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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
Capstone Investment Advisors
451
Capstone Investment Advisors
New York
$1.14M +$502K +9,854 +73%
CNBT
452
Canandaigua National Bank & Trust
New York
$1.14M -$149K -2,920 -11%
SYBT
453
Stock Yards Bank & Trust
Kentucky
$1.14M -$23.1K -454 -2%
PCS
454
Personal CFO Solutions
New Jersey
$1.14M +$8.61K +169 +0.7%
TL
455
Tradewinds LLC
North Carolina
$1.13M +$692K +13,582 +143%
BCV
456
Banque Cantonale Vaudoise
Switzerland
$1.12M +$737K +14,471 +171%
EGM
457
Engineers Gate Manager
New York
$1.1M +$1.14M +22,435 New
BHBT
458
Burke & Herbert Bank & Trust
Virginia
$1.09M +$295K +5,795 +35%
AssetMark Inc
459
AssetMark Inc
California
$1.09M -$46K -903 -4%
SPC
460
Sigma Planning Corp
Michigan
$1.08M -$9.99K -196 -0.9%
LFAS
461
Level Four Advisory Services
Texas
$1.08M +$610K +11,965 +118%
AWM
462
Apollon Wealth Management
South Carolina
$1.08M +$371K +7,286 +49%
MCM
463
MAI Capital Management
Ohio
$1.07M -$15.7K -308 -1%
Point72 Asset Management
464
Point72 Asset Management
Connecticut
$1.06M -$100M -1,971,948 -99%
SAG
465
SageView Advisory Group
California
$1.05M +$48.1K +944 +5%
CHC
466
City Holding Co
West Virginia
$1.05M -$55.2K -1,084 -5%
FMII
467
Farmers & Merchants Investments Inc
Nebraska
$1.04M -$170K -3,337 -14%
RCM
468
Radnor Capital Management
Pennsylvania
$1.03M -$10.2K -200 -0.9%
MSG
469
Main Street Group
Virginia
$1.02M -$225K -4,419 -17%
EWA
470
EverSource Wealth Advisors
Alabama
$1.02M +$457K +8,974 +90%
EWM
471
Elmwood Wealth Management
California
$1M -$46.1K -904 -4%
Jones Financial Companies
472
Jones Financial Companies
Missouri
$1M +$541K +10,618 +108%
CA
473
Cullinan Associates
Kentucky
$999K
BHIA
474
Birch Hill Investment Advisors
Massachusetts
$997K
WA
475
Wealth Alliance
New York
$980K -$147K -2,886 -13%

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.