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Dominion Energy

1,223 hedge funds and large institutions have $31.2B invested in Dominion Energy in 2024 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 476 increasing their positions, 480 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $426M | Put options by funds: $197M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

7% more capital invested

Capital invested by funds: $29.1B → $31.2B (+$2.14B)

1.83% more ownership

Funds ownership: 73.96%75.79% (+1.8%)

3% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 114

1% less repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 480

1% less funds holding

Funds holding: 1,2341,223 (-11)

Holders
1,223
Holders Change
-11
Holders Change %
-0.89%
% of All Funds
17.62%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
117
Increased
476
Reduced
480
Closed
114
Calls
$426M
Puts
$197M
Net Calls
+$229M
Net Calls Change
+$74M
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
126
VOYA Investment Management
Georgia
$14.7M -$1.34M -28,618 -9%
Allspring Global Investments
127
Allspring Global Investments
North Carolina
$14.6M -$1.26M -26,946 -8%
AWM
128
AE Wealth Management
Kansas
$14.2M -$5.57M -119,206 -29%
TD Asset Management
129
TD Asset Management
Ontario, Canada
$14.1M +$150K +3,213 +1%
II
130
IFM Investors
Australia
$13.8M +$175K +3,742 +1%
Toronto Dominion Bank
131
Toronto Dominion Bank
Ontario, Canada
$13.4M -$9.79M -209,475 -44%
Nomura Asset Management
132
Nomura Asset Management
Japan
$12.8M +$469K +10,046 +4%
GAI
133
General American Investors
New York
$12.8M +$12.1M +260,000 New
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$12.8M +$695K +14,880 +6%
Osaic Holdings
135
Osaic Holdings
Arizona
$12.6M -$5.86M -125,344 -33%
National Bank of Canada
136
National Bank of Canada
Quebec, Canada
$12.6M -$9.04M -193,574 -45%
Empower Advisory Group
137
Empower Advisory Group
Colorado
$12.5M +$605K +12,955 +5%
AAM
138
Advisors Asset Management
Colorado
$12.4M +$967K +20,698 +9%
SGM
139
Seven Grand Managers
New York
$12.3M +$11.7M +250,000 New
NEI
140
Northwest & Ethical Investments
Ontario, Canada
$12.1M +$2.1M +44,935 +22%
Millennium Management
141
Millennium Management
New York
$12M -$19.4M -414,637 -63%
SOMRS
142
State of Michigan Retirement System
Michigan
$12M +$9.34K +200 +0.1%
ASRS
143
Arizona State Retirement System
Arizona
$11.8M +$220K +4,711 +2%
Creative Planning
144
Creative Planning
Kansas
$11.5M +$1.73M +37,037 +19%
CFIA
145
Cantor Fitzgerald Investment Advisors
New York
$11.4M -$52.9K -1,132 -0.5%
Cambridge Investment Research Advisors
146
Cambridge Investment Research Advisors
Iowa
$11.4M +$440K +9,428 +4%
Cetera Investment Advisers
147
Cetera Investment Advisers
Illinois
$11.1M +$6.72M +143,821 +178%
KeyBank National Association
148
KeyBank National Association
Ohio
$10.8M -$1.14M -24,507 -10%
AIG
149
American International Group
New York
$10.4M -$28.2K -604 -0.3%
BCM
150
Brookstone Capital Management
Illinois
$10.4M -$2.37M -50,770 -19%

D Hedge Fund Activity: Q1 2024 in Review

1,223 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2024, worth a combined $31.2B — up 7.4% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new D positions and 114 closed out — a net gain of 3 holders — while 476 added to existing stakes and 480 trimmed.

The largest buyer was Vanguard Group, adding an estimated $569M. The largest seller was Morgan Stanley, cutting an estimated $340M.

  • 1,223 institutional investors held Dominion Energy (D) as of Q1 2024, down from 1,234 in Q4 2023.
  • Funds reported $31.2B of Dominion Energy stock for Q1 2024, up 7.4% quarter-over-quarter.
  • 117 funds opened new Dominion Energy positions in Q1 2024 and 114 closed out, a net change of +3 holders.
  • The largest Dominion Energy buyer in Q1 2024 was Vanguard Group, an estimated $569M added.
  • The largest Dominion Energy seller in Q1 2024 was Morgan Stanley, an estimated $340M sold.

Based on aggregated 13F filings for Q1 2024.