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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
VIA
801
Vident Investment Advisory
Georgia
$405K +$14K +258 +3%
PMG
802
ProVise Management Group
Florida
$404K -$2.89M -53,105 -87%
SMC
803
Smith, Moore & Co
Missouri
$403K +$21.9K +402 +5%
ILI
804
Invesco LLC (Illinois)
Illinois
$401K +$421K +7,750 New
CWA
805
Centennial Wealth Advisory
Michigan
$400K +$420K +7,732 New
CWM
806
Cordatus Wealth Management
Pennsylvania
$398K +$418K +7,689 New
EP
807
Eudaimonia Partners
Tennessee
$397K -$43.1K -792 -9%
TCMP
808
Thrive Capital Management (Pennsylvania)
Pennsylvania
$396K +$14.7K +271 +4%
HIP
809
HUB Investment Partners
Texas
$396K +$416K +7,651 New
FNWM
810
Financial Network Wealth Management
Utah
$396K
QCG
811
Quadrant Capital Group
Ohio
$395K +$127K +2,327 +44%
RW
812
RVW Wealth
California
$394K
CTA
813
Colonial Trust Advisors
South Carolina
$394K -$11.4K -210 -3%
AMR
814
Asset Management Resources
Massachusetts
$393K +$412K +7,584 New
AWAP
815
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$392K -$23.3K -429 -5%
BC
816
Bridgefront Capital
Texas
$390K -$583K -10,722 -59%
DOA
817
D'Orazio & Associates
Virginia
$390K +$381 +7 +0.1%
IRC
818
Investors Research Corp
Georgia
$388K +$4.13K +76 +1%
CIC
819
Crawford Investment Counsel
Georgia
$388K -$26.9K -495 -6%
EWA
820
EP Wealth Advisors
California
$388K -$927K -17,048 -72%
UAS
821
United Asset Strategies
New York
$386K +$31.6K +582 +8%
BMWM
822
Brown Miller Wealth Management
Virginia
$384K -$2.45K -45 -0.6%
SSWM
823
Sheets Smith Wealth Management
North Carolina
$380K -$79.1K -1,455 -17%
Koshinski Asset Management
824
Koshinski Asset Management
Illinois
$379K -$8.64K -159 -2%
ACM
825
Adalta Capital Management
New York
$378K

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.