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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
PCMC
1251
Planning Capital Management Corporation
Pennsylvania
$2.16K
FNWA
1252
Financial Network Wealth Advisors
Utah
$2.01K +$2.09K +41 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1253
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.01K +$2.09K +41 New
CMP
1254
Coston McIsaac & Partners
Maine
$2K +$1.07K +21 +60%
T
1255
Tidemark
California
$1.62K
Qube Research & Technologies (QRT)
1256
Qube Research & Technologies (QRT)
United Kingdom
$1.42K -$494K -9,694 -100%
ACA
1257
Atlas Capital Advisors
Wyoming
$1.37K
SIC
1258
SJS Investment Consulting
Ohio
$1.18K +$255 +5 +26%
RWA
1259
Redmont Wealth Advisors
Illinois
$1.08K
NL
1260
NVWM LLC
Pennsylvania
$1.03K +$255 +5 +31%
PP
1261
PrairieView Partners
Minnesota
$1K
TFA
1262
Transamerica Financial Advisors
Florida
$1K
SHIM
1263
Stone House Investment Management
Pennsylvania
$980 +$1.02K +20 New
GLR
1264
Great Lakes Retirement
Ohio
$784 +$815 +16 New
IHWM
1265
Iron Horse Wealth Management
Iowa
$735
FGA
1266
Fortis Group Advisors
New Jersey
$637 -$964K -18,927 -100%
TWD
1267
True Wealth Design
Ohio
$637
RWM
1268
Ruedi Wealth Management
Illinois
$637 +$662 +13 New
TFM
1269
TFC Financial Management
Massachusetts
$637 +$662 +13 New
CAM
1270
ClariVest Asset Management
California
$546
WA
1271
WestEnd Advisors
North Carolina
$539 -$102 -2 -15%
VWA
1272
Valued Wealth Advisors
Utah
$98
A
1273
AlphaQuest
New York
$49 -$1.32K -26 -96%
CCMI
1274
Creative Capital Management Investments
California
$49 +$51 +1 New
DWM
1275
Dogwood Wealth Management
Kansas
$5

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.