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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
PHK
1251
Point72 Hong Kong
Hong Kong
-$785K -16,694 Closed
DT
1252
Diversified Trust
Tennessee
-$674K -14,339 Closed
SSWM
1253
Smith Salley Wealth Management
North Carolina
-$674K -14,335 Closed
OTL
1254
Oak Thistle LLC
New York
-$628K -13,366 Closed
Acadian Asset Management
1255
Acadian Asset Management
Massachusetts
-$608K -12,947 Closed
OHWA
1256
Oak Hill Wealth Advisors
Virginia
-$603K -12,903 Closed
PMAM
1257
Penn Mutual Asset Management
Pennsylvania
-$584K -12,426 Closed
MC
1258
Maverick Capital
Texas
-$517K -10,995 Closed
TCBWMS
1259
Texas Capital Bank Wealth Management Services
Texas
-$515K -10,965 Closed
CP
1260
Camelot Portfolios
Ohio
-$499K -10,628 Closed
MC
1261
Machina Capital
France
-$492K -10,459 Closed
SWA
1262
Stratos Wealth Advisors
Ohio
-$470K -10,007 Closed
MWM
1263
Meridian Wealth Management
Kentucky
-$458K -9,749 Closed
BOH
1264
Bank of Hawaii
Hawaii
-$412K -8,758 Closed
WFI
1265
West Family Investments
California
-$397K -8,455 Closed
PFGIA
1266
Patriot Financial Group Insurance Agency
Massachusetts
-$372K -7,912 Closed
KIA
1267
KCM Investment Advisors
California
-$356K -7,574 Closed
RCM
1268
RNC Capital Management
California
-$352K -7,486 Closed
FNWM
1269
Financial Network Wealth Management
Utah
-$348K -7,417 Closed
WHG
1270
Westwood Holdings Group
Texas
-$345K -7,338 Closed
SSA
1271
Schonfeld Strategic Advisors
New York
-$315K -6,700 Closed
TCMP
1272
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$296K -6,308 Closed
ACM
1273
AlphaStar Capital Management
North Carolina
-$292K -6,208 Closed
SAM
1274
Sawgrass Asset Management
Florida
-$282K -5,998 Closed
IA
1275
IFG Advisory
Georgia
-$280K -5,962 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.