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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
TCA
1126
Trifecta Capital Advisors
Illinois
$51.8K
IGWM
1127
ICA Group Wealth Management
Colorado
$50.6K -$25.9K -477 -33%
RTC
1128
Riverview Trust Company
Washington
$49.1K -$32.5K -597 -39%
CWM
1129
Compass Wealth Management
Connecticut
$49K
CFFP
1130
Center for Financial Planning
Michigan
$48.8K -$109 -2 -0.2%
CSB
1131
City State Bank
Iowa
$48K +$13.2K +242 +35%
FDCC
1132
Foster Dykema Cabot & Co
Massachusetts
$48K +$20K +368 +67%
CH
1133
Canton Hathaway
Rhode Island
$47K -$5.44K -100 -10%
HB
1134
Horizon Bancorp
Indiana
$47K +$48.9K +900 New
CHA
1135
Carmichael Hill & Associates
Maryland
$45.4K -$114K -2,092 -70%
CAS
1136
Coppell Advisory Solutions
Texas
$45K +$47.2K +868 New
IRAG
1137
Investment Research & Advisory Group
Georgia
$44.8K
BI
1138
Bramshill Investments
Florida
$44.6K -$1.85M -34,111 -98%
AFS
1139
Annapolis Financial Services
Maryland
$43.5K +$19K +350 +72%
MTIC
1140
Missouri Trust & Investment Company
Missouri
$42.7K
RF
1141
Robbins Farley
New Hampshire
$41.9K
WOC
1142
West Oak Capital
California
$41.9K +$5.44K +100 +7%
RWM
1143
Ruedi Wealth Management
Illinois
$41.6K
BSB
1144
Bangor Savings Bank
Maine
$41.3K
CFG
1145
CKW Financial Group
Hawaii
$41K
FPFS
1146
First Personal Financial Services
North Carolina
$40.7K -$924 -17 -2%
APC
1147
Aspire Private Capital
North Carolina
$40.5K +$3.75K +69 +10%
BWM
1148
Baystate Wealth Management
Massachusetts
$39.5K -$3.42K -63 -8%
WBC
1149
West Branch Capital
Massachusetts
$38.6K
CAL
1150
Capital Advisors Ltd
Ohio
$38K -$5.06K -93 -11%

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.