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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
DAM
751
Derbend Asset Management
Georgia
$457K -$60.1K -1,105 -11%
LIM
752
Leavell Investment Management
Alabama
$457K -$109K -2,006 -19%
S
753
SignatureFD
Georgia
$457K +$33.9K +623 +8%
MOS
754
MGO One Seven
Ohio
$455K -$202K -3,710 -30%
ERIM
755
Eagle Ridge Investment Management
Connecticut
$455K
FIM
756
Fruth Investment Management
Texas
$454K -$27.2K -500 -5%
MNBTD
757
Moody National Bank Trust Division
Texas
$451K +$15.6K +287 +3%
PWP
758
Private Wealth Partners
California
$451K +$3.26K +60 +0.7%
BB
759
Busey Bank
Illinois
$449K -$10K -184 -2%
MW
760
Marcum Wealth
Ohio
$449K -$8.75K -161 -2%
BTI
761
Blue Trust Inc
Georgia
$445K -$102K -1,884 -19%
PTP
762
Platform Technology Partners
New York
$444K +$18.5K +340 +4%
EWM
763
Endurance Wealth Management
Rhode Island
$442K -$93.7K -1,724 -17%
SC
764
Savant Capital
Illinois
$441K -$15.3K -282 -3%
VT
765
Vise Technologies
New York
$441K +$144K +2,648 +45%
GG
766
Gleason Group
Kentucky
$439K +$5.65K +104 +1%
MMM
767
Mendel Money Management
Illinois
$438K +$3.53K +65 +0.8%
AF
768
Advisornet Financial
Minnesota
$437K +$7.83K +144 +2%
KA
769
Kovack Advisors
Florida
$436K -$110K -2,018 -19%
CAM
770
Centre Asset Management
New York
$435K
GC
771
Garde Capital
Washington
$435K +$457K +8,400 New
DU
772
Delphia (USA)
Ontario, Canada
$433K -$48.8K -898 -10%
SWA
773
Stratos Wealth Advisors
Ohio
$432K +$4.19K +77 +0.9%
MA
774
Montag & Associates
Georgia
$431K +$217 +4 +0%
PNC
775
Park National Corp
Ohio
$428K -$220K -4,051 -33%

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.