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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
AAG
676
Armstrong Advisory Group
Massachusetts
$486K -$3.77K -74 -0.7%
PWA
677
Phoenix Wealth Advisors
North Carolina
$485K +$2.6K +51 +0.5%
RG
678
Renaissance Group
Kentucky
$480K +$4.08K +80 +0.8%
ERIM
679
Eagle Ridge Investment Management
Connecticut
$479K -$24.1K -474 -5%
TSWM
680
Triangle Securities Wealth Management
North Carolina
$478K -$22.4K -440 -4%
KA
681
Kovack Advisors
Florida
$477K +$59.9K +1,175 +14%
BAM
682
Belpointe Asset Management
Nevada
$476K +$23.6K +464 +5%
CG
683
Caprock Group
Idaho
$474K +$281K +5,525 +133%
VSQM
684
V-Square Quantitative Management
Illinois
$473K +$28.4K +557 +6%
ACA
685
Aptus Capital Advisors
Alabama
$472K +$81.3K +1,595 +20%
NFG
686
Nations Financial Group
Iowa
$472K +$25.6K +502 +5%
ICA
687
Infrastructure Capital Advisors
New York
$470K -$5.81K -114 -1%
PPC
688
Park Place Capital
Alabama
$469K -$175K -3,436 -26%
EH
689
Equitable Holdings
New York
$469K -$66.4K -1,303 -12%
CCT
690
Chemung Canal Trust
New York
$466K
FNBT
691
FineMark National Bank & Trust
Florida
$463K -$14.1K -276 -3%
SWK
692
Stephen W. Kidder
$463K
TA
693
TFG Advisers
Michigan
$462K +$11.5K +226 +2%
HFRG
694
Houlihan Financial Resource Group
Virginia
$461K +$408 +8 +0.1%
PA
695
Procyon Advisors
Connecticut
$460K -$98.1K -1,925 -17%
WTC
696
WhitTier Trust Company
Nevada
$458K -$102K -2,006 -18%
BC
697
Burney Company
Virginia
$456K
SWM
698
Salvus Wealth Management
New Jersey
$455K -$1.73K -34 -0.4%
MA
699
Mutual Advisors
Nebraska
$451K -$1.4M -27,492 -76%
MBTD
700
Mechanics Bank - Trust Department
California
$451K -$30.6K -600 -6%

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.