We are live on ! Find out more
D icon

Dominion Energy

1,282 hedge funds and large institutions have $31.1B invested in Dominion Energy in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 481 increasing their positions, 527 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $331M | Put options by funds: $178M

0.96% more ownership

Funds ownership: 70.73%71.68% (+0.96%)

9% less repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 527

3% less funds holding

Funds holding: 1,3241,282 (-42)

6% less capital invested

Capital invested by funds: $33.1B → $31.1B (-$2.02B)

26% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 121

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
1,282
Holders Change
-42
Holders Change %
-3.17%
% of All Funds
20.13%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
89
Increased
481
Reduced
527
Closed
121
Calls
$331M
Puts
$178M
Net Calls
+$152M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
226
Atria Investments
North Carolina
$5.43M +$402K +7,395 +8%
ONB
227
Old National Bancorp
Indiana
$5.41M +$1.48M +27,290 +35%
SOADOR
228
State of Alaska Department of Revenue
Alaska
$5.36M -$607K -11,170 -10%
CNB
229
Czech National Bank
Czech Republic
$5.13M +$43.3K +796 +0.8%
SF
230
Synovus Financial
Georgia
$5.12M -$368K -6,771 -6%
CWM
231
CIBC World Markets
New York
$5.07M +$3.04M +55,838 +133%
VWA
232
Visionary Wealth Advisors
Illinois
$5.03M +$114K +2,090 +2%
DekaBank Deutsche Girozentrale
233
DekaBank Deutsche Girozentrale
Germany
$4.94M -$1.09M -20,038 -17%
SIA
234
Soltis Investment Advisors
Utah
$4.91M +$949K +17,465 +23%
SPIA
235
Steward Partners Investment Advisory
New York
$4.72M +$923K +16,984 +23%
GWM
236
Geneos Wealth Management
Colorado
$4.69M +$815K +15,000 +20%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$4.67M +$125K +2,301 +3%
NAM
238
Nissay Asset Management
Japan
$4.66M -$59.7K -1,099 -1%
Nisa Investment Advisors
239
Nisa Investment Advisors
Missouri
$4.65M -$2.05M -37,711 -30%
PAM
240
Panagora Asset Management
Massachusetts
$4.65M +$79.5K +1,462 +2%
PGFC
241
Peapack-Gladstone Financial Corp
New Jersey
$4.59M -$211K -3,887 -4%
AIMCA
242
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.57M
Schroder Investment Management Group
243
Schroder Investment Management Group
United Kingdom
$4.52M -$220K -4,043 -4%
TPCW
244
TD Private Client Wealth
New York
$4.48M +$407K +7,485 +9%
H
245
HoyleCohen
California
$4.47M -$197K -3,619 -4%
IIM
246
Intact Investment Management
Quebec, Canada
$4.44M -$739K -13,600 -14%
Assenagon Asset Management
247
Assenagon Asset Management
Luxembourg
$4.39M -$4.91M -90,276 -52%
OPTFSNA
248
Old Point Trust & Financial Services N A
Virginia
$4.38M -$125K -2,300 -3%
GIBU
249
Gulf International Bank (UK)
United Kingdom
$4.35M -$1.38M -25,373 -23%
SL
250
Salomon & Ludwin
Virginia
$4.35M +$44K +810 +1%

D Hedge Fund Activity: Q2 2023 in Review

1,282 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2023, worth a combined $31.1B — down 6.1% from $33.1B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of D and 89 opened new positions — a net loss of 32 holders — while 527 trimmed existing stakes and 481 added.

The largest buyer was JP Morgan Chase, adding an estimated $188M. The largest seller was Capital World Investors, exiting entirely with an estimated $119M sold.

  • 1,282 institutional investors held Dominion Energy (D) as of Q2 2023, down from 1,324 in Q1 2023.
  • Funds reported $31.1B of Dominion Energy stock for Q2 2023, down 6.1% quarter-over-quarter.
  • 89 funds opened new Dominion Energy positions in Q2 2023 and 121 closed out, a net change of -32 holders.
  • The largest Dominion Energy buyer in Q2 2023 was JP Morgan Chase, an estimated $188M added.
  • The largest Dominion Energy seller in Q2 2023 was Capital World Investors, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2023.