We are live on ! Find out more
D icon

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
MIM
976
MTM Investment Management
South Carolina
$206K
AWAP
977
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$206K
MCM
978
MidAtlantic Capital Management
Virginia
$206K -$23.6K -464 -10%
GJIA
979
Glass Jacobson Investment Advisors
Maryland
$205K -$11.5K -225 -5%
IFWM
980
Institute for Wealth Management
Colorado
$205K -$23.2K -456 -10%
PWA
981
Provenance Wealth Advisors
Florida
$205K
GIA
982
Gateway Investment Advisers
Ohio
$204K -$64.8K -1,272 -23%
NPFS
983
Novak & Powell Financial Services
Florida
$204K +$1.83K +36 +0.9%
DJYG
984
David J. Yvars Group
Florida
$203K +$211K +4,141 New
AWA
985
Arkadios Wealth Advisors
Georgia
$203K +$211K +4,141 New
WQ
986
Wealth Quarterback
New Jersey
$202K -$13.2K -259 -6%
SIC
987
Sterling Investment Counsel
New York
$201K -$56.4K -1,107 -21%
CWM
988
Cahaba Wealth Management
Georgia
$200K +$208K +4,086 New
RFA
989
Register Financial Advisors
Georgia
$198K -$19.7K -387 -9%
MPWT
990
MassMutual Private Wealth & Trust
Connecticut
$195K -$1.55M -30,369 -88%
GI
991
Gradient Investments
Minnesota
$192K +$139K +2,737 +232%
WT
992
Washington Trust
Rhode Island
$191K -$99.1K -1,946 -33%
NSIM
993
North Star Investment Management
Illinois
$188K -$57.2K -1,122 -23%
NS
994
NBC Securities
Alabama
$186K -$208K -4,091 -52%
WFS
995
Widmann Financial Services
Maryland
$185K +$193K +3,780 New
BLC
996
Brown, Lisle/Cummings
Rhode Island
$185K +$50.4K +990 +36%
DAM
997
Delta Asset Management
Tennessee
$184K -$25.5K -500 -12%
FRA
998
Front Row Advisors
California
$183K -$15.3K -300 -7%
AF
999
Advisornet Financial
Minnesota
$183K -$13.6K -266 -7%
TF
1000
Tompkins Financial
New York
$182K

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.