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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
RWPA
1301
Richard W. Paul & Associates
Michigan
$7.34K -$11.9K -217 -63%
FC
1302
Fairscale Capital
New Hampshire
$7.34K
MWA
1303
MFA Wealth Advisors
Pennsylvania
$6.93K
PWMG
1304
Prestige Wealth Management Group
New Jersey
$6.59K
JGIA
1305
Jackson Grant Investment Advisers
Connecticut
$6.3K
SSG
1306
Summit Securities Group
New York
$6K -$1.08M -19,700 -99%
MWM
1307
Mascoma Wealth Management
New Hampshire
$5.78K
FAM
1308
Flaharty Asset Management
Florida
$5.78K +$5.46K +100 New
EBA
1309
Eagle Bay Advisors
New York
$5.55K -$601 -11 -10%
SC
1310
Stephens Consulting
Michigan
$5.38K -$6.78K -124 -57%
KA
1311
Kozak & Associates
Colorado
$5.36K +$55 +1 +1%
CWA
1312
Carolina Wealth Advisors
South Carolina
$5.09K +$4.81K +88 New
SRCM
1313
Signature Resources Capital Management
California
$4.97K
Kayne Anderson Rudnick Investment Management
1314
Kayne Anderson Rudnick Investment Management
California
$4.85K -$1.09K -20 -19%
AAG
1315
Accordant Advisory Group
Maryland
$4.1K -$3.82K -70 -50%
AT
1316
Arlington Trust
Alabama
$4.04K +$3.82K +70 New
LFA
1317
Legend Financial Advisors
Pennsylvania
$3.64K
RDFA
1318
Ritter Daniher Financial Advisory
Ohio
$3.58K
BAM
1319
Bellevue Asset Management
Washington
$3.42K +$55 +1 +2%
CPA
1320
Clear Point Advisors
New York
$3.41K -$3.28K -60 -50%
TIM
1321
Thompson Investment Management
Wisconsin
$3.24K
LSA
1322
Leonteq Securities AG
Switzerland
$3.12K -$90.4K -1,654 -97%
AA
1323
AlphaMark Advisors
Kentucky
$3K -$4.1K -75 -60%
PCM
1324
Penserra Capital Management
California
$3K +$164 +3 +5%
RL
1325
Rogco LP
Oklahoma
$2.66K -$1.86K -34 -43%

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.