +$5.42K +116 New
FFO
1178
Fortitude Family Office
Arizona
$5.46K
JGIA
1179
Jackson Grant Investment Advisers
Connecticut
$5.36K
EBA
1180
Eagle Bay Advisors
New York
$5.26K
MWM
1181
Mascoma Wealth Management
New Hampshire
$4.92K
RL
1182
Rogco LP
Oklahoma
$4.87K
PCWA
1183
Pacific Capital Wealth Advisors
California
$4.77K +$4.53K +97 New
KA
1184
Kozak & Associates
Colorado
$4.6K -$3.08K -66 -43%
CAM
1185
Clarity Asset Management
Iowa
$4.19K +$47 +1 +1%
PP
1186
Pingora Partners
Wyoming
$4.18K +$3.97K +85 New
Kayne Anderson Rudnick Investment Management
1187
Kayne Anderson Rudnick Investment Management
California
$4.13K
SRCM
1188
Signature Resources Capital Management
California
$4.04K
LFA
1189
Legend Financial Advisors
Pennsylvania
$3.74K +$2.34K +50 +192%
CWM
1190
Cedar Wealth Management
California
$3.64K +$3.46K +74 New
PP
1191
Pacifica Partners
Canada
$3.62K
LFG
1192
Larson Financial Group
Missouri
$3.59K -$56K -1,199 -94%
DF
1193
Dunhill Financial
United Kingdom
$3.18K +$467 +10 +18%
FRA
1194
Frank Rimerman Advisors
California
$3.05K
RDFA
1195
Ritter Daniher Financial Advisory
Ohio
$3.05K
PCM
1196
Penserra Capital Management
California
$3K -$178K -3,804 -98%
PA
1197
PSI Advisors
Florida
$2.95K -$607 -13 -18%
BAM
1198
Bellevue Asset Management
Washington
$2.84K +$93 +2 +4%
PGAM
1199
Princeton Global Asset Management
New Jersey
$2.72K
W
1200
WealthCollab
Washington
$2.66K

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.