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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
CK
526
Cohen Klingenstein
New York
$968K
VFP
527
Verus Financial Partners
Virginia
$968K -$88.3K -1,625 -8%
LFAS
528
Level Four Advisory Services
Texas
$968K +$4.78K +88 +0.5%
IF
529
Intrua Financial
Texas
$967K +$229K +4,213 +29%
THWM
530
Taylor Hoffman Wealth Management
Virginia
$960K +$15.3K +281 +2%
CCM
531
Chickasaw Capital Management
Tennessee
$955K
BFA
532
Buttonwood Financial Advisors
Maryland
$953K +$44.5K +819 +5%
AFG
533
Albion Financial Group
Utah
$945K -$1.72M -31,688 -63%
HCM
534
Hall Capital Management
Rhode Island
$938K +$26.1K +480 +3%
ACIM
535
Azimuth Capital Investment Management
Michigan
$938K +$2.72K +50 +0.3%
DJSG
536
D.J. St. Germain
Massachusetts
$934K +$980K +18,033 New
ACS
537
Archford Capital Strategies
Illinois
$932K +$268K +4,938 +40%
AssetMark Inc
538
AssetMark Inc
California
$930K +$378K +6,952 +63%
Parallax Volatility Advisers
539
Parallax Volatility Advisers
California
$930K +$772K +14,192 +378%
KIA
540
KCM Investment Advisors
California
$920K -$217K -3,995 -18%
ASN
541
Advisory Services Network
Georgia
$916K -$196K -3,612 -17%
RCM
542
RNC Capital Management
California
$912K -$40.5K -745 -4%
WA
543
Wealth Alliance
New York
$909K +$114K +2,103 +14%
BFG
544
Bleakley Financial Group
New Jersey
$903K -$190K -3,490 -17%
SS
545
Simplicity Solutions
Minnesota
$903K -$190K -3,501 -17%
TPA
546
Trivium Point Advisory
Connecticut
$902K +$47.7K +877 +5%
FCM
547
Fourpath Capital Management
Oklahoma
$898K +$103K +1,896 +12%
MMA
548
Miracle Mile Advisors
California
$898K -$7.99K -147 -0.8%
WAP
549
Wealthcare Advisory Partners
Pennsylvania
$892K -$7.72K -142 -0.8%
WW
550
Waterfront Wealth
Kansas
$890K +$81K +1,490 +10%

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.