We are live on ! Find out more
D icon

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
SWM
1276
Scissortail Wealth Management
Oklahoma
-$258K -5,690 Closed
AC
1277
AXQ Capital
New Jersey
-$263K -5,600 Closed
GIS
1278
Grayhawk Investment Strategies
Alberta, Canada
-$262K -5,566 Closed
PIM
1279
Penobscot Investment Management
Massachusetts
-$259K -5,500 Closed
WA
1280
Wambolt & Associates
Colorado
-$255K -5,429 Closed
IP
1281
Ignite Planners
California
-$259K -5,330 Closed
RA
1282
RFG Advisory
Alabama
-$241K -5,122 Closed
OAM
1283
Oxford Asset Management
United Kingdom
-$237K -5,052 Closed
HWAM
1284
Hennion & Walsh Asset Management
New Jersey
-$236K -5,023 Closed
ZP
1285
Zimmer Partners
New York
-$235K -5,000 Closed
SRL
1286
Scientech Research LLC
New Jersey
-$234K -4,970 Closed
IP
1287
Investment Partners
Ohio
-$231K -4,905 Closed
AMIM
1288
Aull & Monroe Investment Management
Alabama
-$224K -4,759 Closed
MG
1289
Marex Group
-$223K -4,754 Closed
DM
1290
Deerfield Management
New York
-$211K -4,495 Closed
CAMV
1291
Concord Asset Management (Virginia)
Virginia
-$211K -4,483 Closed
FPIS
1292
Financial Planning & Information Services
Wisconsin
-$208K -4,428 Closed
RHDIC
1293
R.H. Dinel Investment Counsel
California
-$207K -4,400 Closed
SC
1294
Sapient Capital
Indiana
-$206K -4,377 Closed
MGWA
1295
Monument Group Wealth Advisors
Massachusetts
-$205K -4,354 Closed
GM
1296
GeoWealth Management
Illinois
-$179K -3,808 Closed
ASBI
1297
American State Bank (Iowa)
Iowa
-$122K -2,597 Closed
GWS
1298
Glassman Wealth Services
Virginia
-$108K -2,294 Closed
NRA
1299
NSI Retail Advisors
Pennsylvania
-$104K -2,211 Closed
NMG
1300
New Millennium Group
Utah
-$100K -2,127 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.