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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
MFC
1051
Mechanics Financial Corp
Ohio
$160K -$115K -2,115 -41%
HIA
1052
Harbor Investment Advisory
Maryland
$154K -$8.64K -159 -5%
CWC
1053
Carolinas Wealth Consulting
North Carolina
$151K -$5.87K -108 -0.2%
SC
1054
Sawyer & Company
Massachusetts
$149K -$11.9K -218 -7%
WB
1055
Webster Bank
Connecticut
$147K
GEA
1056
Glen Eagle Advisors
New Jersey
$143K +$56.9K +1,047 +61%
DCBT
1057
Dakota Community Bank & Trust
North Dakota
$142K +$21.1K +389 +16%
EWM
1058
Evermay Wealth Management
Virginia
$141K -$1.3K -24 -0.9%
SAM
1059
S.A. Mason
Michigan
$135K
ASBI
1060
American State Bank (Iowa)
Iowa
$134K
SN
1061
Sittner & Nelson
Oregon
$132K
VNA
1062
Valley National Advisers
Pennsylvania
$129K -$6.25K -115 -4%
SIS
1063
Sound Income Strategies
Florida
$128K +$61.3K +1,127 +84%
LJHT
1064
Laurie J. Hall Trustee
$126K
HS
1065
Horan Securities
United States
$126K +$1.85K +34 +1%
SWA
1066
SOA Wealth Advisors
New York
$125K +$26.2K +482 +25%
HWA
1067
HHM Wealth Advisors
Tennessee
$125K
CT
1068
Clearstead Trust
Maine
$124K +$652 +12 +0.5%
OC
1069
Oakworth Capital
Alabama
$122K -$14.6K -269 -10%
QC
1070
Quent Capital
New York
$116K -$272 -5 -0.2%
NRA
1071
NSI Retail Advisors
Pennsylvania
$115K
MIM
1072
Macroview Investment Management
Maryland
$114K
RFA
1073
Register Financial Advisors
Georgia
$112K -$9.24K -170 -7%
FMTCOCP
1074
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$111K
CA
1075
Crewe Advisors
Utah
$111K -$17.9K -329 -13%

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.