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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
CCA
1326
Checchi Capital Advisers
California
-$210K -4,264 Closed
ONSWM
1327
Old North State Wealth Management
North Carolina
-$209K -4,251 Closed
WF
1328
Welch & Forbes
Massachusetts
-$208K -4,223 Closed
CWA
1329
CM Wealth Advisors
Ohio
-$219K -4,199 Closed
NFG
1330
Nadler Financial Group
Illinois
-$205K -4,167 Closed
BI
1331
Ballast Inc
Kentucky
-$201K -4,084 Closed
ACP
1332
Aveo Capital Partners
Colorado
-$208K -4,044 Closed
TC
1333
Truvestments Capital
Florida
-$129K -2,620 Closed
BWM
1334
BKM Wealth Management
Wisconsin
-$98.7K -2,007 Closed
NCTC
1335
New Covenant Trust Company
Indiana
-$97.2K -1,977 Closed
WOC
1336
West Oak Capital
California
-$67K -1,800 Closed
First Manhattan
1337
First Manhattan
New York
-$71.4K -1,451 Closed
LF
1338
LifeSteps Financial
California
-$67.1K -1,364 Closed
IGWM
1339
ICA Group Wealth Management
Colorado
-$49K -996 Closed
CBT
1340
CoreFirst Bank & Trust
Kansas
-$38.2K -776 Closed
SC
1341
Solstein Capital
California
-$9.43K -185 Closed
PO
1342
Private Ocean
California
-$5.71K -116 Closed
PCWA
1343
Pacific Capital Wealth Advisors
California
-$4.77K -97 Closed
CAM
1344
Clarity Asset Management
Iowa
-$4.19K -85 Closed
CWM
1345
Cedar Wealth Management
California
-$3.64K -74 Closed
FSWA
1346
Financial Synergies Wealth Advisors
Texas
-$1.23K -25 Closed
CCM
1347
Chilton Capital Management
Texas
-$935 -19 Closed
MAM
1348
MMA Asset Management
Pennsylvania
-$415 -8 Closed
IPW
1349
Impact Partnership Wealth
Georgia
-$31 -1 Closed

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.