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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
BHWM
1201
Beaird Harris Wealth Management
Texas
$2.46K
SA
1202
Scarborough Advisors
Maryland
$2.46K +$2.34K +50 New
PCMC
1203
Planning Capital Management Corporation
Pennsylvania
$2.17K -$21.7K -465 -91%
BCPWM
1204
Bradley & Co Private Wealth Management
Florida
$2.16K
PP
1205
PrairieView Partners
Minnesota
$2K
T
1206
Tidemark
California
$1.62K +$1.54K +33 New
HWP
1207
Highline Wealth Partners
California
$1.43K
ACA
1208
Atlas Capital Advisors
Wyoming
$1.38K
A
1209
AlphaQuest
New York
$1.33K +$1.26K +27 New
FSWA
1210
Financial Synergies Wealth Advisors
Texas
$1.23K +$1.17K +25 New
RWA
1211
Redmont Wealth Advisors
Illinois
$1.08K +$1.03K +22 New
TFA
1212
Transamerica Financial Advisors
Florida
$1K -$47 -1 -10%
CMP
1213
Coston McIsaac & Partners
Maine
$1K
CCM
1214
Chilton Capital Management
Texas
$935
SIC
1215
SJS Investment Consulting
Ohio
$935 +$47 +1 +6%
NL
1216
NVWM LLC
Pennsylvania
$787 +$747 +16 New
IHWM
1217
Iron Horse Wealth Management
Iowa
$738 +$701 +15 New
TWD
1218
True Wealth Design
Ohio
$640 -$46.5K -995 -99%
WA
1219
WestEnd Advisors
North Carolina
$639 +$47 +1 +8%
CAM
1220
ClariVest Asset Management
California
$534 +$514 +11 New
MAM
1221
MMA Asset Management
Pennsylvania
$415 +$374 +8 New
VWA
1222
Valued Wealth Advisors
Utah
$99 -$47 -1 -33%
IPW
1223
Impact Partnership Wealth
Georgia
$31 -$14.5K -310 -100%
DWM
1224
Dogwood Wealth Management
Kansas
$5
Balyasny Asset Management
1225
Balyasny Asset Management
Illinois
-$56.3M -1,198,507 Closed

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.