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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
FFA
1401
First Foundation Advisors
California
-$111K -2,258 Closed
EC
1402
EdgeRock Capital
Colorado
-$87.2K -1,779 Closed
UWS
1403
Unique Wealth Strategies
Illinois
-$80.1K -1,629 Closed
CC
1404
Cultivar Capital
Texas
-$78.5K -1,603 Closed
CB
1405
Chris Bulman
California
-$77.4K -1,581 Closed
FF
1406
Friedenthal Financial
New Jersey
-$49.3K -1,006 Closed
LIA
1407
Lynx Investment Advisory
District of Columbia
-$37.2K -760 Closed
RWMG
1408
Redwood Wealth Management Group
New Jersey
-$35.9K -733 Closed
OWA
1409
Opal Wealth Advisors
New York
-$35.4K -723 Closed
TWP
1410
Triad Wealth Partners
Kansas
-$32.5K -664 Closed
TFF
1411
The Family Firm
Maryland
-$27.3K -557 Closed
OCM
1412
Orion Capital Management
California
-$24.5K -500 Closed
TSWM
1413
Tyler-Stone Wealth Management
Ohio
-$18.8K -383 Closed
FMB
1414
Field & Main Bank
Kentucky
-$14.2K -290 Closed
KFS
1415
Kelly Financial Services
Massachusetts
-$11.6K -236 Closed
SWS
1416
SYSTM Wealth Solutions
Illinois
-$9.41K -192 Closed
NOI
1417
Newton One Investments
Delaware
-$6.92K -141 Closed
WIA
1418
Wetzel Investment Advisors
Indiana
-$6.89K -140 Closed
CB
1419
Centennial Bank
Arkansas
-$3.48K -71 Closed
QL
1420
Quarry LP
New York
-$3.19K -65 Closed
W
1421
WealthCollab
Washington
-$2.65K -54 Closed
BHWM
1422
Beaird Harris Wealth Management
Texas
-$2.45K -50 Closed
SA
1423
Scarborough Advisors
Maryland
-$2.45K -50 Closed
PCMC
1424
Planning Capital Management Corporation
Pennsylvania
-$2.16K -44 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1425
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$2.01K -41 Closed

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.