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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
KP
1426
Keel Point
Alabama
-$263K -4,559 Closed
ST
1427
Sageworth Trust
Pennsylvania
-$260K -4,500 Closed
FAIM
1428
Financial Advocates Investment Management
Washington
-$249K -4,316 Closed
TWC
1429
TD Waterhouse Canada
Ontario, Canada
-$251K -4,315 Closed
VI
1430
Versor Investments
New York
-$248K -4,300 Closed
AIM
1431
Athena Investment Management
California
-$248K -4,288 Closed
RWA
1432
River Wealth Advisors
Pennsylvania
-$247K -4,268 Closed
SPWM
1433
Schrum Private Wealth Management
Florida
-$245K -4,246 Closed
MIM
1434
MTM Investment Management
South Carolina
-$245K -4,200 Closed
EIP
1435
Epoch Investment Partners
New York
-$238K -4,125 Closed
NFG
1436
Nadler Financial Group
Illinois
-$235K -4,067 Closed
GIA
1437
Gateway Investment Advisers
Ohio
-$234K -4,045 Closed
HTIM
1438
Harbour Trust & Investment Management
Indiana
-$224K -3,874 Closed
NPPM
1439
North Point Portfolio Managers
Ohio
-$222K -3,850 Closed
TWM
1440
Trueblood Wealth Management
Ohio
-$222K -3,840 Closed
NC
1441
nVerses Capital
Florida
-$220K -3,800 Closed
IFG
1442
Independent Financial Group
California
-$220K -3,799 Closed
ET
1443
Equitable Trust
Tennessee
-$216K -3,740 Closed
PMG
1444
Private Management Group
California
-$216K -3,731 Closed
WCA
1445
Westover Capital Advisors
Delaware
-$214K -3,700 Closed
WFS
1446
Widmann Financial Services
Maryland
-$213K -3,691 Closed
BIM
1447
Bridges Investment Management
Nebraska
-$213K -3,690 Closed
AHL
1448
Abel Hall LLC
Louisiana
-$213K -3,685 Closed
FCBT
1449
First Citizens Bank & Trust
North Carolina
-$212K -3,676 Closed
JSW
1450
Journey Strategic Wealth
New Jersey
-$212K -3,675 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.