Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dominion Energy Inc (D)

1K + Investors. Track Smart Money conviction in D. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +43
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — D

Based on 1482 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added D than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,482 hedge funds hold D right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+87 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

796 buying604 selling
Last quarter: 796 funds bought or added vs 604 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~172 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 115 → 171 → 177 → 172. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 16% medium ■ 15% new
1,024 out of 1,482 hedge funds have held D for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

167 → 115 → 171 → 177 → 172 new funds/Q
New funds entering each quarter: 115 → 171 → 177 → 172. A growing number of institutions are discovering D each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 72% veterans vs 18% newcomers

■ 72% veterans ■ 10% 1-2yr ■ 18% new
Entry-cohort mix of 1,528 holders: 1,093 (72%) are 2+ year veterans, 159 entered 1–2 years ago, and 276 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
66 of 1469 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in D. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — D

In 2026 Q1, 796 hedge funds were net buyers of D (172 opened a new position, 624 added to an existing one), while 604 reduced or exited (475 trimmed, 129 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 55% of total institutional value in D is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +43 funds (more new holders than closures). Total institutional holders: 1482.

Hedge Fund Ownership: D

How many hedge funds hold D — quarterly history vs. share price
Quarterly hedge fund ownership of D vs. share price

Market Analysis: D

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: D

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Dominion Energy Inc (D) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much D has moved relative to its sector benchmark (XLU) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
D
+11.0%
XLU
-1.9%

D outperformed XLU by +12.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
D
+12.2%
XLU
+2.6%

Since the filing became public, D outperformed XLU by +9.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

75 top-rated funds 6 high-conviction
Consensus
8.2
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: D
1K + Investors

Track Smart Money conviction in D. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1465 1439 1.81%
13F Shares 677M 732M -7.5%
Total Value $41.01B $42.66B -3.86%
New Positions 165 177 -12
Increased Positions 610 531 +79
Closed Positions 139 131 +8
Reduced Positions 457 513 -56
Total Calls 32 29 10.34%
Total Puts 27 28 -3.57%
PUT/CALL Ratio 0.84 0.97 Neutral

Statistics: D

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in D. Verified SEC 13F-HR filings.

QUARTER:
Top 25 D holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Graham Capital Wealth Management, LLC 2.69% 48,963 $3.0M
2 London Co of Virginia 2.64% 6,943,525 $429.2M
3 Mfg Wealth Management, INC. 2.47% 48,202 $3.0M
4 Strategic Planning, Inc. 2.42% 77,972 $4.8M
5 Carson Advisory Inc. 2.41% 75,176 $4.6M
6 Robinson Value Management, Ltd. 2.35% 68,208 $4.2M
7 Kassira Wealth Management LLC 2.28% 40,191 $2.5M
8 Magellan Asset Management Ltd 2.23% 2,777,633 $171.7M
9 Hotchkis & Wiley Capital Management LLC 2.16% 11,349,393 $701.6M
10 Godsey & Gibb, Inc 2.11% 391,933 $24.2M
11 Robbins Farley 2.08% 75,989 $4.7M
12 ANTIPODES PARTNERS Ltd 1.91% 1,606,387 $99.3M
13 Virginia Wealth Management Group, INC. 1.87% 56,596 $3.5M
14 Wills Financial Group LLC 1.74% 73,521 $4.6M
15 TrueMark Investments, LLC 1.70% 141,130 $8.7M
16 John G Ullman & Associates Inc 1.63% 198,571 $12.3M
17 Gilman Hill Asset Management, LLC 1.56% 167,093 $10.3M
18 Opal Capital LLC 1.54% 140,937 $8.7M
19 Schnieders Capital Management, LLC. 1.40% 142,127 $8.8M
20 Greenland Capital Management LP 1.39% 176,571 $10.9M
21 Munich Reinsurance Co Stock Corp in Munich 1.30% 856,365 $52.9M
22 Oak Grove Capital LLC 1.27% 242,200 $15.0M
23 Point Windward Advisors Inc. 1.24% 40,121 $2.5M
24 Energy Income Partners, LLC 1.20% 1,203,357 $74.4M
25 Advocate Group LLC 1.20% 123,613 $7.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Dominion Energy Inc (D)

What does the Smart Money Trend signal show for D?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added D than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for D?

Slight buying edge — 57% buying: Last quarter: 796 funds bought or added vs 604 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for D holders?

Elite ownership — 55% AUM from top-100 funds: 66 of 1469 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in D. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held D?

69% of holders stayed for 2+ years: 1,024 out of 1,482 hedge funds have held D for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Dominion Energy Inc (D) following the 2026 Q1 hedge fund 13F filings?

As of today, D has moved +12.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.6% for the XLU sector ETF — an outperformance of +9.6%. Since the quarter end (March 31, 2026), D has gained +11.0% vs -1.9% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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