We are live on ! Find out more
D icon

Dominion Energy

1,349 hedge funds and large institutions have $37B invested in Dominion Energy in 2024 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 502 increasing their positions, 488 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $373M | Put options by funds: $168M

114% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 77

19% more capital invested

Capital invested by funds: $31.1B → $37B (+$5.92B)

6% more funds holding

Funds holding: 1,2731,349 (+76)

3% more repeat investments, than reductions

Existing positions increased: 502 | Existing positions reduced: 488

0.86% more ownership

Funds ownership: 75.69%76.55% (+0.86%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
1,349
Holders Change
+76
Holders Change %
+5.97%
% of All Funds
19.37%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
165
Increased
502
Reduced
488
Closed
77
Calls
$373M
Puts
$168M
Net Calls
+$205M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
201
Focus Partners Wealth
Massachusetts
$7.33M +$4.97M +90,975 +253%
MAM
202
Madison Asset Management
Wisconsin
$7.19M -$1.63M -29,799 -19%
PAM
203
Panagora Asset Management
Massachusetts
$7.06M +$2.3M +42,124 +53%
KAS
204
Kestra Advisory Services
Texas
$6.92M -$694K -12,708 -10%
YCM
205
Yousif Capital Management
Michigan
$6.87M -$88.9K -1,627 -1%
1IA
206
1834 Investment Advisors
Wisconsin
$6.83M +$151K +2,772 +2%
QCM
207
Quantinno Capital Management
New York
$6.82M +$1.02M +18,636 +19%
Public Employees Retirement Association of Colorado
208
Public Employees Retirement Association of Colorado
Colorado
$6.76M +$2.13K +39 +0%
X
209
Xponance
Pennsylvania
$6.72M +$117K +2,136 +2%
WB
210
WesBanco Bank
West Virginia
$6.64M -$122K -2,236 -2%
Axa
211
Axa
France
$6.62M +$1.19M +21,798 +23%
CWM
212
CIBC World Markets
New York
$6.58M +$318K +5,818 +5%
EHC
213
Everett Harris & Co
California
$6.54M +$1.38M +25,280 +29%
GT
214
Glenmede Trust
Pennsylvania
$6.52M +$32.5K +594 +0.5%
ProShare Advisors
215
ProShare Advisors
Maryland
$6.44M -$558K -10,218 -8%
PAG
216
Private Advisor Group
New Jersey
$6.43M +$406K +7,424 +7%
NYLIM
217
New York Life Investment Management
New York
$6.43M -$197K -3,597 -3%
CIC
218
Canal Insurance Company
South Carolina
$6.36M
GFG
219
Greystone Financial Group
Michigan
$6.3M +$5.96M +109,013 New
Wealth Enhancement Advisory Services
220
Wealth Enhancement Advisory Services
Minnesota
$6.25M -$302K -5,527 -5%
Janus Henderson Group
221
Janus Henderson Group
United Kingdom
$5.97M
MOACM
222
Mutual of America Capital Management
New York
$5.97M -$132K -2,413 -2%
VPIM
223
Vanguard Personalized Indexing Management
California
$5.97M +$587K +10,751 +12%
Bank of Nova Scotia
224
Bank of Nova Scotia
Ontario, Canada
$5.94M -$9.75M -178,384 -63%
Daiwa Securities Group
225
Daiwa Securities Group
Japan
$5.92M +$606K +11,093 +12%

D Hedge Fund Activity: Q3 2024 in Review

1,349 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2024, worth a combined $37B — up 19% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new D positions and 77 closed out — a net gain of 88 holders — while 502 added to existing stakes and 488 trimmed.

The largest buyer was BlackRock, adding an estimated $284M. The largest seller was Federated Hermes, cutting an estimated $188M.

  • 1,349 institutional investors held Dominion Energy (D) as of Q3 2024, up from 1,273 in Q2 2024.
  • Funds reported $37B of Dominion Energy stock for Q3 2024, up 19% quarter-over-quarter.
  • 165 funds opened new Dominion Energy positions in Q3 2024 and 77 closed out, a net change of +88 holders.
  • The largest Dominion Energy buyer in Q3 2024 was BlackRock, an estimated $284M added.
  • The largest Dominion Energy seller in Q3 2024 was Federated Hermes, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2024.