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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
NBT
1176
Northwest Bank & Trust
Iowa
$14.4K +$15K +294 New
JWA
1177
JFS Wealth Advisors
Pennsylvania
$14.3K +$357 +7 +2%
FMB
1178
Field & Main Bank
Kentucky
$14.2K -$16.4K -321 -53%
JFGIW
1179
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.8K +$1.38K +27 +11%
MWA
1180
Miller Wealth Advisors
Colorado
$13.7K
AWM
1181
Abound Wealth Management
Tennessee
$13.3K
PA
1182
Pineridge Advisors
Missouri
$12.3K
CIAS
1183
CBIZ Investment Advisory Services
Ohio
$12.3K
LB
1184
Legacy Bridge
Iowa
$12K
VWWMG
1185
Vermillion & White Wealth Management Group
Pennsylvania
$11.9K
KFS
1186
Kelly Financial Services
Massachusetts
$11.6K +$153 +3 +1%
PP
1187
Pingora Partners
Wyoming
$11.5K +$7.64K +150 +176%
ME
1188
McIlrath & Eck
Washington
$11.3K
CPG
1189
Cornerstone Planning Group
New Jersey
$11.2K +$1.53K +30 +17%
SC
1190
Stephens Consulting
Michigan
$10.6K +$11.1K +217 New
WPA
1191
West Paces Advisors
Georgia
$10.4K
WAS
1192
Winch Advisory Services
Wisconsin
$10.4K +$102 +2 +1%
PCM
1193
Perritt Capital Management
Illinois
$10.3K +$153 +3 +1%
WIM
1194
Westside Investment Management
California
$10.3K
BG
1195
Bollard Group
Massachusetts
$10K
HFS
1196
HBC Financial Services
Washington
$10K
AW
1197
Avion Wealth
Texas
$10K +$1.53K +30 +17%
AFG
1198
Albion Financial Group
Utah
$9.8K -$30.6K -600 -75%
CTC
1199
Cetera Trust Company
Minnesota
$9.8K
GA
1200
GoalVest Advisory
New York
$9.8K

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.