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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
USB
1076
Union Savings Bank
Connecticut
$111K +$113K +2,070 New
GTAM
1077
Global Trust Asset Management
Florida
$110K
CBT
1078
Central Bank & Trust
Kentucky
$108K -$54 -1 -0%
PB
1079
Pinnacle Bancorp
Nebraska
$108K +$2.07K +38 +2%
VC
1080
Vestor Capital
Illinois
$106K +$60.3K +1,109 +117%
PFBT
1081
Parkside Financial Bank & Trust
Missouri
$106K +$10.2K +188 +10%
GWS
1082
Glassman Wealth Services
Virginia
$106K +$8.15K +150 +8%
DSC
1083
Duncker Streett & Co
Missouri
$105K
APF
1084
Alaska Permanent Fund
Alaska
$104K +$109K +2,013 New
AA
1085
Alta Advisers
United Kingdom
$104K
LWP
1086
Lumature Wealth Partners
Georgia
$104K +$109K +2,000 New
AWM
1087
Avior Wealth Management
Nebraska
$100K -$3.1K -57 -3%
IFAM
1088
Institutional & Family Asset Management
Colorado
$98.4K
LSA
1089
Leonteq Securities AG
Switzerland
$96.6K
RFA
1090
Resurgent Financial Advisors
Georgia
$95.3K -$8.81K -162 -8%
FFC
1091
First Financial Corp
Indiana
$93.4K
EWA
1092
EverSource Wealth Advisors
Alabama
$92.8K +$26K +479 +36%
CPG
1093
Cornerstone Planning Group
New Jersey
$91.7K +$96.3K +1,771 New
TCM
1094
Tradewinds Capital Management
Washington
$88.9K +$1.3K +24 +1%
CIA
1095
Cape Investment Advisory
Georgia
$87.6K -$16.5K -304 -15%
GWSG
1096
GPS Wealth Strategies Group
Colorado
$87.5K +$42.1K +774 +85%
FWM
1097
Focused Wealth Management
New York
$86.8K +$979 +18 +1%
RAM
1098
Riggs Asset Management
Pennsylvania
$84.8K -$870 -16 -1%
PSB
1099
Piscataqua Savings Bank
New Hampshire
$81.2K
MHR
1100
Matthew Hamilton Rosenberg
$79.8K -$56.1K -1,032 -40%

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.