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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
TCA
1176
Trifecta Capital Advisors
Illinois
$57.8K
SWP
1177
SIMA Wealth Partners
Virginia
$57.1K
WPWM
1178
Western Pacific Wealth Management
Illinois
$53.9K
GG
1179
Gleason Group
Kentucky
$53.5K -$3.33K -61 -6%
SC
1180
Swan Capital
Florida
$53.3K
MIA
1181
MeadowBrook Investment Advisors
Michigan
$52K -$44.8K -820 -48%
CWM
1182
Compass Wealth Management
Connecticut
$52K
CH
1183
Canton Hathaway
Rhode Island
$52K
GKIM
1184
GW&K Investment Management
Massachusetts
$52K +$1.91K +35 +4%
TFIPS
1185
Towarzystwo Funduszy Inwestycyjnych PZU SA
$50.3K
CB
1186
Community Bank
New York
$49.5K -$10.8K -198 -19%
MTIC
1187
Missouri Trust & Investment Company
Missouri
$47.7K
BFP
1188
Briaud Financial Planning
Texas
$47K
HT
1189
Headlands Technologies
Illinois
$45.9K +$43.4K +794 New
FWA
1190
FSC Wealth Advisors
New York
$45.5K +$273 +5 +0.6%
MCM
1191
MV Capital Management
Maryland
$45.1K +$437 +8 +1%
CBT
1192
CoreFirst Bank & Trust
Kansas
$44.8K +$42.4K +776 New
KB
1193
Kimelman & Baird
New York
$42.2K
ACM
1194
Aster Capital Management
United Arab Emirates
$41.8K +$39.6K +724 New
AWM
1195
Avior Wealth Management
Nebraska
$41.2K -$3.5K -64 -8%
VFM
1196
Viking Fund Management
North Dakota
$40.5K
HDIM
1197
Hanson & Doremus Investment Management
Vermont
$40K -$3.06K -56 -7%
CAL
1198
Capital Advisors Ltd
Ohio
$39K
CJL
1199
Cyrus J. Lawrence
New York
$39K +$9.56K +175 +35%
CHA
1200
Carmichael Hill & Associates
Maryland
$38.6K +$437 +8 +1%

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.