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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
FRM
626
Fox Run Management
Connecticut
$668K +$701K +12,893 New
DCM
627
Donaldson Capital Management
Indiana
$664K -$29.6K -545 -4%
CAG
628
Csenge Advisory Group
Florida
$660K +$24.3K +447 +4%
CA
629
Cornerstone Advisory
Maryland
$658K -$2.17K -40 -0.3%
HAS
630
HBW Advisory Services
California
$654K +$686K +12,627 New
MFG
631
MidWestOne Financial Group
Iowa
$650K -$25.9K -476 -4%
EH
632
Equitable Holdings
New York
$647K +$38.2K +702 +6%
Aviva
633
Aviva
United Kingdom
$645K
IBOK
634
Independence Bank of Kentucky
Kentucky
$645K -$102K -1,875 -13%
PMAM
635
Penn Mutual Asset Management
Pennsylvania
$644K
CAAS
636
Capital Asset Advisory Services
Michigan
$642K +$9.3K +171 +1%
IWM
637
IHT Wealth Management
Illinois
$641K +$21.7K +399 +3%
PP
638
Patten & Patten
Tennessee
$634K -$72.3K -1,330 -10%
PT
639
Plimoth Trust
Massachusetts
$629K -$5.71K -105 -0.9%
BC
640
Brookfield Corp
Ontario, Canada
$627K +$454K +8,347 +221%
TSWM
641
Triangle Securities Wealth Management
North Carolina
$627K -$679K -12,497 -51%
FT
642
Fiduciary Trust
Massachusetts
$624K -$66.5K -1,223 -9%
LAIC
643
Lederer & Associates Investment Counsel
California
$624K -$19.4K -356 -3%
AWM
644
Adams Wealth Management
Utah
$621K +$49.1K +903 +8%
CCM
645
Canal Capital Management
Virginia
$618K -$86.3K -1,588 -12%
MYAM
646
Meiji Yasuda Asset Management
Japan
$618K -$8.43K -155 -1%
TT
647
TI-Trust
Illinois
$618K -$10.9K -200 -2%
HSA
648
HBK Sorce Advisory
Pennsylvania
$617K -$16.2K -298 -2%
BAM
649
Belpointe Asset Management
Nevada
$615K -$98.3K -1,809 -13%
BP
650
Ballentine Partners
Massachusetts
$612K +$643K +11,825 New

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.