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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
ABLA
726
Alan B. Lancz & Associates
Ohio
$419K +$435K +8,542 New
ACM
727
AlphaStar Capital Management
North Carolina
$418K +$428K +8,393 New
EWA
728
EP Wealth Advisors
California
$418K +$46.6K +914 +12%
RAM
729
Readystate Asset Management
Illinois
$415K +$432K +8,477 New
PCM
730
Pointe Capital Management
Michigan
$414K -$11K -216 -2%
LIM
731
Leavell Investment Management
Alabama
$413K +$43.1K +845 +11%
WAP
732
Wealthcare Advisory Partners
Pennsylvania
$412K -$310K -6,079 -42%
GT
733
Glenview Trust
Kentucky
$409K
FCA
734
FinTrust Capital Advisors
South Carolina
$408K -$17.3K -340 -4%
1IA
735
1620 Investment Advisors
Massachusetts
$407K +$423K +8,307 New
FMWA
736
Forvis Mazars Wealth Advisors
Missouri
$404K +$26.1K +512 +7%
CCM
737
Cullen Capital Management
New York
$403K +$7.69K +151 +2%
FUBT
738
First United Bank & Trust
Maryland
$402K -$18.5K -363 -4%
CRI
739
Commonwealth Retirement Investments
Virginia
$400K -$64.1K -1,259 -13%
SWM
740
SeaCrest Wealth Management
New York
$395K -$13.3K -262 -3%
GFA
741
Gallagher Fiduciary Advisors
Illinois
$392K -$1.1M -21,628 -73%
QCG
742
Quadrant Capital Group
Ohio
$392K +$23.1K +454 +6%
MW
743
Marcum Wealth
Ohio
$391K -$14.7K -288 -3%
WANY
744
Wealthspire Advisors (New York)
New York
$390K +$25.3K +497 +7%
MCM
745
Mainstay Capital Management
Michigan
$390K
DBRC
746
D.B. Root & Company
Pennsylvania
$389K -$316K -6,198 -44%
1SB
747
1ST Source Bank
Indiana
$389K -$29.4K -577 -7%
AC
748
Apella Capital
Connecticut
$385K +$396K +7,782 New
WT
749
Whittier Trust
California
$385K
CA
750
Commerzbank Aktiengesellschaft
Germany
$384K +$11.3K +222 +3%

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.