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Dominion Energy

1,273 hedge funds and large institutions have $31.1B invested in Dominion Energy in 2024 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 435 increasing their positions, 506 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more call options, than puts

Call options by funds: $302M | Put options by funds: $119M

91% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 74

4% more funds holding

Funds holding: 1,2231,273 (+50)

0.11% less ownership

Funds ownership: 75.79%75.69% (-0.11%)

0% less capital invested

Capital invested by funds: $31.2B → $31.1B (-$141M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

14% less repeat investments, than reductions

Existing positions increased: 435 | Existing positions reduced: 506

Holders
1,273
Holders Change
+50
Holders Change %
+4.09%
% of All Funds
18.39%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
141
Increased
435
Reduced
506
Closed
74
Calls
$302M
Puts
$119M
Net Calls
+$183M
Net Calls Change
-$45.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
351
Redwood Investment Management
Arizona
$1.87M -$300K -5,887 -13%
BCM
352
BTC Capital Management
Iowa
$1.86M -$440K -8,636 -19%
SGC
353
Slocum, Gordon & Co
Rhode Island
$1.85M +$509 +10 +0%
CA
354
Cornerstone Advisors
North Carolina
$1.85M -$571K -11,200 -23%
BRWA
355
B. Riley Wealth Advisors
Florida
$1.85M -$582K -11,414 -23%
FB
356
Fulton Bank
Pennsylvania
$1.84M -$4.74K -93 -0.2%
CL
357
Choreo LLC
Illinois
$1.82M +$1.67M +32,710 +634%
FTWA
358
Fifth Third Wealth Advisors
Ohio
$1.8M +$409K +8,036 +28%
BFIM
359
Beese Fulmer Investment Management
Ohio
$1.79M -$11.5K -226 -0.6%
AG
360
Ascent Group
Virginia
$1.78M -$148K -2,904 -7%
NW
361
NewEdge Wealth
Pennsylvania
$1.78M -$28.2K -554 -2%
RIM
362
Rakuten Investment Management
Japan
$1.77M +$671K +13,178 +59%
UCFA
363
United Capital Financial Advisors
Texas
$1.77M -$10.6K -209 -0.6%
Focus Partners Wealth
364
Focus Partners Wealth
Massachusetts
$1.76M +$1.45M +28,381 +377%
TIAA Trust, National Association
365
TIAA Trust, National Association
North Carolina
$1.76M -$114K -2,236 -6%
SDIC
366
South Dakota Investment Council
South Dakota
$1.75M -$2.04K -40 -0.1%
IC
367
IEQ Capital
California
$1.74M +$370K +7,263 +26%
CA
368
Clearstead Advisors
Ohio
$1.74M +$1.53M +29,934 +538%
TI
369
Tidal Investments
Wisconsin
$1.74M -$25K -490 -1%
BFA
370
Bragg Financial Advisors
North Carolina
$1.73M -$2.43M -47,679 -57%
VWMG
371
Virginia Wealth Management Group
Virginia
$1.73M -$21.6K -424 -1%
BFM
372
Boston Financial Management
Massachusetts
$1.72M +$67.5K +1,325 +4%
SWP
373
Stratos Wealth Partners
Ohio
$1.71M -$32.1K -631 -2%
CIA
374
Concurrent Investment Advisors
Florida
$1.7M +$636K +12,475 +56%
CI
375
Conning Inc
Connecticut
$1.69M +$13.1K +258 +0.8%

D Hedge Fund Activity: Q2 2024 in Review

1,273 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2024, worth a combined $31.1B — down 0.45% from $31.2B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new D positions and 74 closed out — a net gain of 67 holders — while 435 added to existing stakes and 506 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $263M. The largest seller was T. Rowe Price Associates, cutting an estimated $261M.

  • 1,273 institutional investors held Dominion Energy (D) as of Q2 2024, up from 1,223 in Q1 2024.
  • Funds reported $31.1B of Dominion Energy stock for Q2 2024, down 0.45% quarter-over-quarter.
  • 141 funds opened new Dominion Energy positions in Q2 2024 and 74 closed out, a net change of +67 holders.
  • The largest Dominion Energy buyer in Q2 2024 was Hotchkis & Wiley Capital Management, an estimated $263M added.
  • The largest Dominion Energy seller in Q2 2024 was T. Rowe Price Associates, an estimated $261M sold.

Based on aggregated 13F filings for Q2 2024.