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Dominion Energy

1,371 hedge funds and large institutions have $35.4B invested in Dominion Energy in 2024 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 489 increasing their positions, 510 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $295M | Put options by funds: $168M

31% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 131

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more funds holding

Funds holding: 1,3491,371 (+22)

0.74% more ownership

Funds ownership: 76.55%77.29% (+0.74%)

4% less repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 510

4% less capital invested

Capital invested by funds: $37B → $35.4B (-$1.65B)

Holders
1,371
Holders Change
+22
Holders Change %
+1.63%
% of All Funds
18.06%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
172
Increased
489
Reduced
510
Closed
131
Calls
$295M
Puts
$168M
Net Calls
+$127M
Net Calls Change
-$77.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RMP
1326
Richards, Merrill & Peterson
Washington
$5.39K +$5.71K +100 New
IMC
1327
Investment Management Corporation
Virginia
$5.38K +$5.71K +100 New
SIC
1328
SJS Investment Consulting
Ohio
$5.28K +$3.71K +65 +197%
KA
1329
Kozak & Associates
Colorado
$4.91K +$57 +1 +1%
AG
1330
AmeriFlex Group
Nevada
$4.84K +$4.96K +87 New
CWA
1331
Carolina Wealth Advisors
South Carolina
$4.74K
SRCM
1332
Signature Resources Capital Management
California
$4.63K
AAG
1333
Accordant Advisory Group
Maryland
$3.82K
AT
1334
Arlington Trust
Alabama
$3.77K
TWD
1335
True Wealth Design
Ohio
$3.76K -$57.1K -1,001 -93%
VWA
1336
Valued Wealth Advisors
Utah
$3.72K +$3.82K +67 +3,350%
LFA
1337
Legend Financial Advisors
Pennsylvania
$3.39K
TAM
1338
Tucker Asset Management
Colorado
$3.18K +$1.37K +24 +69%
TIM
1339
Thompson Investment Management
Wisconsin
$3.02K
AA
1340
AlphaMark Advisors
Kentucky
$3K
CMP
1341
Coston McIsaac & Partners
Maine
$3K
CF
1342
Conquis Financial
California
$2.8K +$2.97K +52 New
JGIA
1343
Jackson Grant Investment Advisers
Connecticut
$2.48K -$3.59K -63 -58%
EBA
1344
Eagle Bay Advisors
New York
$2.48K -$2.85K -50 -52%
IHWM
1345
Iron Horse Wealth Management
Iowa
$2.42K +$856 +15 +50%
BCPWM
1346
Bradley & Co Private Wealth Management
Florida
$2.37K +$2.51K +44 New
ACA
1347
Atlas Capital Advisors
Wyoming
$2.26K +$799 +14 +50%
CSWM
1348
Cassady Schiller Wealth Management
Ohio
$2.21K +$2.34K +41 New
T
1349
Transce3nd
Texas
$2.15K +$2.28K +40 New
MBFW
1350
Morton Brown Family Wealth
Pennsylvania
$2.1K -$13.3K -233 -86%

D Hedge Fund Activity: Q4 2024 in Review

1,371 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2024, worth a combined $35.4B — down 4.5% from $37B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new D positions and 131 closed out — a net gain of 41 holders — while 489 added to existing stakes and 510 trimmed.

The largest buyer was BlackRock, adding an estimated $172M. The largest seller was T. Rowe Price Associates, cutting an estimated $260M.

  • 1,371 institutional investors held Dominion Energy (D) as of Q4 2024, up from 1,349 in Q3 2024.
  • Funds reported $35.4B of Dominion Energy stock for Q4 2024, down 4.5% quarter-over-quarter.
  • 172 funds opened new Dominion Energy positions in Q4 2024 and 131 closed out, a net change of +41 holders.
  • The largest Dominion Energy buyer in Q4 2024 was BlackRock, an estimated $172M added.
  • The largest Dominion Energy seller in Q4 2024 was T. Rowe Price Associates, an estimated $260M sold.

Based on aggregated 13F filings for Q4 2024.