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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
RDIA
1201
RE Dickinson Investment Advisors
Iowa
$9.8K
SWS
1202
SYSTM Wealth Solutions
Illinois
$9.41K -$561K -11,016 -98%
CWM
1203
CarsonAllaria Wealth Management
Illinois
$9K -$182K -3,579 -95%
WWP
1204
WR Wealth Planners
Missouri
$8.72K -$1.99K -39 -18%
CIA
1205
Cape Investment Advisory
Georgia
$8.38K +$1.07K +21 +14%
BWP
1206
Baldwin Wealth Partners
Massachusetts
$8.13K
RAM
1207
Ramirez Asset Management
New York
$8.13K
PA
1208
PSI Advisors
Florida
$7.94K +$5.2K +102 +170%
SNB
1209
Security National Bank
Nebraska
$7.79K
LFG
1210
Larson Financial Group
Missouri
$7.79K +$4.38K +86 +118%
NRG
1211
Nemes Rush Group
Michigan
$7.55K
PP
1212
Pacifica Partners
Canada
$7.48K +$3.92K +77 +103%
TC
1213
Trust Company
Kansas
$7.35K -$25.5K -500 -77%
BC
1214
Barrett & Company
Rhode Island
$7.35K
CAC
1215
Core Alternative Capital
Georgia
$7.3K
ACM
1216
Anfield Capital Management
California
$7.2K +$7.49K +147 New
NOI
1217
Newton One Investments
Delaware
$6.92K +$102 +2 +1%
AAG
1218
Accordant Advisory Group
Maryland
$6.91K
WIA
1219
Wetzel Investment Advisors
Indiana
$6.89K
DPW
1220
DiNuzzo Private Wealth
Pennsylvania
$6.86K +$357 +7 +5%
MLA
1221
MB, Levis & Associates
Pennsylvania
$6.54K +$51 +1 +0.8%
FC
1222
Fairscale Capital
New Hampshire
$6.51K +$6.47K +127 New
AA
1223
AlphaMark Advisors
Kentucky
$6K
MWA
1224
MFA Wealth Advisors
Pennsylvania
$5.88K +$6.11K +120 New
CPA
1225
Clear Point Advisors
New York
$5.83K

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.