Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Hennessy Equity and Income Fund Stephen M. Goddard, Samuel D. Hutchings, Gary B. Cloud, Peter G. Greig | “In January, we initiated a position in Dominion Energy, which operates as a predominantly regulated utility with stable earnings, improving financial flexibility, and attractive long-te” | NEUTRAL | Q2 2026 Aug 6, 2026 | View Pitch |
Hennessy Equity and Income Fund Stephen M. Goddard, Samuel D. Hutchings, Gary B. Cloud, Peter G. Greig | “In January, we initiated a position in Dominion Energy, which operates as a predominantly regulated utility with stable earnings, improving financial flexibility, an...” | BULL | Q2 2026 Aug 6, 2026 | View Pitch |
Miller Howard Investments Utilities Plus Miller/Howard Investments Inc. | “NextEra Energy (NEE) plans to acquire Dominion Energy (D) in an all-stock deal. If approved, it would be the largest merger in the utility sector's history. NEE anticipates the transaction to close within 12–18 months and expects merger synergies to support a 9%+ long-term EPS compound annual growth rate. NextEra Energy (NEE) plans to acquire Dominion Energy (D) in an all-stock deal. NEE expects the transaction to close within 12–18 months and anticipates merger synergies to support a 9%+ long-term EPS compound annual growth rate (CAGR).” | NEUTRAL | Q2 2026 Jul 28, 2026 | View Pitch |
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
