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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
FG
701
Fiduciary Group
Georgia
$450K -$509 -10 -0.1%
MOS
702
MGO One Seven
Ohio
$448K +$4.79K +94 +1%
Man Group
703
Man Group
United Kingdom
$446K +$464K +9,100 New
CIC
704
Carnegie Investment Counsel
Ohio
$444K -$249K -4,880 -35%
SHFA
705
SS&H Financial Advisors
Michigan
$443K -$102K -2,000 -18%
OHWA
706
Oak Hill Wealth Advisors
Virginia
$443K +$460K +9,038 New
OF
707
Outfitter Financial
Maine
$442K -$509 -10 -0.1%
V
708
VeraBank
Texas
$442K -$13.6K -266 -3%
HCP
709
Hexagon Capital Partners
Arkansas
$442K +$30K +589 +7%
OHWP
710
Oak Harbor Wealth Partners
North Carolina
$442K -$25.2K -495 -5%
CA
711
CoreCap Advisors
Michigan
$438K +$67.2K +1,319 +17%
HL
712
HeadInvest LLC
Maine
$435K +$2.04K +40 +0.5%
CI
713
Cigna Investments
Connecticut
$433K -$4.58K -90 -1%
AIP
714
Ameritas Investment Partners
Nebraska
$432K -$24.4K -478 -5%
VA
715
Valmark Advisers
Ohio
$432K -$4.13K -81 -0.9%
PPWP
716
Premier Path Wealth Partners
New Jersey
$431K +$78.5K +1,541 +21%
WG
717
Welch Group
Alabama
$430K
HFS
718
Hantz Financial Services
Michigan
$430K -$5.55K -109 -1%
RP
719
Rowlandmiller & Partners
Georgia
$423K -$4.08K -80 -0.9%
IIA
720
ICW Investment Advisors
Arizona
$423K -$2.75K -54 -0.6%
SC
721
Searle & Co
Connecticut
$422K +$80.2K +1,574 +22%
AFG
722
Atomi Financial Group
New York
$421K +$130K +2,547 +42%
HCP
723
Hardin Capital Partners
South Carolina
$421K +$438K +8,599 New
PJSIMP
724
P.J. Schmidt Investment Management (PJS)
Wisconsin
$420K -$25.1K -492 -5%
SFS
725
Sharp Financial Services
Pennsylvania
$419K +$436K +8,550 New

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.