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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
CI
701
Cigna Investments
Connecticut
$522K
EWM
702
Elmwood Wealth Management
California
$522K -$2.28K -42 -0.4%
AIP
703
Ameritas Investment Partners
Nebraska
$521K
HFS
704
Hantz Financial Services
Michigan
$517K +$300K +5,523 +124%
OHWP
705
Oak Harbor Wealth Partners
North Carolina
$516K +$18.1K +333 +3%
WEG
706
World Equity Group
Illinois
$514K -$1.58M -29,008 -75%
RG
707
Renaissance Group
Kentucky
$510K -$45.9K -845 -8%
RP
708
Rowlandmiller & Partners
Georgia
$509K +$163 +3 +0%
CWM
709
Chesapeake Wealth Management
Virginia
$507K -$50K -919 -9%
GCWM
710
Graham Capital Wealth Management
District of Columbia
$507K -$21K -387 -4%
TL
711
Tradewinds LLC
North Carolina
$506K -$21.4K -393 -4%
IW
712
Imprint Wealth
South Carolina
$502K -$7.29K -134 -1%
CA
713
Continuum Advisory
Idaho
$502K -$165K -3,041 -24%
LNC
714
Lincoln National Corp
Pennsylvania
$501K -$32.4K -596 -6%
DWT
715
Dorsey & Whitney Trust
South Dakota
$500K +$230K +4,227 +78%
KFGK
716
Keystone Financial Group (Kentucky)
Kentucky
$500K +$524K +9,647 New
WA
717
Wambolt & Associates
Colorado
$500K +$61.5K +1,131 +13%
CRI
718
Commonwealth Retirement Investments
Virginia
$499K +$6.03K +111 +1%
PWA
719
Phoenix Wealth Advisors
North Carolina
$499K +$523K +9,627 New
ST
720
Smithfield Trust
Pennsylvania
$498K -$121K -2,222 -19%
CWM
721
Centurion Wealth Management
Virginia
$497K +$8.32K +153 +2%
CG
722
Colony Group
Massachusetts
$496K -$35.4K -652 -6%
BWM
723
BCGM Wealth Management
Indiana
$496K +$47.2K +868 +10%
AAG
724
Armstrong Advisory Group
Massachusetts
$495K -$38.3K -704 -7%
PMA
725
Prudent Man Advisors
Illinois
$494K -$6.25K -115 -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.