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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
AWM
651
Adams Wealth Management
Utah
$536K -$193K -3,785 -26%
CI
652
CacheTech Inc
Utah
$536K +$557K +10,938 New
PWMAG
653
Pinnacle Wealth Management Advisory Group
New Jersey
$535K +$9.94K +195 +2%
GC
654
Grimes & Company
Massachusetts
$531K -$1.07K -21 -0.2%
MA
655
MONECO Advisors
Connecticut
$531K +$50.7K +996 +10%
FDCDDQ
656
Federation des caisses Desjardins du Quebec
Quebec, Canada
$527K +$538K +10,561 +5,281%
PWP
657
Precedent Wealth Partners
Texas
$526K +$150K +2,950 +38%
SHA
658
Seneca House Advisors
Virginia
$525K -$32.9K -646 -6%
PFA
659
Pathway Financial Advisers
Indiana
$521K -$31K -608 -5%
KFI
660
Key Financial Inc
Pennsylvania
$518K
DTL
661
Dynamic Technology Lab
Singapore
$516K +$536K +10,530 New
APM
662
Advanced Portfolio Management
New York
$515K
LIM
663
Longfellow Investment Management
Massachusetts
$508K +$3.67K +72 +0.7%
MWM
664
Modera Wealth Management
New Jersey
$508K -$3.36K -66 -0.6%
HSA
665
HBK Sorce Advisory
Pennsylvania
$503K +$14.1K +276 +3%
DJSG
666
D.J. St. Germain
Massachusetts
$502K +$168K +3,294 +47%
BONH
667
Bank of New Hampshire
New Hampshire
$501K -$276K -5,423 -35%
NC
668
NovaPoint Capital
Georgia
$501K +$521K +10,218 New
PPW
669
Parcion Private Wealth
Washington
$498K -$26.9K -528 -5%
HPC
670
HM Payson & Co
Maine
$498K +$18.6K +366 +4%
FIA
671
Foundations Investment Advisors
Arizona
$497K +$52.2K +1,024 +11%
CP
672
Camelot Portfolios
Ohio
$496K +$515K +10,115 New
FCP
673
Fidelis Capital Partners
Florida
$495K -$45.8K -899 -9%
SFI
674
SPC Financial Inc
Maryland
$495K -$10.2K -200 -2%
NP
675
NorthRock Partners
Minnesota
$486K +$6.47K +127 +1%

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.