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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
PGAM
1076
Princeton Global Asset Management
New Jersey
$63.5K +$63.2K +1,240 +2,255%
C
1077
Covestor
United Kingdom
$63K -$18.5K -363 -22%
CAS
1078
Coppell Advisory Solutions
Texas
$61.4K +$63.8K +1,253 New
LCM
1079
Logan Capital Management
Pennsylvania
$61.3K -$10.1K -198 -14%
AA
1080
Addison Advisors
Vermont
$58K -$255 -5 -0.4%
CFG
1081
CKW Financial Group
Hawaii
$58K
OLVIG
1082
Oliver Lagore Vanvalin Investment Group
Michigan
$56K +$25.6K +503 +79%
PWMG
1083
Private Wealth Management Group
New Jersey
$55.2K
BAM
1084
Byrne Asset Management
New Jersey
$54.6K -$10.2K -200 -15%
FMP
1085
Financial Management Professionals
Texas
$54K -$3.46K -68 -6%
BGAI
1086
Bruce G. Allen Investments
Colorado
$53.9K +$3.06K +60 +6%
GWSG
1087
GPS Wealth Strategies Group
Colorado
$53.1K -$15.5K -305 -22%
SCM
1088
Silvant Capital Management
Georgia
$52.5K
CB
1089
Community Bank
New York
$51.7K -$841K -16,507 -94%
GEA
1090
Glen Eagle Advisors
New Jersey
$50.2K -$62.6K -1,228 -55%
FF
1091
Friedenthal Financial
New Jersey
$49.3K +$51.3K +1,006 New
AP
1092
Atwood & Palmer
Missouri
$49K
TCA
1093
Trifecta Capital Advisors
Illinois
$49K
BCMLT
1094
Beacon Capital Management LLC (Tennessee)
Tennessee
$48.8K +$2.55K +50 +5%
SWP
1095
SIMA Wealth Partners
Virginia
$48.4K +$50.4K +989 New
GG
1096
Gleason Group
Kentucky
$48.4K +$4.28K +84 +9%
WB
1097
Webster Bank
Connecticut
$48K -$38.2K -750 -43%
OC
1098
Oakworth Capital
Alabama
$46.5K
CSB
1099
City State Bank
Iowa
$45.9K -$1.43K -28 -3%
WPWM
1100
Western Pacific Wealth Management
Illinois
$45.7K

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.