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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
WIM
1276
Westside Investment Management
California
$11.6K
AFG
1277
Albion Financial Group
Utah
$11.6K
CTC
1278
Cetera Trust Company
Minnesota
$11.6K
GA
1279
GoalVest Advisory
New York
$11.6K
RDIA
1280
RE Dickinson Investment Advisors
Iowa
$11.6K
BFPW
1281
BOK Financial Private Wealth
Colorado
$11.6K +$10.9K +200 New
BWP
1282
Baldwin Wealth Partners
Massachusetts
$11.5K +$1.8K +33 +20%
BG
1283
Bollard Group
Massachusetts
$11K
HFS
1284
HBC Financial Services
Washington
$11K
FWM
1285
FSA Wealth Management
Massachusetts
$10.8K +$10.2K +187 New
WWP
1286
WR Wealth Planners
Missouri
$10.3K
CIA
1287
Cape Investment Advisory
Georgia
$9.88K
CA
1288
Claris Advisors
Missouri
$9.76K +$9.23K +169 New
RAM
1289
Ramirez Asset Management
New York
$9.59K
PA
1290
PSI Advisors
Florida
$9.36K
SNB
1291
Security National Bank
Nebraska
$9.19K
GSEP
1292
Golden State Equity Partners
California
$9.19K +$8.69K +159 New
PP
1293
Pacifica Partners
Canada
$8.78K
BC
1294
Barrett & Company
Rhode Island
$8.67K
TC
1295
Trust Company
Kansas
$8.67K
CAC
1296
Core Alternative Capital
Georgia
$8.61K
ACM
1297
Anfield Capital Management
California
$8.49K
MLA
1298
MB, Levis & Associates
Pennsylvania
$7.8K +$109 +2 +2%
HWP
1299
Highline Wealth Partners
California
$7.59K +$1.04K +19 +17%
NRG
1300
Nemes Rush Group
Michigan
$7.58K

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.