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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
DMBA
1051
Deseret Mutual Benefit Administrators
Utah
$90.7K
TCM
1052
Tradewinds Capital Management
Washington
$88.7K +$1.17K +23 +1%
EC
1053
EdgeRock Capital
Colorado
$87.2K +$90.6K +1,779 New
USB
1054
Union Savings Bank
Connecticut
$86.7K
MIA
1055
MeadowBrook Investment Advisors
Michigan
$84.3K -$102K -1,993 -54%
LWANC
1056
Laurel Wealth Advisors (North Carolina)
North Carolina
$84K
SWA
1057
SOA Wealth Advisors
New York
$83.7K +$509 +10 +0.6%
LSA
1058
Leonteq Securities AG
Switzerland
$83.7K +$87K +1,708 New
UWS
1059
Unique Wealth Strategies
Illinois
$80.1K +$83K +1,629 New
O
1060
Ossiam
France
$79K -$156K -3,060 -65%
RAM
1061
Riggs Asset Management
Pennsylvania
$79K
CC
1062
Cultivar Capital
Texas
$78.5K +$81.7K +1,603 New
EWM
1063
Evermay Wealth Management
Virginia
$78.5K -$10.2K -200 -11%
GTAM
1064
Global Trust Asset Management
Florida
$78.1K -$509 -10 -0.6%
CB
1065
Chris Bulman
California
$77.4K +$80.6K +1,581 New
HBW
1066
Hazlett, Burt & Watson
West Virginia
$75K
PSB
1067
Piscataqua Savings Bank
New Hampshire
$74.3K
SWM
1068
Sugarloaf Wealth Management
Georgia
$73.5K +$76.4K +1,500 New
HIA
1069
Harbor Investment Advisory
Maryland
$69.9K -$7.49K -147 -9%
FIM
1070
FWL Investment Management
Texas
$68.1K
OP
1071
ORG Partners
Indiana
$68.1K +$43.8K +860 +154%
GWP
1072
Gen-Wealth Partners
Michigan
$66K -$111K -2,188 -62%
VWM
1073
Venturi Wealth Management
Texas
$65.8K +$41.9K +822 +158%
PB
1074
Pinnacle Bancorp
Nebraska
$65.5K -$34.6K -680 -34%
SIS
1075
Strategic Investment Solutions
Illinois
$63.7K +$54.6K +1,072 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.