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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
MCM
751
Manchester Capital Management
Vermont
$383K +$31.6K +620 +9%
KMWM
752
Keudell/Morrison Wealth Management
Oregon
$382K -$52.5K -1,031 -12%
CBT
753
Central Bank & Trust
Kentucky
$380K -$60.5K -1,187 -13%
ILI
754
Invesco LLC (Illinois)
Illinois
$380K
SC
755
Saturna Capital
Washington
$380K +$50.9K +1,000 +15%
QWP
756
Quotient Wealth Partners
Texas
$379K +$45.5K +893 +13%
RW
757
RVW Wealth
California
$379K
LWAM
758
Legacy Wealth Asset Management
Minnesota
$378K +$26.4K +519 +7%
FBT
759
First Bankers Trust
Kentucky
$378K -$3.77K -74 -1%
BHA
760
Beech Hill Advisors
New York
$378K
PA
761
Parallel Advisors
California
$377K +$8.76K +172 +2%
MFG
762
Merit Financial Group
Georgia
$374K -$82K -1,610 -17%
SWM
763
Shelton Wealth Management
Texas
$374K +$389K +7,634 New
JCFM
764
JBR Co Financial Management
Oklahoma
$373K
CCA
765
Cobblestone Capital Advisors
New York
$372K +$1.32K +26 +0.3%
LC
766
Lindbrook Capital
California
$369K -$115K -2,252 -23%
SWMG
767
Sard Wealth Management Group
Georgia
$367K
PSB
768
Passumpsic Savings Bank
Vermont
$365K +$30.5K +598 +9%
SMC
769
Smith, Moore & Co
Missouri
$364K +$153 +3 +0%
CAM
770
Cidel Asset Management
Ontario, Canada
$363K
LKIM
771
Lawson Kroeker Investment Management
Nebraska
$363K -$21.7K -425 -5%
FIM
772
Fruth Investment Management
Texas
$363K -$12.7K -250 -3%
FNWM
773
Financial Network Wealth Management
Utah
$363K +$378K +7,417 New
AAS
774
Ameritas Advisory Services
Nebraska
$363K -$31.8K -624 -8%
CA
775
Cornerstone Advisory
Maryland
$363K -$10.8K -211 -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.