We are live on ! Find out more
D icon

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
BWM
901
Birchcreek Wealth Management
Ohio
$298K
HAG
902
HF Advisory Group
Maryland
$296K +$25.3K +466 +9%
ZIC
903
ZWJ Investment Counsel
Georgia
$295K
PVI
904
Pine Valley Investments
New Jersey
$291K +$306K +5,628 New
DI
905
Diligent Investors
California
$290K +$7.07K +130 +2%
FPAS
906
Focus Partners Advisor Solutions
Missouri
$290K -$36.5K -671 -11%
MLL
907
Moody Lynn & Lieberson
Massachusetts
$290K
MAM
908
Mystic Asset Management
Rhode Island
$289K
MPPLM
909
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$288K -$36.6K -673 -11%
SP
910
Symmetry Partners
Connecticut
$288K
SF
911
Slagle Financial
Illinois
$287K +$301K +5,539 New
NMG
912
New Millennium Group
Utah
$285K -$200K -3,687 -40%
ST
913
Spinnaker Trust
Maine
$285K
ACM
914
AlphaStar Capital Management
North Carolina
$285K -$572K -10,517 -66%
BFIC
915
Bedell Frazier Investment Counselling
California
$284K -$195K -3,580 -40%
OCFG
916
O'Connor Financial Group
Illinois
$283K -$2.99K -55 -1%
PCM
917
Penserra Capital Management
California
$280K +$259K +4,760 +726%
DAS
918
Dynamic Advisor Solutions
Arizona
$280K -$77K -1,416 -21%
APG
919
Abacus Planning Group
South Carolina
$279K -$8.81K -162 -3%
IP
920
Ignite Planners
California
$278K
SCM
921
Spreng Capital Management
Ohio
$278K -$26.6K -490 -8%
LGG
922
Luts & Greenleigh Group
Maryland
$277K +$44.1K +811 +18%
DAC
923
Dividend Assets Capital
South Carolina
$276K -$1.3K -24 -0.4%
NSIM
924
North Star Investment Management
Illinois
$275K -$3.26K -60 -1%
KC
925
Kingfisher Capital
North Carolina
$273K +$9.3K +171 +3%

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.