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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
CTA
551
Chesley Taft & Associates
Illinois
$763K +$17.8K +350 +2%
AA
552
Ancora Advisors
Ohio
$757K -$25.5K -500 -3%
FCM
553
Fourpath Capital Management
Oklahoma
$757K -$122K -2,392 -13%
VFP
554
Verus Financial Partners
Virginia
$756K -$69.6K -1,366 -8%
SAMC
555
Spectrum Asset Management (California)
California
$755K
HAS
556
HBW Advisory Services
California
$755K +$155K +3,052 +25%
JGUA
557
John G. Ullman & Associates
New York
$749K -$1.12K -22 -0.1%
TAM
558
Tocqueville Asset Management
New York
$747K -$382K -7,500 -33%
Members Trust
559
Members Trust
Florida
$741K +$509K +10,000 +195%
JWCA
560
J.W. Cole Advisors
Florida
$740K +$34K +668 +5%
SOAMC
561
Spirit of America Management Corp
New York
$740K
MLA
562
My Legacy Advisors
Oregon
$738K +$14.1K +277 +2%
WCM
563
Whitener Capital Management
North Carolina
$733K -$8.97K -176 -1%
EM
564
Excalibur Management
Massachusetts
$732K +$23.3K +458 +3%
MAS
565
Meeder Advisory Services
Ohio
$727K +$252K +4,938 +50%
BF
566
BOK Financial
Oklahoma
$727K -$304K -5,973 -29%
VIM
567
Vista Investment Management
Pennsylvania
$725K
AFAS
568
Acorn Financial Advisory Services
Virginia
$720K +$3.26K +64 +0.4%
FFA
569
Founders Financial Alliance
North Carolina
$717K +$3.11K +61 +0.4%
ADL
570
Asset Dedication LLC
California
$714K -$24K -472 -3%
MFP
571
Meridian Financial Partners
Virginia
$713K -$5.25K -103 -0.7%
SWM
572
Spire Wealth Management
Virginia
$710K -$325K -6,385 -31%
MIM
573
Marco Investment Management
Georgia
$705K
WA
574
Waverly Advisors
Alabama
$704K +$446K +8,750 +156%
SIG
575
Stonegate Investment Group
Alabama
$703K +$65.6K +1,288 +10%

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.