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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
HGERS
1201
Householder Group Estate & Retirement Specialist
Arizona
$38K +$437 +8 +1%
CFFP
1202
Center for Financial Planning
Michigan
$37K
OLVIG
1203
Oliver Lagore Vanvalin Investment Group
Michigan
$36.9K -$27.5K -503 -44%
BBPWM
1204
Blue Bell Private Wealth Management
Pennsylvania
$36.5K +$3K +55 +10%
FDCP
1205
Foster Dykema Cabot & Partners
Massachusetts
$36.3K
RA
1206
Rise Advisors
New York
$36.2K -$1.26K -23 -4%
RWM
1207
Reston Wealth Management
Virginia
$35.9K +$34K +622 New
LFG
1208
Larson Financial Group
Missouri
$35.1K +$24.5K +449 +282%
AWM
1209
Atticus Wealth Management
Florida
$34.3K
OSNBOA
1210
Old Second National Bank of Aurora
Illinois
$33.9K
APC
1211
Aspire Private Capital
North Carolina
$33.9K -$7.1K -130 -18%
MRC
1212
Millburn Ridgefield Corp
New York
$33.6K -$3.61K -66 -10%
DF
1213
Dunhill Financial
United Kingdom
$32.8K +$26.6K +487 +601%
OIA
1214
Optimum Investment Advisors
Illinois
$32.6K
FFA
1215
Frazier Financial Advisors
Ohio
$32.4K +$30.6K +561 New
BWAM
1216
Boyd Watterson Asset Management
Ohio
$32.2K
LOIP
1217
Live Oak Investment Partners
Texas
$32.2K
CT
1218
Clearstead Trust
Maine
$31.1K
HWM
1219
Hemington Wealth Management
Virginia
$30K +$27.7K +507 New
DI
1220
DAGCO Inc
Ohio
$29.1K +$656 +12 +2%
RTC
1221
Riverview Trust Company
Washington
$29K +$929 +17 +4%
HSA
1222
Hussman Strategic Advisors
Maryland
$28.9K
PCFFS
1223
Pacific Center for Financial Services
California
$28.9K
CCA
1224
Criterion Capital Advisors
Tennessee
$28.4K
SWM
1225
Sanctuary Wealth Management
Idaho
$27.7K +$26.2K +480 New

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.