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
FCB
576
First Command Bank
Texas
$814K -$23.2K -426 -3%
FCFS
577
First Command Financial Services
Texas
$814K -$23.2K -426 -3%
BEC
578
Blue Edge Capital
Virginia
$813K -$5.44K -100 -0.6%
SCM
579
Shelton Capital Management
Colorado
$810K -$5.44K -100 -0.6%
CICI
580
Capital Investment Counsel Inc
North Carolina
$804K +$502K +9,239 +147%
SAG
581
SageView Advisory Group
California
$799K -$53K -975 -6%
IA
582
IFP Advisors
Florida
$798K -$154K -2,840 -16%
BFEC
583
Benjamin F. Edwards & Company
Missouri
$796K -$75.7K -1,392 -8%
HTC
584
Haverford Trust Company
Pennsylvania
$787K -$109K -2,000 -12%
NAM
585
NTV Asset Management
West Virginia
$786K -$17.4K -321 -2%
MLA
586
My Legacy Advisors
Oregon
$786K +$48.1K +885 +6%
HWAM
587
Hennion & Walsh Asset Management
New Jersey
$785K -$157K -2,891 -16%
CPIA
588
Cornell Pochily Investment Advisors
New York
$784K -$523K -9,619 -39%
PA
589
PFG Advisors
Arizona
$773K +$355K +6,529 +78%
SLI
590
Sumitomo Life Insurance
Japan
$770K -$69K -1,270 -8%
JWCA
591
J.W. Cole Advisors
Florida
$770K -$105K -1,926 -11%
PPC
592
Park Place Capital
Alabama
$766K +$2.88K +53 +0.4%
TH
593
TCTC Holdings
Texas
$765K +$13.6K +250 +2%
BONH
594
Bank of New Hampshire
New Hampshire
$763K -$58.8K -1,082 -7%
FMWA
595
Forvis Mazars Wealth Advisors
Missouri
$763K -$129K -2,380 -14%
CB
596
CNB Bank
Pennsylvania
$762K -$57.3K -1,054 -7%
FTDI
597
First Trust Direct Indexing
Massachusetts
$758K -$146K -2,678 -15%
MCM
598
MAI Capital Management
Ohio
$752K -$105K -1,927 -12%
OHWA
599
Oak Hill Wealth Advisors
Virginia
$751K -$69.6K -1,280 -8%
MFP
600
Meridian Financial Partners
Virginia
$750K +$10.7K +196 +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.