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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
AF
926
Apexium Financial
Texas
$241K +$251K +4,925 New
FBB
927
Fulton Breakefield Broenniman
Maryland
$241K -$5.91K -116 -2%
CWP
928
Concord Wealth Partners
Virginia
$240K +$4.03K +79 +2%
SP
929
Symmetry Partners
Connecticut
$240K
CWM
930
Chesapeake Wealth Management
Virginia
$239K -$34K -668 -12%
BWL
931
Bogart Wealth LLC
Virginia
$238K -$14.4K -282 -5%
CFS
932
Commonwealth Financial Services
West Virginia
$237K -$9.63K -189 -4%
SVWAG
933
Sound View Wealth Advisors Group
Georgia
$237K -$509 -10 -0.2%
KC
934
Kingfisher Capital
North Carolina
$237K -$26.8K -526 -10%
WAM
935
Walker Asset Management
Missouri
$237K +$3.11K +61 +1%
WAM
936
Wolverine Asset Management
Illinois
$235K
WPW
937
Waldron Private Wealth
Pennsylvania
$233K +$27.4K +537 +13%
IPAM
938
Investment Partners Asset Management
New Jersey
$232K -$5.66K -111 -2%
ST
939
Spinnaker Trust
Maine
$228K
Fisher Asset Management
940
Fisher Asset Management
Washington
$228K +$25.2K +495 +12%
CA
941
Continuum Advisory
Idaho
$227K -$14.2K -278 -6%
LF
942
LifePlan Financial
Minnesota
$227K -$18.2K -358 -7%
VCG
943
Vantage Consulting Group
Virginia
$227K -$16.5K -324 -7%
CPIG
944
Chicago Partners Investment Group
Illinois
$227K -$51K -1,001 -19%
HTIM
945
Harbour Trust & Investment Management
Indiana
$225K -$131K -2,565 -36%
VNIM
946
Vaughan Nelson Investment Management
Texas
$225K
LF
947
Lantz Financial
Illinois
$225K -$62.9K -1,235 -21%
RMC
948
Resources Management Corp
Connecticut
$223K -$16.6K -325 -7%
CI
949
CX Institutional
Indiana
$223K +$13.1K +257 +6%
MF
950
Meridian Financial
Massachusetts
$222K +$6.62K +130 +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.