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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.35B +$569M +12,178,713 +16%
BlackRock
2
BlackRock
New York
$2.96B +$55.4M +1,185,204 +2%
State Street
3
State Street
Massachusetts
$2.18B -$165M -3,522,426 -7%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.43B +$94M +2,011,614 +7%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.2B +$131M +2,801,687 +13%
Dodge & Cox
6
Dodge & Cox
California
$1.12B +$3.05M +65,315 +0.3%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.09B +$370M +7,917,569 +55%
Capital Research Global Investors
8
Capital Research Global Investors
California
$1.06B +$169M +3,613,614 +20%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$879M -$28.8M -617,288 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$841M +$62.3M +1,333,821 +8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$691M -$32.3M -691,701 -5%
Bank of America
12
Bank of America
North Carolina
$570M +$83.5M +1,786,888 +18%
Canada Pension Plan Investment Board
13
Canada Pension Plan Investment Board
Ontario, Canada
$564M -$297K -6,366 -0.1%
Invesco
14
Invesco
Georgia
$529M -$58.6M -1,255,294 -10%
Franklin Resources
15
Franklin Resources
California
$420M -$75.7M -1,621,387 -16%
Northern Trust
16
Northern Trust
Illinois
$405M -$14.1M -302,694 -4%
Legal & General Group
17
Legal & General Group
United Kingdom
$399M -$45.5K -974 -0%
Norges Bank
18
Norges Bank
Norway
$398M +$50.5M +1,081,009 +15%
Morgan Stanley
19
Morgan Stanley
New York
$385M -$340M -7,287,174 -48%
Federated Hermes
20
Federated Hermes
Pennsylvania
$384M +$8.79M +188,259 +2%
N
21
Nuveen
North Carolina
$351M -$43M -920,274 -11%
Diamond Hill Capital Management
22
Diamond Hill Capital Management
Ohio
$283M +$85.3M +1,825,424 +46%
Goldman Sachs
23
Goldman Sachs
New York
$273M +$34M +728,799 +15%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$272M -$226M -4,829,632 -47%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$264M -$117M -2,494,782 -32%

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.