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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
WTFG
1351
Wood Tarver Financial Group
Idaho
$2K +$2.28K +40 New
GTAM
1352
Global Trust Asset Management
Florida
$1.83K -$89K -1,560 -98%
T
1353
Tidemark
California
$1.78K
MAS
1354
MPWM Advisory Solutions
Georgia
$1.56K +$1.65K +29 New
NC
1355
NewSquare Capital
Pennsylvania
$1.56K +$1.65K +29 New
GK
1356
Graney & King
New York
$1.19K +$1.25K +22 New
NL
1357
NVWM LLC
Pennsylvania
$1.13K
TFA
1358
Transamerica Financial Advisors
Florida
$1K
PWA
1359
Principia Wealth Advisory
Texas
$969 +$1.03K +18 New
WA
1360
WPG Advisers
Maryland
$754 +$799 +14 New
TFM
1361
TFC Financial Management
Massachusetts
$701 -$1.25K -22 -63%
FGA
1362
Fortis Group Advisors
New Jersey
$700
CAM
1363
Chesapeake Asset Management
New York
$538 +$285 +5 +100%
PWM
1364
Parkworth Wealth Management
California
$485 +$513 +9 New
WA
1365
Whipplewood Advisors
Colorado
$485 +$513 +9 New
AWM
1366
Activest Wealth Management
Florida
$431 +$456 +8 New
CAWM
1367
Capital A Wealth Management
Pennsylvania
$431 +$456 +8 New
WBC
1368
West Branch Capital
Massachusetts
$324
HNW
1369
High Note Wealth
Minnesota
$162 +$171 +3 New
NS
1370
NBC Securities
Alabama
$87 -$179K -3,133 -100%
PFG
1371
Putney Financial Group
California
$36 +$57 +1 New
RFG
1372
REAP Financial Group
Texas
$27 +$57 +1 New
FLP
1373
Financial Life Planners
Arizona
$11
TCA
1374
Tortoise Capital Advisors
Kansas
-$26.3M -454,387 Closed
Adage Capital Partners
1375
Adage Capital Partners
Massachusetts
-$15.4M -265,811 Closed

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.