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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
SEI Investments
76
SEI Investments
Pennsylvania
$40.4M +$4.08M +75,081 +11%
Macquarie Group
77
Macquarie Group
Australia
$38.7M +$2.79M +51,294 +7%
Mitsubishi UFJ Asset Management
78
Mitsubishi UFJ Asset Management
Japan
$38M +$2.83M +52,133 +8%
Axa
79
Axa
France
$36.9M +$21.2M +389,071 +121%
ORIO
80
Old Republic International (ORI)
Illinois
$36.6M
Truist Financial
81
Truist Financial
North Carolina
$34.3M +$299K +5,494 +0.8%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$33.2M -$17.8M -327,483 -35%
Retirement Systems of Alabama
83
Retirement Systems of Alabama
Alabama
$32.6M -$3.06M -56,303 -8%
Natixis Advisors
84
Natixis Advisors
Massachusetts
$32.5M +$24.8M +456,554 +268%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$32M +$4.12M +75,749 +14%
SO
86
STRS Ohio
Ohio
$30.6M -$732K -13,474 -2%
Victory Capital Management
87
Victory Capital Management
Texas
$30M -$17.8M -327,422 -36%
Allspring Global Investments
88
Allspring Global Investments
North Carolina
$29.8M -$11.4M -210,012 -27%
Citigroup
89
Citigroup
New York
$29.5M -$35.6M -653,942 -53%
TCA
90
Tortoise Capital Advisors
Kansas
$28.4M +$3.73M +68,609 +14%
Stifel Financial
91
Stifel Financial
Missouri
$28.2M -$2.63M -48,432 -8%
GF
92
Gabelli Funds
New York
$25.8M
State of Wisconsin Investment Board
93
State of Wisconsin Investment Board
Wisconsin
$25.6M +$1.79M +32,843 +7%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$25.6M +$895K +16,457 +3%
State of New Jersey Common Pension Fund D
95
State of New Jersey Common Pension Fund D
New Jersey
$25.5M
Chevy Chase Trust
96
Chevy Chase Trust
Maryland
$25.2M -$225K -4,146 -0.8%
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$24.7M +$643K +11,834 +3%
VDI
98
Vaughan David Investments
Illinois
$24.6M +$612K +11,262 +2%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$24.1M -$431K -7,927 -2%
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
$23.5M -$1.72M -31,715 -7%

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.