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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
CIA
876
Compass Ion Advisors
Pennsylvania
$272K
IA
877
IFG Advisory
Georgia
$272K +$282K +5,543 New
WI
878
WrapManager Inc
California
$271K -$110K -2,164 -28%
CDH
879
Charles D. Hyman
$271K
Parallax Volatility Advisers
880
Parallax Volatility Advisers
California
$270K -$28K -549 -9%
PTC
881
Private Trust Company
Ohio
$268K -$15.4K -303 -5%
HAG
882
HF Advisory Group
Maryland
$268K +$1.68K +33 +0.6%
LSAG
883
Lake Street Advisors Group
New Hampshire
$268K -$10.1K -198 -3%
OFP
884
OLIO Financial Planning
Virginia
$267K
MA
885
MKT Advisors
California
$267K +$1.27K +25 +0.5%
CAL
886
Capital Analysts LLC
Pennsylvania
$266K +$50.4K +990 +22%
IA
887
IFP Advisors
Florida
$265K -$60.2K -1,181 -18%
SWA
888
SFMG Wealth Advisors
Texas
$265K
LWA
889
Lantern Wealth Advisors
New York
$265K +$560 +11 +0.2%
MWM
890
Meridian Wealth Management
Kentucky
$264K +$275K +5,389 New
BWM
891
Birchcreek Wealth Management
Ohio
$262K
NJIM
892
Nabity-Jensen Investment Management
Nebraska
$261K
KP
893
Keel Point
Alabama
$261K +$242K +4,741 New
DAC
894
Dividend Assets Capital
South Carolina
$261K
UAG
895
United Advisor Group
Ohio
$260K +$271K +5,311 New
BCM
896
Boltwood Capital Management
California
$260K -$35.9K -705 -12%
FLPIM
897
F.L. Putnam Investment Management
Massachusetts
$260K +$25.6K +503 +10%
SFO
898
Stokes Family Office
Louisiana
$259K +$17.8K +350 +7%
SFI
899
Siemens Fonds Invest
Germany
$259K -$180K -3,527 -40%
FIA
900
FNY Investment Advisers
New York
$259K +$270K +5,300 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.