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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
CC
601
Centiva Capital
New York
$748K +$785K +14,443 New
VIM
602
Vinva Investment Management
Australia
$747K +$27.6K +507 +4%
Robeco Institutional Asset Management
603
Robeco Institutional Asset Management
Netherlands
$745K +$608K +11,188 +349%
UBV
604
United Bank (Virginia)
Virginia
$730K -$36K -663 -4%
RWA
605
River Wealth Advisors
Pennsylvania
$729K -$7.34K -135 -0.9%
SWS
606
SYSTM Wealth Solutions
Illinois
$728K +$120K +2,212 +19%
WANY
607
Wealthspire Advisors (New York)
New York
$723K -$65.5K -1,205 -8%
EWM
608
Evercore Wealth Management
New York
$723K -$149K -2,732 -16%
GT
609
Greenleaf Trust
Michigan
$723K -$21.9K -402 -3%
MCM
610
Mainstay Capital Management
Michigan
$721K +$28.5K +525 +4%
HWM
611
HB Wealth Management
Georgia
$717K +$76.1K +1,400 +11%
TWA
612
TCI Wealth Advisors
Arizona
$713K -$54 -1 -0%
ISL
613
Ingalls & Snyder LLC
New York
$709K -$28.9K -532 -4%
MCM
614
Mork Capital Management
California
$706K
CIC
615
Carnegie Investment Counsel
Ohio
$704K -$155K -2,857 -17%
BFM
616
Boston Financial Management
Massachusetts
$703K +$93.7K +1,723 +15%
LOIM
617
Liberty One Investment Management
Illinois
$702K +$36.3K +668 +5%
WTC
618
WhitTier Trust Company
Nevada
$701K +$148K +2,718 +25%
TYCC
619
Texas Yale Capital Corp
Florida
$699K -$61.7K -1,135 -8%
WS
620
Wedbush Securities
California
$693K -$16.4K -301 -2%
MFG
621
Merit Financial Group
Georgia
$684K +$247K +4,536 +52%
GCP
622
GSA Capital Partners
United Kingdom
$679K +$713K +13,110 New
TA
623
TFG Advisers
Michigan
$675K -$116K -2,127 -14%
MHC
624
Meyer Handelman Company
New York
$671K
MAS
625
Meeder Advisory Services
Ohio
$669K +$76.4K +1,405 +12%

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.