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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
Luther King Capital Management (LKCM)
1026
Luther King Capital Management (LKCM)
Texas
$208K -$46.8K -860 -18%
PWLP
1027
Prio Wealth Limited Partnership
Massachusetts
$208K -$129K -2,366 -37%
CCA
1028
Column Capital Advisors
Indiana
$207K
WTA
1029
Washington Trust Advisors
Massachusetts
$207K
RF
1030
Rollins Financial
Georgia
$207K
FCFC
1031
First Commonwealth Financial Corp
Pennsylvania
$206K
TSWM
1032
Tyler-Stone Wealth Management
Ohio
$206K +$216K +3,972 New
IPW
1033
Inlet Private Wealth
Florida
$206K
MCM
1034
McMillion Capital Management
North Carolina
$205K
CWM
1035
C2C Wealth Management
Arizona
$205K
HBWM
1036
Hollow Brook Wealth Management
New York
$205K
FOFP
1037
Fee-Only Financial Planning
South Carolina
$202K -$109 -2 -0.1%
MCA
1038
MSH Capital Advisors
Arizona
$201K +$381 +7 +0.2%
LHWM
1039
Lake Hills Wealth Management
Texas
$200K +$210K +3,869 New
KC
1040
Kepos Capital
New York
$199K +$209K +3,850 New
PAI
1041
Pittenger & Anderson Inc
Nebraska
$194K
NSG
1042
Nalls Sherbakoff Group
Tennessee
$192K
KTC
1043
Kistler-Tiffany Companies
Pennsylvania
$190K +$27.2K +500 +16%
HBW
1044
Hazlett, Burt & Watson
West Virginia
$188K -$5.44K -100 -3%
TF
1045
Tompkins Financial
New York
$187K +$16.3K +300 +9%
LWANC
1046
Laurel Wealth Advisors (North Carolina)
North Carolina
$183K
LFASL
1047
Lugano Financial Advisors SA (LFA)
Switzerland
$181K
CA
1048
Clearstead Advisors
Ohio
$177K +$2.12K +39 +1%
FMB
1049
Field & Main Bank
Kentucky
$168K -$97.9K -1,800 -36%
M
1050
MOTCO
Texas
$161K -$4.11M -75,684 -96%

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.