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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
OAM
901
Ostrum Asset Management
France
$258K -$20.9K -410 -7%
ATC
902
Adirondack Trust Company
New York
$257K
CWM
903
Cornerstone Wealth Management
Missouri
$257K +$46.9K +921 +21%
MHS
904
M Holdings Securities
Oregon
$255K +$265K +5,198 New
LSA
905
Lion Street Advisors
Texas
$254K -$764 -15 -0.3%
FZCM
906
Flynn Zito Capital Management
New York
$254K +$2.7K +53 +1%
CAM
907
Campion Asset Management
Virginia
$253K -$10.2K -200 -4%
AC
908
ASB Consultores
Florida
$253K +$28.4K +557 +12%
ClearBridge Investments
909
ClearBridge Investments
New York
$252K +$33.6K +659 +15%
SCM
910
Shelton Capital Management
Colorado
$251K -$102 -2 -0%
CTA
911
Colonial Trust Advisors
South Carolina
$251K -$968 -19 -0.4%
CWS
912
Confluence Wealth Services
Pennsylvania
$251K -$42K -825 -14%
ECM
913
Evergreen Capital Management
Washington
$251K +$17.3K +340 +7%
SIP
914
Stoneridge Investment Partners
Pennsylvania
$250K -$1.74M -34,138 -87%
GCS
915
Gordian Capital (Singapore)
Singapore
$250K +$260K +5,100 New
BFG
916
Berger Financial Group
Minnesota
$249K
QCM
917
QRG Capital Management
Illinois
$248K -$23.4K -459 -8%
IFG
918
Independent Financial Group
California
$248K -$11.1K -218 -4%
FFA
919
Farther Finance Advisors
California
$247K +$33.9K +665 +15%
PVI
920
Pine Valley Investments
New Jersey
$247K -$19.1K -375 -7%
LFA
921
Longview Financial Advisors
Alabama
$245K
ADBIC
922
A.D. Beadell Investment Counsel
Wisconsin
$245K +$255K +5,000 New
CNBTD
923
Citizens National Bank Trust Department
Mississippi
$244K -$66.2K -1,300 -21%
NFA
924
Northwest Financial Advisors
Virginia
$242K -$34.2K -671 -12%
ICP
925
Interchange Capital Partners
Pennsylvania
$242K +$252K +4,938 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.