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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
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.4M -$745K -13,054 -3%
Allspring Global Investments
127
Allspring Global Investments
North Carolina
$18.9M +$5.68M +99,517 +40%
Truist Financial
128
Truist Financial
North Carolina
$18.9M -$4.2M -73,604 -17%
Pathstone Holdings
129
Pathstone Holdings
New Jersey
$18.1M -$160K -2,804 -0.8%
Asset Management One
130
Asset Management One
Japan
$17.6M +$641K +11,233 +4%
FAF
131
Första AP-fonden
Sweden
$17.6M -$673K -11,800 -3%
YCM
132
Yaupon Capital Management
New York
$16.6M -$5.89M -103,216 -25%
State of New Jersey Common Pension Fund D
133
State of New Jersey Common Pension Fund D
New Jersey
$16.5M
Corient Private Wealth
134
Corient Private Wealth
Florida
$16.4M -$335K -5,877 -2%
AWM
135
AE Wealth Management
Kansas
$16.4M +$1.25M +21,854 +8%
Universal-Beteiligungs- und Servicegesellschaft
136
Universal-Beteiligungs- und Servicegesellschaft
Germany
$16.2M +$17.2M +301,032 New
Toronto Dominion Bank
137
Toronto Dominion Bank
Ontario, Canada
$16.2M -$4.03M -70,650 -19%
Renaissance Technologies
138
Renaissance Technologies
New York
$16.1M +$17.1M +299,283 New
TD Asset Management
139
TD Asset Management
Ontario, Canada
$15.8M -$166K -2,917 -1%
Calamos Advisors
140
Calamos Advisors
Illinois
$15.7M
GAI
141
General American Investors
New York
$15.6M
AQR Capital Management
142
AQR Capital Management
Connecticut
$15.4M -$6.44M -112,826 -28%
Wealthfront Advisers
143
Wealthfront Advisers
California
$15.3M +$7.98M +139,823 +97%
Northwestern Mutual Wealth Management
144
Northwestern Mutual Wealth Management
Wisconsin
$15.2M +$12.2M +214,511 +318%
Cambridge Investment Research Advisors
145
Cambridge Investment Research Advisors
Iowa
$15.1M +$904K +15,852 +6%
SAM
146
Silvercrest Asset Management
New York
$15M +$12.4M +217,648 +355%
Nomura Asset Management
147
Nomura Asset Management
Japan
$14.8M -$74.2K -1,301 -0.5%
RAM
148
Resona Asset Management
Japan
$14.7M -$835K -14,639 -5%
Creative Planning
149
Creative Planning
Kansas
$14.4M +$1.49M +26,102 +11%
State of Tennessee, Department of Treasury
150
State of Tennessee, Department of Treasury
Tennessee
$14.3M -$718K -12,588 -5%

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.