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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
FANJ
851
Financial Architects (New Jersey)
New Jersey
$339K -$3.04K -56 -0.8%
FTC
852
Farmers Trust Company
Ohio
$338K -$17.4K -320 -5%
CPIG
853
Chicago Partners Investment Group
Illinois
$337K -$3.91K -72 -1%
PL
854
Perpetual Ltd
Australia
$337K
DFG
855
Delta Financial Group
New Jersey
$336K +$6.03K +111 +2%
MAG
856
MRA Advisory Group
New Jersey
$336K +$28.4K +522 +9%
SIC
857
Salem Investment Counselors
North Carolina
$335K -$15.2K -280 -4%
VA
858
Valmark Advisers
Ohio
$333K -$7.39K -136 -2%
HFAS
859
Hummer Financial Advisory Services
Illinois
$332K
JIP
860
Jaffetilchin Investment Partners
Florida
$331K +$3.26K +60 +0.9%
PWP
861
Principle Wealth Partners
Connecticut
$330K -$3.86K -71 -1%
BJL
862
Brighton Jones LLC
Washington
$329K +$56.8K +1,044 +20%
NDSI
863
Newman Dignan & Sheerar Inc
Rhode Island
$329K
SEIA
864
Signature Estate & Investment Advisors
California
$327K +$4.78K +88 +1%
HI
865
Hudock Inc
Pennsylvania
$326K -$18.8K -345 -5%
FFP
866
FourThought Financial Partners
Florida
$324K +$32.7K +601 +11%
NCM
867
Narwhal Capital Management
Georgia
$324K -$54.2K -997 -14%
NHT
868
New Hampshire Trust
New Hampshire
$324K +$924 +17 +0.3%
AFG
869
AFS Financial Group
Maryland
$323K -$19.8K -364 -6%
VAM
870
Verity Asset Management
North Carolina
$322K +$10.4K +192 +3%
AAB
871
ABN AMRO Bank
Netherlands
$321K -$220K -4,047 -40%
FEM
872
Fulcrum Equity Management
Texas
$320K +$4.73K +87 +1%
SAM
873
Summit Asset Management
Tennessee
$320K
Fisher Asset Management
874
Fisher Asset Management
Washington
$319K +$123K +2,261 +58%
JWM
875
Jeppson Wealth Management
California
$318K +$334K +6,136 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.