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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
LW
601
Linscomb Wealth
Texas
$640K -$60.3K -1,184 -8%
PBK
602
Peoples Bank (Kansas)
Kansas
$639K
BFS
603
Bard Financial Services
Connecticut
$637K
VA
604
Vident Advisory
Georgia
$637K +$166K +3,256 +33%
HI
605
Harbour Investments
Wisconsin
$636K -$21.3K -418 -3%
CCG
606
Cypress Capital Group
Florida
$634K -$51.7K -1,015 -7%
TC
607
TownSquare Capital
Utah
$626K +$22.7K +446 +4%
HAG
608
HighPoint Advisor Group
Illinois
$626K -$13.8K -270 -2%
KWA
609
Kingswood Wealth Advisors
California
$626K +$124K +2,433 +24%
DCM
610
Donaldson Capital Management
Indiana
$624K -$3.62K -71 -0.6%
BP
611
Ballentine Partners
Massachusetts
$621K +$32.4K +636 +5%
WS
612
Wedbush Securities
California
$615K +$195K +3,837 +44%
BSW
613
Buckingham Strategic Wealth
Missouri
$613K +$2.5K +49 +0.4%
CWM
614
Campbell Wealth Management
Virginia
$612K -$30.9K -607 -5%
JWM
615
Jeppson Wealth Management
California
$611K +$52.4K +1,028 +9%
HH
616
Hilltop Holdings
Texas
$611K +$9.12K +179 +1%
EFMC
617
Empire Financial Management Company
New York
$610K +$635K +12,454 New
HIC
618
Holderness Investments Company
North Carolina
$606K -$27.7K -544 -4%
ISL
619
Ingalls & Snyder LLC
New York
$605K -$45.7K -897 -7%
KFGK
620
Keystone Financial Group (Kentucky)
Kentucky
$601K +$4.33K +85 +0.7%
NRD
621
Nebula Research & Development
New York
$600K +$624K +12,238 New
DWP
622
Daymark Wealth Partners
Ohio
$595K +$79.6K +1,562 +15%
CCM
623
Canal Capital Management
Virginia
$593K +$126K +2,467 +26%
Robeco Institutional Asset Management
624
Robeco Institutional Asset Management
Netherlands
$592K
DWT
625
Dorsey & Whitney Trust
South Dakota
$588K -$48.7K -955 -7%

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.