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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
LIS
1251
Legacy Investment Solutions
Idaho
$18.2K +$17.5K +321 New
LWMI
1252
Legacy Wealth Management (Idaho)
Idaho
$18.2K +$17.5K +321 New
FPFS
1253
First Personal Financial Services
North Carolina
$17.4K -$5.96K -109 -27%
ETS
1254
ESL Trust Services
New York
$17.3K
APW
1255
Atlantic Private Wealth
North Carolina
$17.3K +$16.4K +300 New
NPP
1256
New Potomac Partners
Maryland
$17.3K +$16.4K +300 New
NBT
1257
Northwest Bank & Trust
Iowa
$17K
MWA
1258
Miller Wealth Advisors
Colorado
$16.7K
BFS
1259
Bare Financial Services
Pennsylvania
$16.3K
MBFW
1260
Morton Brown Family Wealth
Pennsylvania
$15.7K +$10.9K +200 +278%
AWM
1261
Abound Wealth Management
Tennessee
$15.7K
FMTCOCP
1262
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15K -$5.46K -100 -28%
CIAS
1263
CBIZ Investment Advisory Services
Ohio
$15K +$492 +9 +4%
GIA
1264
GHP Investment Advisors
Colorado
$14.7K +$13.9K +254 New
PA
1265
Pineridge Advisors
Missouri
$14.5K
LB
1266
Legacy Bridge
Iowa
$14.2K
VWWMG
1267
Vermillion & White Wealth Management Group
Pennsylvania
$14K
PP
1268
Pingora Partners
Wyoming
$13.6K
ME
1269
McIlrath & Eck
Washington
$13.3K
CPG
1270
Cornerstone Planning Group
New Jersey
$12.6K +$382 +7 +3%
WAS
1271
Winch Advisory Services
Wisconsin
$12.3K +$55 +1 +0.5%
WPA
1272
West Paces Advisors
Georgia
$12.3K
PCM
1273
Perritt Capital Management
Illinois
$12.3K +$164 +3 +1%
AW
1274
Avion Wealth
Texas
$12K +$437 +8 +4%
CWM
1275
CarsonAllaria Wealth Management
Illinois
$11.7K +$1.04K +19 +10%

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.