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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
EC
1301
EdgeRock Capital
Colorado
-$81.2K -1,779 Closed
FWM
1302
Focused Wealth Management
New York
-$80.6K -1,715 Closed
HT
1303
Headlands Technologies
Illinois
-$72.1K -1,533 Closed
GWMIA
1304
Global Wealth Management Investment Advisory
Florida
-$68.2K -1,450 Closed
TCWA
1305
Turtle Creek Wealth Advisors
Texas
-$64.7K -1,376 Closed
RIM
1306
Rockbridge Investment Management
New York
-$63.4K -1,349 Closed
EC
1307
EntryPoint Capital
New York
-$61.2K -1,302 Closed
RFA
1308
Resurgent Financial Advisors
Georgia
-$60.8K -1,294 Closed
PG
1309
Proffitt & Goodson
Tennessee
-$59.9K -1,275 Closed
PP
1310
Paloma Partners
Connecticut
-$55.6K -1,183 Closed
VC
1311
Vestor Capital
Illinois
-$48K -1,028 Closed
HB
1312
Horizon Bancorp
Indiana
-$42K -900 Closed
BI
1313
Bramshill Investments
Florida
-$38.7K -810 Closed
MFT
1314
Moisand Fitzgerald Tamayo
Florida
-$30.4K -646 Closed
PS
1315
Planned Solutions
California
-$15.7K -333 Closed
TFG
1316
Team Financial Group
California
-$14.4K -307 Closed
TWM
1317
Tradition Wealth Management
Minnesota
-$14K -305 Closed
RWM
1318
Ruedi Wealth Management
Illinois
-$14.2K -302 Closed
JFA
1319
JNBA Financial Advisors
Minnesota
-$14.1K -300 Closed
LIWM
1320
Long Island Wealth Management
New York
-$12K -246 Closed
FPF
1321
First Pacific Financial
Washington
-$11K -233 Closed
CCC
1322
Chelsea Counsel Company
California
-$10K -213 Closed
AWM
1323
Activest Wealth Management
Florida
-$9.34K -200 Closed
FPB
1324
First PREMIER Bank
South Dakota
-$9K -200 Closed
LA
1325
LM Advisors
California
-$9.4K -200 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.