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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
BJL
801
Brighton Jones LLC
Washington
$336K +$13.2K +259 +4%
IPWA
802
International Private Wealth Advisors
California
$332K +$4.58K +90 +1%
TPI
803
Trust Point Inc
Wisconsin
$332K -$48K -943 -12%
RIG
804
RiverFront Investment Group
Virginia
$330K +$101K +1,979 +42%
CB
805
CNB Bank
Pennsylvania
$329K -$454K -8,905 -57%
CT
806
Colonial Trust
South Carolina
$328K -$7.69K -151 -2%
AT
807
Arden Trust
Delaware
$327K +$340K +6,681 New
SEIA
808
Signature Estate & Investment Advisors
California
$327K -$6.32K -124 -2%
BFC
809
Blue Fin Capital
Rhode Island
$327K
CSC
810
Caldwell Sutter Capital
California
$326K +$3.36K +66 +1%
JFL
811
Jarislowsky, Fraser Ltd
Quebec, Canada
$326K -$709K -13,917 -68%
MA
812
Montag & Associates
Georgia
$324K
DFG
813
Delta Financial Group
New Jersey
$322K -$28.6K -562 -8%
SW
814
SVB Wealth
Massachusetts
$321K -$93.6K -1,838 -22%
AFT
815
Alpha Family Trust
California
$320K
SC
816
Syon Capital
California
$319K -$3.41K -67 -1%
ACM
817
Adalta Capital Management
New York
$319K
FAIM
818
Financial Advocates Investment Management
Washington
$318K -$198K -3,887 -37%
DI
819
Diligent Investors
California
$316K +$10.2K +200 +3%
FEM
820
Fulcrum Equity Management
Texas
$315K +$4.33K +85 +1%
MIS
821
Morningstar Investment Services
Illinois
$315K +$16.7K +327 +5%
DAS
822
Dynamic Advisor Solutions
Arizona
$315K +$25K +491 +8%
HI
823
Hudock Inc
Pennsylvania
$315K +$15.8K +311 +5%
APG
824
Abacus Planning Group
South Carolina
$314K +$83.2K +1,633 +34%
STA
825
Summit Trail Advisors
New York
$314K +$71.9K +1,412 +28%

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.