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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
WPWM
1476
Western Pacific Wealth Management
Illinois
-$53.9K -932 Closed
HT
1477
Headlands Technologies
Illinois
-$45.9K -794 Closed
RWM
1478
Reston Wealth Management
Virginia
-$35.9K -622 Closed
APC
1479
Aspire Private Capital
North Carolina
-$33.9K -586 Closed
MRC
1480
Millburn Ridgefield Corp
New York
-$33.6K -581 Closed
DI
1481
DAGCO Inc
Ohio
-$29.1K -503 Closed
SWM
1482
Sanctuary Wealth Management
Idaho
-$27.7K -480 Closed
CCM
1483
Chilton Capital Management
Texas
-$26.8K -464 Closed
PCA
1484
Providence Capital Advisors
North Carolina
-$26.5K -458 Closed
LIS
1485
Legacy Investment Solutions
Idaho
-$18.2K -321 Closed
LWMI
1486
Legacy Wealth Management (Idaho)
Idaho
-$18.2K -321 Closed
BWP
1487
Baldwin Wealth Partners
Massachusetts
-$11.5K -199 Closed
CA
1488
Claris Advisors
Missouri
-$9.76K -169 Closed
GSEP
1489
Golden State Equity Partners
California
-$9.19K -159 Closed
MLA
1490
MB, Levis & Associates
Pennsylvania
-$7.8K -135 Closed
MWA
1491
MFA Wealth Advisors
Pennsylvania
-$6.93K -120 Closed
FAM
1492
Flaharty Asset Management
Florida
-$5.78K -100 Closed
RDFA
1493
Ritter Daniher Financial Advisory
Ohio
-$3.58K -62 Closed
BAM
1494
Bellevue Asset Management
Washington
-$3.42K -59 Closed
CPA
1495
Clear Point Advisors
New York
-$3.41K -59 Closed
RL
1496
Rogco LP
Oklahoma
-$2.66K -46 Closed
JFA
1497
JNBA Financial Advisors
Minnesota
-$2.31K -40 Closed
FNWA
1498
Financial Network Wealth Advisors
Utah
-$2.14K -37 Closed
PP
1499
PrairieView Partners
Minnesota
-$1K -24 Closed
RWA
1500
Redmont Wealth Advisors
Illinois
-$1.27K -22 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.