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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
SC
1101
Swan Capital
Florida
$45.2K +$47K +922 New
CWM
1102
Compass Wealth Management
Connecticut
$44.1K
CH
1103
Canton Hathaway
Rhode Island
$44K
GKIM
1104
GW&K Investment Management
Massachusetts
$43K +$4.28K +84 +11%
TFIPS
1105
Towarzystwo Funduszy Inwestycyjnych PZU SA
$42.6K -$7.64K -150 -15%
BTC
1106
Bank & Trust Company
Illinois
$40.9K +$42.5K +834 New
MTIC
1107
Missouri Trust & Investment Company
Missouri
$40.4K
BFP
1108
Briaud Financial Planning
Texas
$40K
FWA
1109
FSC Wealth Advisors
New York
$38.3K +$5.09K +100 +15%
AWM
1110
Avior Wealth Management
Nebraska
$38.1K -$418K -8,204 -91%
MCM
1111
MV Capital Management
Maryland
$37.8K +$6.47K +127 +20%
LIA
1112
Lynx Investment Advisory
District of Columbia
$37.2K +$38.7K +760 New
ACA
1113
American Capital Advisory
Idaho
$37.1K
HDIM
1114
Hanson & Doremus Investment Management
Vermont
$37K -$126K -2,477 -77%
MFA
1115
McClarren Financial Advisors
Pennsylvania
$36K +$2.5K +49 New
JWM
1116
Janiczek Wealth Management
Colorado
$36K
RWMG
1117
Redwood Wealth Management Group
New Jersey
$35.9K +$37.3K +733 New
KB
1118
Kimelman & Baird
New York
$35.8K +$37.2K +730 New
OWA
1119
Opal Wealth Advisors
New York
$35.4K +$36.8K +723 New
APC
1120
Aspire Private Capital
North Carolina
$35.1K -$3.01K -59 -8%
VFM
1121
Viking Fund Management
North Dakota
$34.3K
CAL
1122
Capital Advisors Ltd
Ohio
$33K +$408 +8 +1%
TWP
1123
Triad Wealth Partners
Kansas
$32.5K +$33.8K +664 New
CHA
1124
Carmichael Hill & Associates
Maryland
$32.4K +$459 +9 +1%
HGERS
1125
Householder Group Estate & Retirement Specialist
Arizona
$32K -$5.09K -100 -13%

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.