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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
FCAS
951
First Command Advisory Services
Texas
$222K -$57.2K -1,122 -20%
SMA
952
Sage Mountain Advisors
Georgia
$222K +$231K +4,525 New
CWM
953
Congress Wealth Management
Massachusetts
$221K -$9.38K -184 -4%
S
954
Sunpointe
Missouri
$220K -$75K -1,472 -25%
JIP
955
Jaffetilchin Investment Partners
Florida
$218K +$15.5K +305 +7%
EIP
956
Epoch Investment Partners
New York
$218K
AP
957
Aspect Partners
Virginia
$217K +$154K +3,019 +213%
AIM
958
Athena Investment Management
California
$217K -$2.5K -49 -1%
Luther King Capital Management (LKCM)
959
Luther King Capital Management (LKCM)
Texas
$217K +$225K +4,420 New
MG
960
Mather Group
Illinois
$216K +$22.6K +443 +11%
RIA
961
Regal Investment Advisors
Michigan
$216K +$1.07K +21 +0.5%
NAMNJ
962
NorthStar Asset Management (New Jersey)
New Jersey
$216K +$225K +4,410 New
KC
963
Kepos Capital
New York
$216K -$63.7K -1,251 -22%
EP
964
Edgestream Partners
New Jersey
$214K +$223K +4,374 New
CWA
965
CJM Wealth Advisers
Virginia
$213K -$15.1K -296 -6%
PIA
966
Pinion Investment Advisors
Kansas
$212K -$9.27K -182 -4%
PCG
967
Prosperity Consulting Group
Maryland
$212K -$21.9K -429 -9%
P8IP
968
Pier 88 Investment Partners
California
$211K
NDSI
969
Newman Dignan & Sheerar Inc
Rhode Island
$211K
CD
970
Chapin Davis
Maryland
$210K +$6.37K +125 +3%
VWA
971
Visionary Wealth Advisors
Illinois
$209K -$29.2K -573 -12%
HAIM
972
Hunter Associates Investment Management
Pennsylvania
$208K -$4.74K -93 -2%
MHC
973
Meyer Handelman Company
New York
$207K -$94.8K -1,860 -31%
ESB
974
Essex Savings Bank
Connecticut
$206K +$214K +4,205 New
HWMO
975
Heritage Wealth Management (Ohio)
Ohio
$206K +$214K +4,195 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.