We are live on ! Find out more
D icon

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
CWA
776
Centennial Wealth Advisory
Michigan
$362K +$10.1K +199 +3%
AMBIA
777
Allen Mooney & Barnes Investment Advisors
Georgia
$359K -$9.17K -180 -2%
DB
778
Danske Bank
Denmark
$358K
MFG
779
MidWestOne Financial Group
Iowa
$357K -$60.1K -1,180 -14%
FFA
780
Fragasso Financial Advisors
Pennsylvania
$356K +$5.81K +114 +2%
IRC
781
Investors Research Corp
Georgia
$355K
MGIA
782
Moneta Group Investment Advisors
Missouri
$354K -$62.4K -1,225 -15%
CAG
783
Crestwood Advisors Group
Massachusetts
$354K -$31K -608 -8%
PWP
784
Private Wealth Partners
California
$353K
WIA
785
World Investment Advisors
California
$352K +$366K +7,185 New
CFP
786
Catalyst Financial Partners
Massachusetts
$352K -$1.02K -20 -0.3%
SSWM
787
Sheets Smith Wealth Management
North Carolina
$350K +$6.01K +118 +2%
LFA
788
Legacy Financial Advisors
Kentucky
$350K +$364K +7,142 New
CAAS
789
Capital Asset Advisory Services
Michigan
$349K -$109K -2,132 -23%
LI
790
LRI Investments
Florida
$349K +$331K +6,501 +1,062%
MC
791
Machina Capital
France
$348K +$362K +7,104 New
BBA
792
BLB&B Advisors
Pennsylvania
$345K -$17.3K -340 -5%
SC
793
Shay Capital
New York
$345K +$359K +7,050 New
CI Investments Inc
794
CI Investments Inc
Ontario, Canada
$345K +$24K +472 +7%
ETC
795
Exchange Traded Concepts
Oklahoma
$343K +$298K +5,850 +508%
BW
796
Bison Wealth
Georgia
$340K
PCM
797
Parsons Capital Management
Rhode Island
$340K
GL
798
Graypoint LLC
New York
$339K -$9.99K -196 -3%
Koshinski Asset Management
799
Koshinski Asset Management
Illinois
$339K +$35.8K +703 +11%
HT
800
Heritage Trust
Oklahoma
$339K +$42.4K +832 +14%

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.