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
GBT
1001
Grove Bank & Trust
Florida
$178K -$27.7K -544 -13%
SOW
1002
State of Wyoming
Wyoming
$169K +$176K +3,457 New
WBWA
1003
William B. Walkup & Associates
South Carolina
$167K +$174K +3,408 New
RA
1004
Ransom Advisory
Rhode Island
$167K
GM
1005
GeoWealth Management
Illinois
$164K +$170K +3,337 New
LWCFA
1006
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$162K
AGWCA
1007
Annis Gardner Whiting Capital Advisors
Florida
$157K +$662 +13 +0.4%
SAM
1008
Smartleaf Asset Management
Massachusetts
$154K +$37.4K +735 +31%
RFS
1009
Richardson Financial Services
Massachusetts
$153K -$27.8K -546 -15%
QC
1010
Quent Capital
New York
$150K -$16.2K -317 -9%
MFC
1011
Mechanics Financial Corp
Ohio
$147K
PAI
1012
Pittenger & Anderson Inc
Nebraska
$147K
HNB
1013
Hilltop National Bank
Wyoming
$144K +$10K +197 +7%
SIS
1014
Sound Income Strategies
Florida
$143K -$3.62K -71 -2%
YDMI
1015
Y.D. More Investments
Israel
$142K +$147K +2,889 New
DWS
1016
Dynamic Wealth Strategies
California
$136K +$713 +14 +0.5%
CFO
1017
CVA Family Office
Colorado
$135K +$1.58K +31 +1%
MHR
1018
Matthew Hamilton Rosenberg
$133K -$357 -7 -0.3%
HWA
1019
HHM Wealth Advisors
Tennessee
$131K +$61.1K +1,200 +81%
CH
1020
Cromwell Holdings
Wyoming
$131K +$136K +2,666 New
DCBT
1021
Dakota Community Bank & Trust
North Dakota
$128K -$5.5K -108 -4%
M
1022
MOTCO
Texas
$127K
VCM
1023
Versant Capital Management
Arizona
$125K +$17.2K +337 +15%
SN
1024
Sittner & Nelson
Oregon
$125K
SAM
1025
S.A. Mason
Michigan
$122K

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.