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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
VCA
476
Verdence Capital Advisors
Maryland
$1.16M +$190K +3,493 +18%
HPC
477
HM Payson & Co
Maine
$1.16M -$52.3K -962 -4%
DA
478
Dover Advisors
Virginia
$1.15M -$69.8K -1,284 -5%
CA
479
Cullinan Associates
Kentucky
$1.14M +$776K +14,278 +183%
BPGAM
480
BTG Pactual Global Asset Management
Bermuda
$1.14M -$1.02M -18,791 -46%
FWIA
481
Fort Washington Investment Advisors
Ohio
$1.14M -$39.2M -721,821 -97%
BF
482
BOK Financial
Oklahoma
$1.13M -$96.5K -1,776 -8%
GFS
483
GYL Financial Synergies
Connecticut
$1.13M -$175K -3,223 -13%
RI
484
Ridgewood Investments
New Jersey
$1.13M +$355K +6,533 +43%
SIG
485
Stonegate Investment Group
Alabama
$1.13M -$26.4K -485 -2%
HWA
486
Heritage Wealth Advisors
Virginia
$1.13M +$54 +1 +0%
PG
487
Patten Group
Tennessee
$1.12M -$39.6K -728 -3%
USCWA
488
U.S. Capital Wealth Advisors
Texas
$1.11M -$3.52M -64,823 -75%
MWM
489
Modera Wealth Management
New Jersey
$1.11M +$944K +17,367 +418%
IAN
490
Integrated Advisors Network
Texas
$1.11M -$72K -1,325 -6%
WQ
491
Wealth Quarterback
New Jersey
$1.11M +$399K +7,344 +52%
PFSC
492
Peoples Financial Services Corp
Pennsylvania
$1.1M -$32.6K -600 -3%
HCA
493
Horan Capital Advisors
Ohio
$1.09M +$2.01K +37 +0.2%
GS
494
GTS Securities
New York
$1.09M +$1.15M +21,098 New
BFS
495
Bard Financial Services
Connecticut
$1.09M -$136K -2,500 -11%
MIM
496
Marco Investment Management
Georgia
$1.08M
BSW
497
Buckingham Strategic Wealth
Missouri
$1.08M +$73.4K +1,350 +7%
GT
498
Glenview Trust
Kentucky
$1.08M +$2.94K +54 +0.3%
FA
499
FDx Advisors
Illinois
$1.08M +$96.5K +1,776 +9%
NB
500
NBT Bank
New York
$1.07M -$56.9K -1,047 -5%

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.