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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
RA
1451
RFG Advisory
Alabama
-$212K -3,668 Closed
SIA
1452
Schechter Investment Advisors
Michigan
-$211K -3,660 Closed
MA
1453
MBA Advisors
Pennsylvania
-$211K -3,644 Closed
HCMG
1454
Howard Capital Management Group
California
-$210K -3,635 Closed
HAIM
1455
Hunter Associates Investment Management
Pennsylvania
-$209K -3,627 Closed
SOW
1456
State of Wyoming
Wyoming
-$206K -3,560 Closed
CPIA
1457
Cornell Pochily Investment Advisors
New York
-$205K -3,551 Closed
BCM
1458
Birmingham Capital Management
Alabama
-$205K -3,545 Closed
EW
1459
Evoke Wealth
California
-$204K -3,535 Closed
LF
1460
LifePlan Financial
Minnesota
-$204K -3,533 Closed
WFI
1461
West Family Investments
California
-$204K -3,528 Closed
IIM
1462
Ipswich Investment Management
Massachusetts
-$204K -3,524 Closed
VWA
1463
Visionary Wealth Advisors
Illinois
-$203K -3,515 Closed
SFP
1464
Sandbox Financial Partners
Maryland
-$202K -3,501 Closed
OFG
1465
Oxford Financial Group
Indiana
-$202K -3,495 Closed
KC
1466
Kepos Capital
New York
-$202K -3,493 Closed
AMIM
1467
Aull & Monroe Investment Management
Alabama
-$200K -3,468 Closed
CFM
1468
Catalyst Funds Management
Australia
-$156K -2,700 Closed
DWS
1469
Dynamic Wealth Strategies
California
-$152K -2,630 Closed
AA
1470
Alta Advisers
United Kingdom
-$133K -2,300 Closed
JPWM
1471
Jamison Private Wealth Management
Georgia
-$132K -2,287 Closed
MIM
1472
Macroview Investment Management
Maryland
-$119K -2,051 Closed
HGA
1473
Hobbs Group Advisors
South Carolina
-$118K -2,049 Closed
CPA
1474
Capital Performance Advisors
California
-$87.8K -1,519 Closed
ATS
1475
Ashton Thomas Securities
New York
-$66.8K -1,155 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.