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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
PWMG
1226
Prestige Wealth Management Group
New Jersey
$5.59K -$5.2K -102 -47%
HWP
1227
Highline Wealth Partners
California
$5.49K +$4.23K +83 +286%
FFO
1228
Fortitude Family Office
Arizona
$5.44K
JGIA
1229
Jackson Grant Investment Advisers
Connecticut
$5.34K
EBA
1230
Eagle Bay Advisors
New York
$5.24K
Kayne Anderson Rudnick Investment Management
1231
Kayne Anderson Rudnick Investment Management
California
$5.1K +$1.02K +20 +24%
MWM
1232
Mascoma Wealth Management
New Hampshire
$4.9K
TAM
1233
Tucker Asset Management
Colorado
$4.46K -$14.9K -293 -76%
KA
1234
Kozak & Associates
Colorado
$4.31K +$102 +2 +2%
SRCM
1235
Signature Resources Capital Management
California
$4.21K
RS
1236
Rakuten Securities
Japan
$4.02K -$36.2K -710 -90%
DF
1237
Dunhill Financial
United Kingdom
$3.97K +$815 +16 +25%
RL
1238
Rogco LP
Oklahoma
$3.92K -$968 -19 -19%
MBFW
1239
Morton Brown Family Wealth
Pennsylvania
$3.71K -$3.92K -77 -52%
CB
1240
Centennial Bank
Arkansas
$3.48K +$3.62K +71 New
QL
1241
Quarry LP
New York
$3.19K -$11.5K -225 -78%
LFA
1242
Legend Financial Advisors
Pennsylvania
$3.09K -$662 -13 -17%
RDFA
1243
Ritter Daniher Financial Advisory
Ohio
$3.04K
PCM
1244
Penserra Capital Management
California
$3K -$153 -3 -4%
BAM
1245
Bellevue Asset Management
Washington
$2.87K
TIM
1246
Thompson Investment Management
Wisconsin
$2.74K -$12.2K -240 -81%
W
1247
WealthCollab
Washington
$2.65K
BHWM
1248
Beaird Harris Wealth Management
Texas
$2.45K
SA
1249
Scarborough Advisors
Maryland
$2.45K
BCPWM
1250
Bradley & Co Private Wealth Management
Florida
$2.16K

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.